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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MNTN INC 200,000.0 $1.8M 0.33% $9.20
42 RB GLOBAL INC 15,307.0 $1.8M 0.32% $116.45
43 QQQ INVESCO QQQ TR Financial Services 2,417.0 $1.8M 0.32% +113.0 +4.9% $736.30 -3.1%
44 NBSD NEUBERGER BERMAN ETF TRUST 33,627.0 $1.7M 0.30% -2K -4.6% $50.51 +0.3%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 14,001.0 $1.6M 0.29% -5K -24.7% $116.67 +54.2%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 34,924.0 $1.5M 0.26% +218.0 +0.6% $42.34 +16.8%
47 AMGN AMGEN INC Healthcare 4,007.0 $1.5M 0.26% -23.0 -0.6% $362.16 +21.3%
48 CRPT FIRST TR EXCHNG TRADED FD VI 117,019.0 $1.3M 0.24% +18K +18.7% $11.36 +23.5%
49 SCHM SCHWAB STRATEGIC TR 35,481.0 $1.3M 0.23% -148K -80.7% $36.87 -1.9%
50 V VISA INC Financial Services 3,219.0 $1.1M 0.20% -866.0 -21.2% $343.11 +8.1%
51 XOM EXXON MOBIL CORP Energy 7,482.0 $1.0M 0.18% +160.0 +2.2% $136.71 +20.8%
52 GOOGL ALPHABET INC Communication Services 2,750.0 $983K 0.17% -500.0 -15.4% $357.40 -3.5%
53 CAT CATERPILLAR INC Industrials 913.0 $972K 0.17% $1064.42 -22.2%
54 YMAX TIDAL TRUST II 119,631.0 $967K 0.17% +10K +9.2% $8.08 -5.0%
55 ABBV ABBVIE INC Healthcare 3,834.0 $965K 0.17% -246.0 -6.0% $251.67 +5.3%
56 GRW TCW ETF TRUST 29,601.0 $954K 0.17% -4K -12.0% $32.23 -2.2%
57 GLD CALL SPDR GOLD TR Financial Services 2,500.0 $921K 0.16% NEW $368.38 +14.9%
58 VTI VANGUARD INDEX FDS 2,421.0 $896K 0.16% $370.00 +2.2%
59 VOO VANGUARD INDEX FDS 1,218.0 $837K 0.15% +162.0 +15.3% $686.81 +2.5%
60 SDVY FIRST TR EXCHANGE TRADED FD 19,104.0 $824K 0.15% -534.0 -2.7% $43.14 +1.7%
Page 3 of 8  ·  145 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%