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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ULVM VICTORY PORTFOLIOS II 18,989.0 $1.8M 0.35% +469.0 +2.5% $95.49 +9.9%
42 NBSD NEUBERGER BERMAN ETF TRUST 35,250.0 $1.8M 0.34% -755.0 -2.1% $50.71 -0.1%
43 LLY ELI LILLY & CO Healthcare 1,935.0 $1.8M 0.34% +16.0 +0.8% $919.93 +19.4%
44 MNTN INC 200,000.0 $1.8M 0.34% $8.80
45 VZ VERIZON COMMUNICATIONS INC Communication Services 34,706.0 $1.7M 0.33% +4K +12.9% $50.20 -9.6%
46 JPM JPMORGAN CHASE & CO Financial Services 5,894.0 $1.7M 0.33% +107.0 +1.9% $294.17 +10.6%
47 XLC SELECT SECTOR SPDR TR 15,496.0 $1.7M 0.33% +398.0 +2.6% $110.86 -1.3%
48 TIDAL TRUST II 64,838.0 $1.5M 0.28% +2K +3.5% $22.80
49 RB GLOBAL INC 15,306.0 $1.5M 0.28% +444.0 +3.0% $95.85
50 AMGN AMGEN INC Healthcare 4,030.0 $1.4M 0.27% -24.0 -0.6% $351.85 -4.0%
51 QQQ INVESCO QQQ TR Financial Services 2,304.0 $1.3M 0.26% +310.0 +15.6% $577.09 +28.3%
52 SHRY FIRST TR EXCHANGE TRADED FD 30,386.0 $1.3M 0.25% -1K -3.4% $43.46 -2.4%
53 XOM EXXON MOBIL CORP Energy 7,322.0 $1.2M 0.24% -2K -18.4% $169.67 -18.8%
54 V VISA INC Financial Services 4,085.0 $1.2M 0.24% -313.0 -7.1% $302.25 +8.3%
55 CRPT FIRST TR EXCHNG TRADED FD VI 98,583.0 $1.1M 0.22% +7K +7.8% $11.64 +15.9%
56 GLW CORNING INC Technology 8,393.0 $1.1M 0.22% -889.0 -9.6% $135.97 +43.4%
57 SGOV ISHARES TR 10,722.0 $1.1M 0.21% +4K +71.7% $100.66 -0.1%
58 GOOGL ALPHABET INC Communication Services 3,250.0 $935K 0.18% -610.0 -15.8% $287.58 +28.0%
59 GRW TCW ETF TRUST 33,633.0 $925K 0.18% -41K -55.0% $27.51 +17.0%
60 ABBV ABBVIE INC Healthcare 4,080.0 $887K 0.17% -193.0 -4.5% $217.51 -0.5%
Page 3 of 7  ·  140 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%