Luken Investment Analytics, LLC
•CIK: 1730546•Filing: Q4 2025
**Luken Investment Analytics, LLC** manages $253M across a diversified portfolio of 400 positions. The fund exhibits significant concentration in technology and market-linked instruments, notably holding TDVI at $23.4M and FTSM at $22.5M. Key allocations also include IGLD ($21.2M), SPYM ($19.3M), and SPEM ($17.0M), suggesting a focused, quantitative approach to market exposure. This structure indicates active management targeting specific sector and index performance drivers.
Total AUM
$253.4M
QoQ Performance
-1.0%
Positions
359
Top 10 Concentration
70.3%
Latest Filing
Q4 2025
Top Holdings Allocation
TDVI
FTSM
IGLD
SPYM
SPEM
RDVI
HYBL
YJUN
TDVI9.2%
FTSM8.9%
IGLD8.4%
SPYM7.6%
SPEM6.7%
RDVI6.6%
HYBL6.5%
YJUN5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
ETF11.3%
Industrial1.7%
Technology1.0%
Healthcare0.8%
Consumer0.7%
Financial0.4%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW68 new positions
↑75 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023