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Carri Sanford

Luken Investment Analytics, Llc

Assets Managed
$261.215M
Holdings
160
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
3.1%(2Q avg: 1.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Luken Investment Analytics, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Luken Investment Analytics, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 261.215M in assets, with a quarterly growth rate of 3.1% and a 2-quarter average growth rate of 1.06%. The portfolio is managed by Carri Sanford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGV
Ishares Expanded Tech-softwa
Recent Activity
New Position
8.41%
$21.958M
274,298 shares@ $80.06 avg price
TDVI
Ft Vest Technology Dividend
Recent Activity
Decreased -4.03%
8.25%
$21.528M
810,557 shares@ $26.57 avg price
IGLD
Ft Vest Gold Strategy Target
Recent Activity
Decreased -11.92%
7.31%
$19.094M
747,915 shares@ $25.54 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.3%
7.21%
$18.822M
245,913 shares@ $76.55 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 0.27%
6.53%
$17.047M
363,404 shares@ $46.92 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 30.29%
6.23%
$16.249M
28,152 shares@ $577.18 avg price
YDEC
Ft Vest International Equity
Recent Activity
New Position
5.5%
$14.343M
545,343 shares@ $26.31 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.19%
4.86%
$12.679M
19,496 shares@ $650.35 avg price
HYTI
Ft Vst High Yld & Tar In Etf
Recent Activity
New Position
4.55%
$11.863M
615,944 shares@ $19.26 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 47.19%
4.07%
$10.622M
232,694 shares@ $45.65 avg price

1-10 of 160