Latest Oldfather Financial Services, LLC Stock Portfolio
Oldfather Financial Services, LLC Performance:
2025 Q3: 4.24%YTD: 5.99%2024: 6.75%
Performance for 2025 Q3 is 4.24%, and YTD is 5.99%, and 2024 is 6.75%.
About Oldfather Financial Services, LLC and 13F Hedge Fund Stock Holdings
Oldfather Financial Services, LLC is a hedge fund based in KEARNEY, NE. On 03-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $345.6 Millions. In it's latest 13F Holdings report, Oldfather Financial Services, LLC reported an equity portfolio of $321.1 Millions as of 30 Sep, 2025.
The top stock holdings of Oldfather Financial Services, LLC are VB, MDY, IJR. The fund has invested 22.9% of it's portfolio in VANGUARD INDEX FDS and 10.2% of portfolio in SPDR S&P MIDCAP 400 ETF TR.
They significantly reduced their stock positions in UNION PAC CORP (UNP), BUCKLE INC (BKE) and VANGUARD INTL EQUITY INDEX F (VEU). Oldfather Financial Services, LLC opened new stock positions in SPDR GOLD TR (GLD), ISHARES TR (DMXF) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and ISHARES TR (IJR).
The top stock holdings of Oldfather Financial Services, LLC are VB, MDY, IJR. The fund has invested 22.9% of it's portfolio in VANGUARD INDEX FDS and 10.2% of portfolio in SPDR S&P MIDCAP 400 ETF TR.
They significantly reduced their stock positions in UNION PAC CORP (UNP), BUCKLE INC (BKE) and VANGUARD INTL EQUITY INDEX F (VEU). Oldfather Financial Services, LLC opened new stock positions in SPDR GOLD TR (GLD), ISHARES TR (DMXF) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and ISHARES TR (IJR).
Oldfather Financial Services, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Oldfather Financial Services, LLC made a return of 4.24% in the last quarter. In trailing 12 months, it's portfolio return was 6.47%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr gold tr | 631,670 |
| ishares tr | 394,602 |
| nvidia corporation | 303,939 |
| nebius group n.v. | 269,448 |
| citigroup inc | 231,420 |
| select sector spdr tr | 224,961 |
| lam research corp | 207,143 |
| ishares tr | 201,782 |
New stocks bought by Oldfather Financial Services, LLC
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 66.64 |
| amazon com inc | 61.94 |
| ishares tr | 36.77 |
| meta platforms inc | 23.91 |
| select sector spdr tr | 20.99 |
| spdr series trust | 16.72 |
| schwab strategic tr | 14.84 |
| select sector spdr tr | 13.69 |
Additions to existing portfolio by Oldfather Financial Services, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| union pac corp | -12.41 |
| buckle inc | -11.06 |
| vanguard intl equity index f | -6.12 |
| mastercard incorporated | -2.87 |
| vanguard specialized funds | -1.92 |
| vanguard index fds | -1.57 |
| berkshire hathaway inc del | -1.51 |
| schwab strategic tr | -1.29 |
Oldfather Financial Services, LLC reduced stake in above stock
Sold off
Sector Distribution
Oldfather Financial Services, LLC has about 90.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90.3 |
| Financial Services | 3.8 |
| Technology | 2 |
| Consumer Cyclical | 1.5 |
Market Cap. Distribution
Oldfather Financial Services, LLC has about 8.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90.3 |
| LARGE-CAP | 4.8 |
| MEGA-CAP | 4.1 |
Stocks belong to which Index?
About 8.9% of the stocks held by Oldfather Financial Services, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.3 |
| S&P 500 | 8.9 |
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 90 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Oldfather Financial Services, LLC last quarter.
Last Reported on: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.99 | 12,465 | 3,173,960 | added | 4.9 | ||
| AAXJ | ishares tr | 0.26 | 12,708 | 826,170 | reduced | -0.79 | ||
| AAXJ | ishares tr | 0.16 | 6,471 | 525,380 | reduced | -0.71 | ||
| AAXJ | ishares tr | 0.07 | 1,677 | 231,853 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.11 | 1,528 | 353,793 | added | 0.2 | ||
| ABT | abbott labs | 0.07 | 1,607 | 215,260 | added | 0.06 | ||
| ACWF | ishares tr | 0.36 | 45,878 | 1,155,670 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.23 | 31,107 | 755,900 | unchanged | 0.00 | ||
| AMP | ameriprise finl inc | 0.08 | 503 | 247,099 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.24 | 3,472 | 762,347 | added | 61.94 | ||
| AXP | american express co | 0.78 | 7,513 | 2,495,520 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.17 | 10,833 | 558,874 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.09 | 2,057 | 288,083 | added | 3.16 | ||
| BIL | spdr series trust | 0.08 | 2,673 | 245,248 | added | 16.72 | ||
| BIV | vanguard bd index fds | 0.84 | 36,377 | 2,705,360 | added | 11.12 | ||
| BKE | buckle inc | 0.80 | 43,982 | 2,580,000 | reduced | -11.06 | ||
| C | citigroup inc | 0.07 | 2,280 | 231,420 | new | |||
| COST | costco whsl corp new | 0.06 | 226 | 209,552 | reduced | -0.44 | ||
| CWI | spdr index shs fds | 0.07 | 4,757 | 222,675 | unchanged | 0.00 | ||
| DE | deere & co | 0.17 | 1,191 | 544,546 | added | 0.08 | ||