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Portfolio (Quarterly) Guide ↗

MANCHESTER FINANCIAL INC

· CIK 0000866590
13F Portfolio $563M AUM 145 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 39 Added 61 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 18,900.0 $3.6M 0.64% NEW $190.52 -3.8%
2 WMT WALMART INC Consumer Defensive 17,208.0 $1.9M 0.35% NEW $113.26 -8.4%
3 GLD CALL SPDR GOLD TR Financial Services 2,500.0 $921K 0.16% NEW $368.38 +14.9%
4 SPACE EXPLORATION TECHN CORP 2,439.0 $417K 0.07% NEW $170.86
5 NEBIUS GROUP N.V. 1,015.0 $280K 0.05% NEW $276.17
6 BBY BEST BUY INC Consumer Cyclical 3,252.0 $247K 0.04% NEW $75.88 +13.2%
7 INTC INTEL CORP Technology 1,758.0 $245K 0.04% NEW $139.63 -35.5%
8 DDIV FIRST TR EXCHANGE TRADED FD 5,227.0 $236K 0.04% NEW $45.09 +3.6%
9 GS GOLDMAN SACHS GROUP INC Financial Services 223.0 $226K 0.04% NEW $1011.37 +2.8%
10 ADI ANALOG DEVICES INC Technology 563.0 $223K 0.04% NEW $396.94 -6.0%
11 MU MICRON TECHNOLOGY INC Technology 191.0 $221K 0.04% NEW $1155.22 -16.3%
12 BIL SPDR SERIES TRUST 2,339.0 $214K 0.04% NEW $91.64 -0.0%
13 IWN ISHARES TR 960.0 $212K 0.04% NEW $221.20 +1.6%
14 IWD ISHARES TR 842.0 $204K 0.04% NEW $242.43 +6.1%
15 NTNX NUTANIX INC Technology 4,000.0 $204K 0.04% NEW $50.96 +32.7%
16 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 10,356.0 $151K 0.03% NEW $14.54 -1.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Financial Services 12.5%
Consumer Cyclical 9.7%
Industrials 7.7%
Communication Services 7.5%
Healthcare 6.7%
Consumer Defensive 4.7%
Energy 1.7%
Utilities 1.0%
Real Estate 0.5%