Luken Investment Analytics, LLC

All 13F Filings

Location
Brentwood, TN
Most recent 13F
Q2 2026
Holdings value ($000)
286,061
Description
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Website
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Founded
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Chairman
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CEO
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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.