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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 YMAX TIDAL TRUST II 109,554.0 $858K 0.17% +24K +27.9% $7.83 +4.2%
62 SCHW SCHWAB CHARLES CORP Financial Services 8,812.0 $828K 0.16% -72.0 -0.8% $93.98 -2.4%
63 XBIL RBB FD INC 16,269.0 $814K 0.16% -2K -12.0% $50.03 +0.2%
64 VTI VANGUARD INDEX FDS 2,422.0 $777K 0.15% -50.0 -2.0% $320.75 +15.3%
65 SDVY FIRST TR EXCHANGE TRADED FD 19,638.0 $774K 0.15% +305.0 +1.6% $39.43 +7.1%
66 EIX EDISON INTL Utilities 10,401.0 $761K 0.15% +4K +53.7% $73.18 -1.8%
67 GLD SPDR GOLD TR Financial Services 1,736.0 $747K 0.14% -279.0 -13.8% $430.29 -10.0%
68 FTRI FIRST TR EXCHANGE-TRADED FD 39,024.0 $697K 0.13% +20K +104.0% $17.85 -6.5%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 2,810.0 $681K 0.13% $242.39 +2.8%
70 SYLD CAMBRIA ETF TR 8,972.0 $677K 0.13% -2K -15.0% $75.41 +3.6%
71 JNJ JOHNSON & JOHNSON Healthcare 2,720.0 $665K 0.13% $244.47 -6.6%
72 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,003.0 $655K 0.13% $327.15 +21.1%
73 CAT CATERPILLAR INC Industrials 912.0 $646K 0.12% $708.14 +39.2%
74 VOO VANGUARD INDEX FDS 1,056.0 $631K 0.12% +90.0 +9.3% $597.55 +15.2%
75 LIN LINDE PLC Basic Materials 1,203.0 $596K 0.11% -153.0 -11.3% $495.82 +3.3%
76 CI THE CIGNA GROUP Healthcare 2,142.0 $571K 0.11% $266.75 +4.7%
77 PVAL PUTNAM ETF TRUST 11,800.0 $548K 0.10% +1K +12.6% $46.40 +10.8%
78 MRK MERCK & CO INC Healthcare 4,456.0 $536K 0.10% -67.0 -1.5% $120.30 -5.3%
79 ORCL ORACLE CORP Technology 3,600.0 $530K 0.10% -358.0 -9.0% $147.11 +25.3%
80 MA MASTERCARD INCORPORATED Financial Services 1,037.0 $518K 0.10% -102.0 -9.0% $499.58 -2.0%
Page 4 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%