Latest Oldfather Financial Services, LLC Stock Portfolio
$335Million | No. of Holdings #97
Oldfather Financial Services, LLC Performance
2025 Q4+1.57%
YTD+12.10%
2024+10.62%
About Oldfather Financial Services, LLC and 13F Hedge Fund Stock Holdings
Oldfather Financial Services, LLC is a hedge fund based in Kearney, NE. On 2026-01-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Oldfather Financial Services, LLC reported an equity portfolio of $335.8 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of Oldfather Financial Services, LLC are VB, MDY, IJR. The fund has invested 21.9% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in SPDR S&P MIDCAP 400 ETF TR. <br><br> The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FDL), SELECT SECTOR SPDR TR (XLB) and NEBIUS GROUP N.V. (YNDX) stocks. They significantly reduced their stock positions in VANGUARD SPECIALIZED FUNDS (VIG), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). Oldfather Financial Services, LLC opened new stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), NVIDIA CORPORATION (NVDA) and META PLATFORMS INC (META).
Oldfather Financial Services, LLC Equity Portfolio Value
Last Reported on: 16 Jan, 2026
$335Million
as of Jan 16, 2026Oldfather Financial Services, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Oldfather Financial Services, LLC made a return of 1.57% in the last quarter. In trailing 12 months, it's portfolio return was 12.1%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares inc | 718,588 |
| ishares tr | 620,407 |
| broadcom inc | 513,959 |
| vanguard tax-managed fds | 350,394 |
| eli lilly & co | 342,823 |
| tjx cos inc new | 340,093 |
| walmart inc | 296,351 |
| ishares tr | 271,727 |
New stocks bought by Oldfather Financial Services, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 270 |
| nvidia corporation | 165 |
| meta platforms inc | 124 |
| visa inc | 114 |
| select sector spdr tr | 88.96 |
| amazon com inc | 82.49 |
| alphabet inc | 75.62 |
| microsoft corp | 65.1 |
Additions to existing portfolio by Oldfather Financial Services, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard specialized funds | -19.95 |
| schwab strategic tr | -4.6 |
| schwab strategic tr | -4.41 |
| vanguard index fds | -4.24 |
| vanguard index fds | -3.73 |
| ishares tr | -3.7 |
| ishares tr | -2.73 |
| spdr series trust | -2.43 |
Oldfather Financial Services, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -1,155,670 |
| first tr exchange-traded fd | -391,037 |
| select sector spdr tr | -330,634 |
| spdr series trust | -245,248 |
| nebius group n.v. | -269,448 |
| citigroup inc | -231,420 |
| goldman sachs etf tr | -248,053 |
| select sector spdr tr | -224,961 |
Oldfather Financial Services, LLC got rid off the above stocks
Sector Distribution
Oldfather Financial Services, LLC has about 88.4% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 88.4 |
| Financial Services | 4.1 |
| Technology | 2.7 |
| Consumer Cyclical | 1.7 |
Market Cap. Distribution
Oldfather Financial Services, LLC has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 88.4 |
| MEGA-CAP | 5.8 |
| LARGE-CAP | 5 |
Stocks belong to which Index?
About 10.9% of the stocks held by Oldfather Financial Services, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 88.4 |
| S&P 500 | 10.9 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | vanguard index fds | 1.8 M |
| WFC | wells fargo co new | 0.6 M |
| IJR | ishares tr | 0.5 M |
| SPY | spdr s&p 500 etf tr | 0.4 M |
| MDY | spdr s&p midcap 400 etf tr | 0.4 M |
Oldfather Financial Services, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Oldfather Financial Services, LLC
Oldfather Financial Services, LLC has 97 stocks in it's portfolio. About 64.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Oldfather Financial Services, LLC last quarter.
$335.84MTotal Value
106Positions
16 Jan, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.11% | 13,696 | $3.72M 1.11% | 9.88%increased 9.88 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.26% | 12,832 | $861.4K 0.26% | 0.98%increased 0.98 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 6,471 | $521.8K 0.16% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 1,678 | $237.4K 0.07% | 0.06%increased 0.06 percentadded | |
 Abbvie Inc Abbvie IncABBV Oldfather Financial Services, LLC's holding in Abbvie Inc over time | 0.13% | 1,856 | $424.1K 0.13% | 21.47%increased 21.47 percentadded | |
 Abbott Labs Abbott LabsABT Oldfather Financial Services, LLC's holding in Abbott Labs over time | 0.09% | 2,272 | $284.6K 0.09% | 41.38%increased 41.38 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGT Ishares TrIshares TrAGT | 0.22% | 31,107 | $753.7K 0.22% | 0%unchanged 0 percentunchanged | |
 Ameriprise Finl Inc Oldfather Financial Services, LLC's holding in Ameriprise Finl Inc over time | 0.11% | 744 | $364.8K 0.11% | 47.91%increased 47.91 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Oldfather Financial Services, LLC's holding in Amazon Com Inc over time | 0.44% | 6,336 | $1.46M 0.44% | 82.49%increased 82.49 percentadded | |
 Broadcom Inc Broadcom IncAVGO Oldfather Financial Services, LLC's holding in Broadcom Inc over time | 0.15% | 1,485 | $514.0K 0.15% | Newnew position | |
 American Express Co Oldfather Financial Services, LLC's holding in American Express Co over time | 0.85% | 7,688 | $2.84M 0.85% | 2.33%increased 2.33 percentadded | |
 Bank America Corp Oldfather Financial Services, LLC's holding in Bank America Corp over time | 0.18% | 11,231 | $617.7K 0.18% | 3.67%increased 3.67 percentadded | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.08% | 2,007 | $279.3K 0.08% | 2.43%decreased 2.43 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.07% | 2,763 | $221.6K 0.07% | Newnew position | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.92% | 41,962 | $3.11M 0.92% | 15.35%increased 15.35 percentadded | |
 Buckle Inc Buckle IncBKE Oldfather Financial Services, LLC's holding in Buckle Inc over time | 0.7% | 43,986 | $2.35M 0.7% | 0.01%increased 0.01 percentadded | |
 Citigroup Inc Oldfather Financial Services, LLC's holding in Citigroup Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Cummins Inc Cummins IncCMI Oldfather Financial Services, LLC's holding in Cummins Inc over time | 0.06% | 422 | $215.4K 0.06% | Newnew position | |
