Oder Investment Management, LLC has filed its latest 13F-HR with the SEC, revealing a total of $154.2 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and asset allocations.
Founded in California, Oder Investment Management, LLC is categorized as an investment advisory firm. The company operates out of Woodland Hills, California, and has been actively managing assets for its clients.
The filing states, "The total value of securities held is $154,186,501, with a total of 115 positions reported." This indicates a diverse portfolio, which may include various sectors and asset classes.
This update could impact various stakeholders, including clients, potential investors, and competitors in the asset management space. The reported assets reflect the firm's ability to attract and manage capital, which is crucial in the competitive landscape of investment advisory services.
Details were not available in the SEC filing regarding future actions or changes in strategy following this report.
Key Holdings
Among the notable positions held by Oder Investment Management, LLC, as indicated in the filing, are investments in major companies such as Apple Inc., with a reported value of $13,313,069, and Amazon.com Inc., valued at $6,640,097. Other significant holdings include Alphabet Inc. at $5,920,877 and Bank of America Corp. at $1,432,576. These investments reflect the firm’s strategy to maintain a diversified portfolio across various sectors, including technology, finance, and consumer goods.
Investment Discretion
The filing also highlights that all reported positions are held under sole investment discretion, indicating that Oder Investment Management, LLC has complete control over the investment decisions for these securities. This level of discretion allows the firm to actively manage its portfolio in response to market conditions and investment opportunities.
Contact Information
For further inquiries, stakeholders can reach out to Oder Investment Management, LLC at their Woodland Hills office, located at 21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367. The firm's contact number is (818) 676-0036.
Absence of Forward-Looking Statements
It is important to note that the SEC filing does not provide any forward-looking statements or insights into the firm's future investment strategies or anticipated market conditions. Stakeholders may find this information crucial for understanding the firm's direction and potential adjustments in its investment approach.
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