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Cabana LLC

SEC CIK
0001688539
Latest filing
Jul 10, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
21
+19 vs. Q1 2021
Portfolio value
$25.5M
+$22.7M (+831.3%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Cabana LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF14,712$2.63M10.3%+14,712New–
iShares Tr46428743220 YR TR BD ETF16,230$2.34M9.2%+16,230New–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF16,613$2.23M8.7%+16,613New–
Invesco QQQ Trust Series I46090E103ETF6,155$2.18M8.6%−72−1.2%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF21,303$2.18M8.6%+21,303New–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF15,526$2.18M8.6%+15,526New–
iShares Tr464287739U.S. REAL ES ETF21,399$2.18M8.6%+21,399New–
iShares Tr464288513IBOXX HI YD ETF21,813$1.91M7.5%+21,813New–
iShares Tr464288687PFD AND INCM SEC45,811$1.79M7.0%+45,811New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF12,048$1.52M6.0%+12,048New–
State Street Technology Select Sector SPDR ETF81369Y803ETF7,513$1.11M4.4%+7,513New–
iShares Russell Mid-Cap Value ETF464287473ETF7,236$832.0K3.3%+7,236New–
Vanguard Morningstar Growth ETF922908736ETF2,901$832.0K3.3%−14−0.5%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,965$277.0K1.1%+3,965New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,213$277.0K1.1%+5,213New–
SPDR Series Trust78464A763ST STR SP DIV2,269$277.0K1.1%+2,269New–
Invesco Exchange Traded FD T46137V621FINL PFD ETF14,436$277.0K1.1%+14,436New–
iShares Russell 2000 ETF464287655ETF1,008$231.0K0.9%+1,008New–
iShares Tr4642874407-10 YR TRSY BD970$112.0K0.4%+970New–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF691$56.0K0.2%+691New–
iShares Russell 1000 Value ETF464287598ETF353$56.0K0.2%+353New–