Luken Investment Analytics, LLC

CIK 0001730546 · Q2 2026

13F Equity AUM

$286.1M

+9.5% QoQ

Positions

170

-158 QoQ

AUM Rank

#6,741

Top 54%

Skill Alpha (FF)

+0.9%/yr^ns

No Clear Edge

Rank #1,646 · Top 20%

vs S&P -4.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 35.4%Top 10: 56.3%Top 20: 82.3%

TDVI8.8%

SPYM7.4%

NDQ7.0%

SPEM6.6%

YDEC5.5%

SPY5.0%

SDVD4.4%

SPDW4.2%

HYTI4.0%

RSP3.2%

Others (157)43.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 167Median: 0.04%Avg: 0.60%

0–0.5%

139(9.6%)

0.5–1%

5(3.2%)

1–3%

11(24.9%)

3–5%

6(21.9%)

5%+

6(40.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 167vs 20 funds

0%Low

167

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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