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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 1,547.0 $481K 0.09% -108.0 -6.5% $310.84 -10.4%
42 CVX CHEVRON CORPORATION Energy 2,163.0 $447K 0.09% -242.0 -10.1% $206.86 -16.1%
43 MO ALTRIA GROUP INC Consumer Defensive 5,680.0 $375K 0.07% -1K -15.8% $65.99 +4.7%
44 MKL MARKEL GROUP INC Financial Services 184.0 $352K 0.07% -4.0 -2.1% $1914.07 -3.5%
45 SRE SEMPRA Utilities 3,597.0 $350K 0.07% -67.0 -1.8% $97.17 -6.7%
46 AXP AMERICAN EXPRESS CO Financial Services 1,116.0 $337K 0.07% -79.0 -6.6% $302.37 +11.8%
47 T AT&T INC Communication Services 11,117.0 $322K 0.06% -662.0 -5.6% $28.99 -24.1%
48 WRB BERKLEY W R CORP Financial Services 4,763.0 $316K 0.06% -2K -30.2% $66.28 +1.4%
49 MGK VANGUARD WORLD FD 745.0 $274K 0.05% -47.0 -5.9% $367.44 -75.9%
50 ENB ENBRIDGE INC Energy 4,931.0 $267K 0.05% -220.0 -4.3% $54.14 +0.8%
51 AMD ADVANCED MICRO DEVICES INC Technology 1,279.0 $260K 0.05% -1K -46.3% $203.43 +164.2%
52 PRU PRUDENTIAL FINL INC Financial Services 2,594.0 $253K 0.05% -205.0 -7.3% $97.70 +9.0%
53 HD HOME DEPOT INC Consumer Cyclical 764.0 $251K 0.05% -205.0 -21.2% $328.91 +1.6%
54 CMI CUMMINS INC Industrials 422.0 $227K 0.04% -9.0 -2.1% $538.02 +33.2%
55 BINV 2023 ETF SERIES TRUST 5,046.0 $208K 0.04% -95.0 -1.9% $41.22 +3.5%
56 BLNE BEELINE HOLDINGS INC Consumer Defensive 14,552.0 $34K 0.01% -3K -19.2% $2.35 -47.2%
57 NVDA CALL NVIDIA CORPORATION Technology 100.0 $17K 0.00% -100.0 -50.0% $174.40 +20.8%
Page 3 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%