AI Portfolio Summary
In 2026 Q1, Arkfeld Wealth Strategies, L.L.C. maintained a portfolio of 118 distinct positions. The most significant new addition to the portfolio was TARGET CORP, which now represents 0.51% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 12.5%. The fund also reduced its exposure to HF SINCLAIR CORP by 19.7%.
Total Positions
118
Quarter
2026 Q1
Top Holding
BRK/B (12.6%)
Top 10 Concentration
56.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 118
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 12.62% | 12.76% |
#1
Prev: #1
|
8.0 | 9,345 | 12.5% |
P
S
|
84,180 | $39,908,951 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 11.49% | 10.88% |
#2
Prev: #2
|
7.5 | 15,211 | 11.6% |
P
S
|
146,184 | $36,326,620 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 5.86% | 6.00% |
#3
Prev: #3
|
3.8 | 2,468 | 3.7% |
P
S
|
69,566 | $18,534,571 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 4.71% | 4.08% |
#4
3
Prev: #7
|
2.9 | -487 | -2.4% |
P
S
|
20,196 | $14,881,270 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.13% | 4.49% |
#5
1
Prev: #4
|
2.7 | -1,806 | -4.5% |
P
S
|
38,743 | $13,061,043 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CHRD
CHORD ENERGY CO...
|
Energy | 4.01% | 3.04% |
#6
3
Prev: #9
|
2.1 | -2,249 | -2.3% |
P
S
|
97,687 | $12,689,565 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 3.89% | 4.10% |
#7
1
Prev: #6
|
2.1 | -669 | -0.9% |
P
S
|
76,836 | $12,311,368 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DINO
HF SINCLAIR COR...
|
Energy | 3.77% | 4.22% |
#8
3
Prev: #5
|
2.0 | -50,033 | -19.7% |
P
S
|
204,477 | $11,916,940 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RSPG
INVESCO EXCHANG...
|
Unknown | 3.20% | 3.04% |
#9
1
Prev: #10
|
1.8 | -9,467 | -8.6% |
P
S
|
100,850 | $10,131,354 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.70% | 3.33% |
#10
2
Prev: #8
|
1.6 | 731 | 3.7% |
P
S
|
20,756 | $8,535,359 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.60% | 2.87% |
#11
Prev: #11
|
1.5 | -1,376 | -5.3% |
P
S
|
24,543 | $8,208,890 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 2.10% | 1.99% |
#12
3
Prev: #15
|
1.3 | -4,761 | -2.2% |
P
S
|
209,433 | $6,639,019 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.02% | 2.05% |
#13
Prev: #13
|
2.8 | 1 | 12.5% |
P
S
|
9 | $6,401,111 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.98% | 2.16% |
#14
2
Prev: #12
|
1.3 | -1,168 | -7.6% |
P
S
|
14,222 | $6,264,028 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 1.90% | 1.99% |
#15
1
Prev: #14
|
1.3 | 2,603 | 3.4% |
P
S
|
80,193 | $6,008,861 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.69% | 1.83% |
#16
Prev: #16
|
1.2 | -6,434 | -9.0% |
P
S
|
64,705 | $5,329,123 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.68% | 1.82% |
#17
Prev: #17
|
1.2 | 999 | 2.0% |
P
S
|
51,246 | $5,307,534 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BWXT
BWX TECHNOLOGIE...
|
Industrials | 1.67% | 1.49% |
#18
1
Prev: #19
|
1.2 | -377 | -1.7% |
P
S
|
22,113 | $5,272,152 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.56% | 1.53% |
#19
1
Prev: #18
|
1.1 | -63 | -0.2% |
P
S
|
39,502 | $4,928,299 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 1.43% | 1.03% |
#20
3
Prev: #23
|
3.6 | 39,957 | 78.0% |
P
S
|
91,212 | $4,521,404 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.31% | 1.38% |
#21
1
Prev: #20
|
1.0 | -311 | -1.5% |
P
S
|
20,906 | $4,157,540 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 1.12% | 1.07% |
#22
Prev: #22
|
0.9 | 683 | 1.6% |
P
S
|
44,376 | $3,536,312 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KHC
KRAFT HEINZ CO
|
Consumer Defensive | 1.01% | 1.03% |
#23
1
Prev: #24
|
2.4 | 15,863 | 12.2% |
P
S
|
145,574 | $3,204,082 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KOF
COCA-COLA FEMSA...
|
Consumer Defensive | 1.00% | 1.00% |
#24
1
Prev: #25
|
0.9 | -152 | -0.5% |
P
S
|
30,658 | $3,164,262 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TOST
TOAST INC
|
Technology | 0.99% | 1.35% |
#25
4
Prev: #21
|
0.9 | 3,979 | 3.7% |
P
S
|
110,893 | $3,122,747 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PPL
PPL CORP
|
Utilities | 0.97% | 0.92% |
#26
Prev: #26
|
0.9 | -439 | -0.6% |
P
S
|
77,614 | $3,054,889 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.86% | 0.72% |
#27
1
Prev: #28
|
0.8 | -145 | -0.2% |
P
S
|
60,212 | $2,723,371 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | 0.56% |
#28
6
Prev: #34
|
2.3 | 175 | 9.5% |
P
S
|
2,015 | $1,984,537 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.56% | 0.60% |
#29
3
Prev: #32
|
0.7 | 34 | 0.2% |
P
S
|
16,291 | $1,781,709 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.56% | 0.61% |
#30
Prev: #30
|
2.2 | 405 | 9.8% |
P
S
|
4,533 | $1,776,709 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.56% | 0.87% |
#31
4
Prev: #27
|
0.7 | -1,333 | -8.8% |
P
S
|
13,897 | $1,770,617 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.55% | 0.61% |
#32
1
Prev: #31
|
0.7 | -63 | -2.3% |
P
S
|
2,725 | $1,753,081 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.53% | 0.69% |
#33
4
Prev: #29
|
0.7 | -65 | -0.2% |
P
S
|
28,603 | $1,680,140 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.51% | — |
#34
Prev: #—
|
3.7 | 13,164 | no change |
NEW
|
13,164 | $1,617,507 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 0.51% | 0.48% |
#35
1
Prev: #36
|
0.7 | 90 | 1.1% |
P
S
|
8,518 | $1,615,031 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.49% | 0.41% |
#36
6
Prev: #42
|
0.7 | 57 | 0.8% |
P
S
|
6,969 | $1,554,198 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.49% | 0.46% |
#37
Prev: #37
|
0.7 | 91 | 0.5% |
P
S
|
17,029 | $1,553,727 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHV
ISHARES TR
|
ETF | 0.47% | 0.51% |
#38
3
Prev: #35
|
0.7 | 90 | 0.7% |
P
S
|
13,530 | $1,491,325 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.45% | 0.42% |
#39
1
Prev: #40
|
0.7 | -242 | -1.4% |
P
S
|
17,087 | $1,437,018 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.44% | — |
#40
Prev: #—
|
3.7 | 15,944 | no change |
NEW
|
15,944 | $1,392,230 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.44% | 0.58% |
#41
8
Prev: #33
|
0.7 | 22 | 0.4% |
P
S
|
5,673 | $1,388,670 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SUB
ISHARES TR
|
ETF | 0.41% | 0.45% |
#42
4
Prev: #38
|
0.7 | -111 | -0.9% |
P
S
|
12,187 | $1,299,125 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.40% | 0.45% |
#43
4
Prev: #39
|
0.7 | -421 | -1.8% |
P
S
|
23,105 | $1,255,070 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.42% |
#44
3
Prev: #41
|
0.6 | 13 | 0.3% |
P
S
|
3,754 | $1,148,578 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.35% | 0.26% |
#45
1
Prev: #46
|
2.6 | 5,627 | 29.3% |
P
S
|
24,828 | $1,118,021 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.33% | 0.34% |
#46
3
Prev: #43
|
0.6 | -1,090 | -4.7% |
P
S
|
22,347 | $1,028,393 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.31% | 0.26% |
#47
Prev: #47
|
0.6 | 243 | 3.8% |
P
S
|
6,643 | $989,824 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 0.26% | 0.30% |
#48
3
Prev: #45
|
0.6 | 94 | 0.5% |
P
S
|
19,642 | $811,018 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PSX
PHILLIPS 66
|
Energy | 0.23% | 0.22% |
#49
3
Prev: #52
|
0.6 | -64 | -1.4% |
P
S
|
4,535 | $732,147 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USMV
ISHARES TR
|
ETF | 0.22% | 0.24% |
#50
1
Prev: #49
|
0.6 | 27 | 0.4% |
P
S
|
7,312 | $686,932 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 118 holdings