Outbound Financial Inc

Q1 2026 13F-HR Holdings

Location
Boulder, CO
Holdings as of
3/31/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$133,388
Net value change ($000)
+4,948 (3.9%)
New positions
3
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: 7/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 1,809 6.5%
DFGP 793 5.5%
VCRM 790 NEW
DFIC 741 9.0%
DGCB 545 6.6%
DFEM 465 12.6%
DFAX 463 NEW
VXUS 411 NEW
DFNM 376 4.9%
DFGX 121 5.8%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -659 -17.7%
TSLA -365 -17.3%
DUHP -273 -8.4%
BIL -162 -8.9%
DUSB -153 -7.1%
IVV -81 -4.6%
DFSU -72 -6.1%
AVUS -69 -0.7%
DISV -64 -6.3%
GOOGL -49 -8.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type