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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 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW SCHWAB CHARLES CORP Financial Services 8,812.0 $813K 0.14% $92.27 +21.7%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 2,810.0 $790K 0.14% $281.21 -16.2%
63 XBIL RBB FD INC 15,220.0 $761K 0.14% -1K -6.5% $50.00 +0.3%
64 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,993.0 $739K 0.13% $370.68 -3.9%
65 EIX EDISON INTL Utilities 9,681.0 $721K 0.13% -720.0 -6.9% $74.45 -3.8%
66 FTSM FIRST TR EXCHANGE-TRADED FD 11,742.0 $701K 0.12% -180K -93.9% $59.73 +0.2%
67 PVAL PUTNAM ETF TRUST 13,078.0 $666K 0.12% +1K +10.8% $50.95 +6.5%
68 GLD SPDR GOLD TR Financial Services 1,704.0 $628K 0.11% -32.0 -1.8% $368.38 +14.9%
69 FTRI FIRST TR EXCHANGE-TRADED FD 39,253.0 $623K 0.11% +229.0 +0.6% $15.87 +19.0%
70 JNJ JOHNSON & JOHNSON Healthcare 2,349.0 $597K 0.11% -371.0 -13.6% $254.01 +6.4%
71 CI THE CIGNA GROUP Healthcare 2,142.0 $591K 0.10% $275.68 +0.7%
72 AFLG FIRST TR EXCHNG TRADED FD VI 13,471.0 $585K 0.10% +399.0 +3.0% $43.42 +3.2%
73 TCHP T ROWE PRICE EXCHANGE-TRADED 11,329.0 $567K 0.10% +816.0 +7.8% $50.09 +0.4%
74 SPG SIMON PPTY GROUP INC NEW Real Estate 2,511.0 $562K 0.10% $223.66 -2.4%
75 LLY ELI LILLY & CO Healthcare 467.0 $560K 0.10% -1K -75.9% $1199.59 +4.6%
76 MRK MERCK & CO INC Healthcare 4,358.0 $560K 0.10% -98.0 -2.2% $128.51 +18.7%
77 MA MASTERCARD INCORPORATED Financial Services 1,049.0 $539K 0.10% +12.0 +1.2% $513.51 +13.1%
78 ORCL ORACLE CORP Technology 3,627.0 $532K 0.09% +27.0 +0.8% $146.55 -0.1%
79 GLW CORNING INC Technology 2,058.0 $526K 0.09% -6K -75.5% $255.43 -41.4%
80 JPM JPMORGAN CHASE & CO Financial Services 1,578.0 $517K 0.09% -4K -73.2% $327.37 +7.4%
Page 4 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%