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Croban

SEC CIK
0001694663
Latest filing
Aug 3, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
82
+3 vs. Q3 2025
Portfolio value
$207.5M
+$57.4M (+38.3%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Croban in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF119,209$10.7M5.2%+678+0.6%Added–
ETF Opportunities Trust26923N405APPLIED FINA VAL227,796$10.1M4.9%+93,671+69.8%Added–
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP187,293$9.34M4.5%+74,408+65.9%Added–
Harbor ETF Trust41151J109ARES SYSTEMATIC192,550$8.80M4.2%+69,407+56.4%Added–
iShares S&P 500 Growth ETF464287309ETF70,984$8.75M4.2%+29,031+69.2%Added–
iShares MSCI Eafe ETF464287465ETF78,816$7.57M3.6%+34,702+78.7%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS123,314$7.39M3.6%+59,290+92.6%Added–
iShares U.S. Treasury Bond ETF46429B267ETF298,315$6.87M3.3%+138,218+86.3%Added–
Vanguard High Dividend Yield Index ETF921946406ETF46,288$6.64M3.2%+21,146+84.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF65,914$6.58M3.2%+27,880+73.3%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT84,460$6.50M3.1%+84,460New–
Dimensional ETF Trust25434V104US CORE EQT MKT132,104$6.18M3.0%−14,514−9.9%Reduced–
iShares Tr464288646ISHS 1-5YR INVS115,236$6.09M2.9%+46,832+68.5%Added–
iShares Tr46429B333GNMA BOND ETF106,791$4.76M2.3%+49,981+88.0%Added–
iShares Tr46428951110+ YR INVST GRD93,171$4.70M2.3%+41,511+80.4%Added–
SPDR Series Trust78464A516ST INTL BBG ETF205,730$4.63M2.2%+83,290+68.0%Added–
DJPBarclays Bank PLCDJUBS CMDT ETN36121,568$4.57M2.2%+61,671+103.0%AddedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP120,267$4.54M2.2%+56,575+88.8%Added–
Dimensional ETF Trust25434V773INTL SMALL CAP E132,499$4.36M2.1%+38,975+41.7%Added–
WisdomTree Tr97717W604US SMALLCAP DIVD121,964$4.08M2.0%+3,295+2.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF41,502$3.91M1.9%+1,242+3.1%Added–
iShares Tr464287697U.S. UTILITS ETF31,295$3.39M1.6%+536+1.7%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW91,465$3.37M1.6%+45,840+100.5%Added–
Vanguard Real Estate ETF922908553ETF36,257$3.21M1.5%+15,553+75.1%Added–
iShares Tr464288281JPMORGAN USD EMG30,949$2.98M1.4%+12,421+67.0%Added–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN104,117$2.59M1.2%+33,784+48.0%Added–
iShares Tr464287713US TELECOM ETF75,979$2.57M1.2%+817+1.1%Added–
iShares Tr464288414NATIONAL MUN ETF23,500$2.52M1.2%+7,518+47.0%Added–
iShares Tr46435G102CONV BD ETF22,648$2.23M1.1%+7,898+53.5%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM35,710$2.04M1.0%−120−0.3%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF40,944$1.83M0.9%+522+1.3%AddedConverted for a 2-for-1 split–
EVREvercore Inc.CLASS A5,375$1.83M0.9%+21+0.4%AddedHistory
MSFTMicrosoft CorpStock3,473$1.68M0.8%−61−1.7%ReducedHistory
RRyder System IncCOM8,599$1.65M0.8%+102+1.2%AddedHistory
ABBVAbbVie Inc.Stock6,858$1.57M0.8%+74+1.1%AddedHistory
TDSTelephone & Data Systems IncCOM NEW37,526$1.54M0.7%+438+1.2%AddedHistory
GDGeneral Dynamics CorpStock4,528$1.52M0.7%+13+0.3%AddedHistory
ATOAtmos Energy CorpCOM8,879$1.49M0.7%+103+1.2%AddedHistory
NEENextera Energy IncStock17,195$1.38M0.7%+86+0.5%AddedHistory
New York Life Invts Active E45409F843MACK MU INSD ETF57,607$1.38M0.7%+9,297+19.2%Added–
ANDEAndersons, Inc.COM25,744$1.37M0.7%+816+3.3%AddedHistory
AMGNAmgen IncStock3,960$1.30M0.6%+73+1.9%AddedHistory
NOCNorthrop Grumman CorpStock2,202$1.26M0.6%+45+2.1%AddedHistory
KRKroger CoStock19,652$1.23M0.6%+303+1.6%AddedHistory
THGHanover Insurance Group, Inc.COM6,699$1.22M0.6%+159+2.4%AddedHistory
NIMNuveen Select Maturities Municipal FundSH BEN INT122,746$1.14M0.6%+30,579+33.2%AddedHistory
AXSAxis Capital Holdings LtdSHS10,442$1.12M0.5%+193+1.9%AddedHistory
MTBM&T Bank CorpCOM5,477$1.10M0.5%+5,477NewHistory
UNPUnion Pacific CorpStock4,533$1.05M0.5%+82+1.8%AddedHistory
CMSCMS Energy CorpCOM14,832$1.04M0.5%+201+1.4%AddedHistory
BGBunge Global SACOM SHS10,544$939.2K0.5%+179+1.7%AddedHistory
DUKDuke Energy CORPStock7,942$930.8K0.4%+115+1.5%AddedHistory
VanEck ETF Trust92189F387SHRT HGH YLD MUN39,973$915.4K0.4%+10,074+33.7%Added–
NXSTNexstar Media Group, Inc.COMMON STOCK4,481$909.8K0.4%+48+1.1%AddedHistory
XELXcel Energy IncStock12,098$893.5K0.4%+264+2.2%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF16,240$840.7K0.4%−741−4.4%Reduced–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF16,546$835.6K0.4%+16,546New–
LMTLockheed Martin CorpStock1,606$776.7K0.4%+21+1.3%AddedHistory
EGEverest Group, Ltd.COM2,246$762.1K0.4%−119−5.0%ReducedHistory
KDPKeurig Dr Pepper Inc.COM27,081$758.3K0.4%−472−1.7%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD13,534$680.6K0.3%−4,987−26.9%Reduced–
AAPLApple Inc.Stock2,290$622.5K0.3%−179−7.2%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,489$618.8K0.3%−506−12.7%Reduced–
HDHome Depot, Inc.Stock1,747$601.1K0.3%+9+0.5%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,131$594.8K0.3%−501−19.0%Reduced–
iShares Tr464287234MSCI EMG MKT ETF9,914$542.3K0.3%−28,423−74.1%Reduced–
IDAIdacorp IncCOM4,082$516.6K0.2%+4,082NewHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF24,271$509.7K0.2%−392−1.6%Reduced–
UNHUnitedHealth Group IncStock1,431$472.3K0.2%+1,431NewHistory
iShares Tr464287630RUS 2000 VAL ETF2,362$428.0K0.2%−107−4.3%Reduced–
Vanguard Morningstar Value ETF922908744ETF2,187$417.7K0.2%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF1,278$412.8K0.2%−83−6.1%Reduced–
ORIOld Republic International CorpCOM8,618$393.2K0.2%−118−1.4%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF743$362.5K0.2%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF3,394$362.1K0.2%−1,233−26.6%Reduced–
WisdomTree Tr97717X578EM EX ST-OWNED7,142$278.7K0.1%−38,842−84.5%Reduced–
CCEPCoca-Cola Europacific Partners plcSHS3,013$273.3K0.1%−20−0.7%ReducedHistory
AFGAmerican Financial Group IncCOM1,946$266.0K0.1%−91−4.5%ReducedHistory
QCOMQualcomm IncStock1,536$262.7K0.1%−24−1.5%ReducedHistory
Ssga Active Tr78470P408STATE STREET US3,670$228.7K0.1%−1,321−26.5%Reduced–
iShares Tr464287721U.S. TECH ETF1,111$221.8K0.1%00.0%Unchanged–
COFCapital One Financial CorpStock853$206.7K0.1%+853NewHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Croban sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
CINFCincinnati Financial CorpCOM7,026$1.11M0.7%History
APDAir Products & Chemicals, Inc.Stock3,040$829.0K0.6%History
PFEPfizer IncStock24,245$617.5K0.4%History