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Portfolio (Quarterly) Guide ↗

MANCHESTER FINANCIAL INC

· CIK 0000866590
13F Portfolio $521M AUM 140 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 38 Added 57 Reduced 7 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 98,964.0 $17.3M 3.31% -1K -1.3% $174.40 +20.8%
2 FDL FIRST TR EXCHANGE-TRADED FD 315,646.0 $16.0M 3.08% -37K -10.5% $50.80 -3.4%
3 RSP INVESCO EXCHANGE TRADED FD T 81,462.0 $15.6M 3.00% -5K -6.1% $191.92 +9.4%
4 XMMO INVESCO EXCHANGE TRADED FD T 94,402.0 $13.7M 2.63% -992.0 -1.0% $145.02 +18.5%
5 FTSM FIRST TR EXCHANGE-TRADED FD 191,925.0 $11.5M 2.20% -10K -4.8% $59.78 +0.2%
6 GRID FIRST TR EXCHANGE-TRADED FD 38,968.0 $6.4M 1.22% -1K -3.1% $163.58 +19.0%
7 TBIL RBB FD INC 123,867.0 $6.2M 1.19% -3K -2.7% $49.86 +0.2%
8 MMSC FIRST TR EXCHNG TRADED FD VI 254,583.0 $6.0M 1.16% -7K -2.6% $23.71 +20.0%
9 SCHM SCHWAB STRATEGIC TR 183,375.0 $5.7M 1.09% -12K -6.2% $30.96 +16.6%
10 META META PLATFORMS INC Communication Services 9,194.0 $5.3M 1.01% -540.0 -5.5% $572.12 +0.9%
11 VT VANGUARD INTL EQUITY INDEX F 29,148.0 $4.0M 0.77% -638.0 -2.1% $138.32 +14.0%
12 AMZN AMAZON COM INC Consumer Cyclical 16,032.0 $3.3M 0.64% -580.0 -3.5% $208.27 +17.3%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,930.0 $2.9M 0.56% -1K -32.5% $996.31 -4.5%
14 FIX COMFORT SYS USA INC Industrials 2,102.0 $2.9M 0.56% -30.0 -1.4% $1378.99 +42.7%
15 PLTR PALANTIR TECHNOLOGIES INC Technology 18,587.0 $2.7M 0.52% -279.0 -1.5% $146.28 -12.2%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,990.0 $2.6M 0.50% -822.0 -17.1% $650.34 +14.8%
17 AVGO BROADCOM INC Technology 7,481.0 $2.3M 0.44% -46.0 -0.6% $309.50 +32.9%
18 HCA HCA HEALTHCARE INC Healthcare 4,665.0 $2.2M 0.42% -50.0 -1.1% $473.24 -20.7%
19 TSLA TESLA INC Consumer Cyclical 5,186.0 $1.9M 0.37% -496.0 -8.7% $371.75 +7.7%
20 IWV ISHARES TR 4,996.0 $1.9M 0.35% -55.0 -1.1% $370.68 +14.6%
Page 1 of 3  ·  57 positions

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 45.4%
Financial Services 13.9%
Communication Services 10.7%
Healthcare 8.3%
Consumer Cyclical 7.0%
Industrials 6.9%
Consumer Defensive 3.5%
Energy 2.3%
Utilities 1.1%
Basic Materials 0.6%