Camarda Financial Advisors, LLC

CIK 0001536444 · Q2 2026

13F Equity AUM

$330.6M

+74.0% QoQ

Positions

122

+18 QoQ

AUM Rank

#4,721

Top 54%

Skill Alpha (FF)

-6.5%/yr

Underperformer

Rank #7,829 · Top 94%

vs S&P -5.1%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 23.4%Top 10: 36.6%Top 20: 54.2%

IYM6.1%

IYW5.0%

IYZ4.4%

IYE4.1%

LRCX3.8%

KLAC3.4%

AMD2.8%

GOOGL2.5%

NVDA2.4%

IWM2.2%

Others (112)63.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services52.6%

Technology29.3%

Industrials5.5%

Consumer Cyclical4.9%

Communication Services2.7%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 122Median: 0.44%Avg: 0.82%

0–0.5%

67(14.6%)

0.5–1%

22(15.7%)

1–3%

27(43.0%)

3–5%

4(15.7%)

5%+

2(11.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 122vs 20 funds

0%Low

122

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New34Increased53Decreased35Exited16

New Positions

IYM6.1%

+113K

IYW5.0%

+66K

IYZ4.4%

+343K

IYE4.1%

+239K

AMD2.8%

+16K

IJK2.1%

+60K

PANW1.6%

+16K

V1.4%

+13K

GE1.4%

+12K

MU1.4%

+4K

Increased

EEM2.1%

+49K(+92%)

FLRT0.8%

+37K(+224%)

KLAC3.4%

+34K(+1411%)

IJS2.1%

+26K(+104%)

NVDA2.4%

+26K(+189%)

VUG0.7%

+23K(+469%)

OXY0.5%

+16K(+85%)

IWM2.2%

+12K(+97%)

CARY0.9%

+10K(+8%)

HIPS0.3%

+7K(+8%)

Decreased

OUNZ0.3%

-50,711(-63%)

SCCR0.1%

-28,905(-61%)

GDX0.2%

-24,635(-75%)

BNDI0.1%

-24,176(-82%)

TLT0.6%

-17,548(-43%)

AVGO0.1%

-11,655(-91%)

IEF0.1%

-9,131(-74%)

WDC1.2%

-7,908(-56%)

ON0.5%

-7,411(-31%)

MSFT0.3%

-6,819(-70%)

Exited

GLW

-35,429

JNJ

-14,626

-77,378

IVW

-26,557

-8,653

-32,561

-13,596

-5,084

-28,990

-86,722

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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