BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSCR INVESCO EXCH TRD SLF IDX FD 23,562.0 $462K 0.08% -1K -5.6% $19.61 +0.3%
42 DIS DISNEY WALT CO Communication Services 4,397.0 $423K 0.07% -51.0 -1.1% $96.24 +12.0%
43 SHRY FIRST TR EXCHANGE TRADED FD 9,339.0 $399K 0.07% -21K -69.3% $42.74 +11.7%
44 RTX RTX CORPORATION Industrials 2,279.0 $391K 0.07% -236.0 -9.4% $171.51 +22.4%
45 DBND DOUBLELINE ETF TRUST 8,432.0 $384K 0.07% -113.0 -1.3% $45.59 -1.4%
46 LRCX LAM RESEARCH CORP Technology 885.0 $384K 0.07% -169.0 -16.0% $433.34 -27.5%
47 MCD MCDONALDS CORP Consumer Cyclical 1,383.0 $374K 0.07% -164.0 -10.6% $270.36 +0.2%
48 GD GENERAL DYNAMICS CORP Industrials 1,023.0 $363K 0.06% -153.0 -13.0% $354.37 +8.4%
49 MKL MARKEL GROUP INC Financial Services 180.0 $352K 0.06% -4.0 -2.2% $1953.01 -8.1%
50 SRE SEMPRA Utilities 3,532.0 $327K 0.06% -65.0 -1.8% $92.71 -10.6%
51 SYLD CAMBRIA ETF TR 4,061.0 $321K 0.06% -5K -54.7% $79.09 +9.5%
52 SHOP SHOPIFY INC Technology 2,678.0 $306K 0.05% -35.0 -1.3% $114.18 +30.7%
53 CMI CUMMINS INC Industrials 401.0 $286K 0.05% -21.0 -5.0% $713.21 -17.6%
54 ETN EATON CORP PLC Industrials 663.0 $283K 0.05% -16.0 -2.4% $426.12 -1.6%
55 SCHF SCHWAB STRATEGIC TR 9,757.0 $270K 0.05% -902.0 -8.5% $27.70 +2.7%
56 LIN LINDE PLC Basic Materials 485.0 $251K 0.04% -718.0 -59.7% $518.44 -6.0%
57 IVE ISHARES TR 1,050.0 $238K 0.04% -41.0 -3.8% $227.06 +4.5%
58 SCHD SCHWAB STRATEGIC TR 7,475.0 $237K 0.04% -625.0 -7.7% $31.71 +10.7%
59 BP BP PLC Energy 6,232.0 $230K 0.04% -2K -26.8% $36.95 +21.1%
60 PEP PEPSICO INC Consumer Defensive 1,596.0 $216K 0.04% -69.0 -4.1% $135.42 +6.0%
Page 3 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%