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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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LMT LOCKHEED MARTIN CORP Industrials 420.0 $214K 0.04% -5.0 -1.2% $509.08 +10.7%
Page 4 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%