Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Camarda Financial Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Camarda Financial Advisors, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Camarda Financial Advisors, LLC (CIK 1536444) reported $330.6M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IYM ($20.3M, 6.14%), IYW ($16.6M, 5.01%), IYZ ($14.5M, 4.38%), IYE ($13.5M, 4.10%), LRCX ($12.6M, 3.82%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IYM	ISHARES TR	$20.3M	6.14%	112,984	New
2	IYW	ISHARES TR	$16.6M	5.01%	65,684	New
3	IYZ	ISHARES TR	$14.5M	4.38%	342,521	New
4	IYE	ISHARES TR	$13.5M	4.10%	239,220	New
5	LRCX	LAM RESEARCH CORP	$12.6M	3.82%	29,136	Trimmed
6	KLAC	KLA CORP	$11.1M	3.35%	36,714	Added
7	AMD	ADVANCED MICRO DEVICES INC	$9.1M	2.76%	15,729	New
8	GOOGL	ALPHABET INC	$8.3M	2.52%	23,353	Added
9	NVDA	NVIDIA CORPORATION	$7.8M	2.37%	39,200	Added
10	IWM	ISHARES TR	$7.1M	2.16%	23,748	Added
11	IJK	ISHARES TR	$7.0M	2.13%	59,837	New
12	IJS	ISHARES TR	$7.0M	2.12%	51,363	Added
13	EEM	ISHARES TR	$7.0M	2.12%	102,543	Added
14	AAPL	APPLE INC	$6.8M	2.06%	23,567	Added
15	ARM	ARM HOLDINGS PLC	$6.5M	1.96%	18,316	Trimmed
16	PANW	PALO ALTO NETWORKS INC	$5.3M	1.60%	15,506	New
17	AMAT	APPLIED MATLS INC	$4.7M	1.42%	6,494	Trimmed
18	V	VISA INC	$4.6M	1.40%	13,499	New
19	SNDK	SANDISK CORP	$4.5M	1.38%	2,000	Trimmed
20	GE	GE AEROSPACE	$4.6M	1.38%	12,220	New
21	CAT	CATERPILLAR INC	$4.6M	1.38%	4,280	Added
22	MU	MICRON TECHNOLOGY INC	$4.4M	1.35%	3,854	New
23	SBUX	STARBUCKS CORP	$4.1M	1.24%	40,208	New
24	JBL	JABIL INC	$4.1M	1.23%	10,511	Added
25	AMZN	AMAZON COM INC	$4.1M	1.23%	17,062	Added

Source: SEC Form 13F filings · as of 2026-06-30