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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
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 28,659.0 $2.5M 0.44% -654.0 -2.2% $87.04 +7.8%
22 EME EMCOR GROUP INC Industrials 2,499.0 $2.1M 0.37% -57.0 -2.2% $829.88 -6.4%
23 NBSD NEUBERGER BERMAN ETF TRUST 33,627.0 $1.7M 0.30% -2K -4.6% $50.51 +0.3%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 14,001.0 $1.6M 0.29% -5K -24.7% $116.67 +54.2%
25 AMGN AMGEN INC Healthcare 4,007.0 $1.5M 0.26% -23.0 -0.6% $362.16 +21.3%
26 SCHM SCHWAB STRATEGIC TR 35,481.0 $1.3M 0.23% -148K -80.7% $36.87 -1.9%
27 V VISA INC Financial Services 3,219.0 $1.1M 0.20% -866.0 -21.2% $343.11 +8.1%
28 GOOGL ALPHABET INC Communication Services 2,750.0 $983K 0.17% -500.0 -15.4% $357.40 -3.5%
29 ABBV ABBVIE INC Healthcare 3,834.0 $965K 0.17% -246.0 -6.0% $251.67 +5.3%
30 GRW TCW ETF TRUST 29,601.0 $954K 0.17% -4K -12.0% $32.23 -2.2%
31 SDVY FIRST TR EXCHANGE TRADED FD 19,104.0 $824K 0.15% -534.0 -2.7% $43.14 +1.7%
32 XBIL RBB FD INC 15,220.0 $761K 0.14% -1K -6.5% $50.00 +0.3%
33 EIX EDISON INTL Utilities 9,681.0 $721K 0.13% -720.0 -6.9% $74.45 -3.8%
34 FTSM FIRST TR EXCHANGE-TRADED FD 11,742.0 $701K 0.12% -180K -93.9% $59.73 +0.2%
35 GLD SPDR GOLD TR Financial Services 1,704.0 $628K 0.11% -32.0 -1.8% $368.38 +14.9%
36 JNJ JOHNSON & JOHNSON Healthcare 2,349.0 $597K 0.11% -371.0 -13.6% $254.01 +6.4%
37 LLY ELI LILLY & CO Healthcare 467.0 $560K 0.10% -1K -75.9% $1199.59 +4.6%
38 MRK MERCK & CO INC Healthcare 4,358.0 $560K 0.10% -98.0 -2.2% $128.51 +18.7%
39 GLW CORNING INC Technology 2,058.0 $526K 0.09% -6K -75.5% $255.43 -41.4%
40 JPM JPMORGAN CHASE & CO Financial Services 1,578.0 $517K 0.09% -4K -73.2% $327.37 +7.4%
Page 2 of 4  ·  61 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 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%