Luken Investment Analytics, LLC

All 13F Filings

Location
Brentwood, TN
Most recent 13F
Q2 2026
Holdings value ($000)
286,061
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 170 286,061 13F-HR Luken Investment Analytics, LLC
Q1 2026 5/12/2026 160 261,215 13F-HR Luken Investment Analytics, LLC
Q4 2025 2/3/2026 400 253,375 13F-HR Luken Investment Analytics, LLC
Q3 2025 11/14/2025 145 255,906 13F-HR Luken Investment Analytics, LLC
Q2 2025 7/22/2025 147 228,169 13F-HR Luken Investment Analytics, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 116.4 K 40.7% 525 0 525
ETFs 169.7 K 59.3% 24.33 K 0 24.33 K
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
286,061
Holdings
170
QoQ value change ($000)
24,846 (9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.