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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV ISHARES SILVER TR Financial Services 7,459.0 $508K 0.10% $68.14 -12.7%
82 AFLG FIRST TR EXCHNG TRADED FD VI 13,072.0 $504K 0.10% -240K -94.8% $38.58 +12.5%
83 FPE FIRST TR EXCH TRADED FD III 27,600.0 $490K 0.09% $17.75 +1.4%
84 BSCR INVESCO EXCH TRD SLF IDX FD 24,956.0 $490K 0.09% -3K -9.4% $19.62 +0.2%
85 RTX RTX CORPORATION Industrials 2,515.0 $485K 0.09% $192.90 -3.8%
86 MCD MCDONALDS CORP Consumer Cyclical 1,547.0 $481K 0.09% -108.0 -6.5% $310.84 -10.4%
87 SPG SIMON PPTY GROUP INC NEW Real Estate 2,511.0 $468K 0.09% $186.54 +13.3%
88 TCHP T ROWE PRICE ETF INC 10,513.0 $464K 0.09% +1K +12.6% $44.18 +14.7%
89 CVX CHEVRON CORPORATION Energy 2,163.0 $447K 0.09% -242.0 -10.1% $206.86 -16.1%
90 CEF SPROTT ASSET MANAGEMENT LP Financial Services 9,163.0 $437K 0.08% +422.0 +4.8% $47.72 -9.3%
91 DIS DISNEY WALT CO Communication Services 4,448.0 $429K 0.08% +137.0 +3.2% $96.37 +7.8%
92 GD GENERAL DYNAMICS CORP Industrials 1,176.0 $404K 0.08% $343.34 +1.9%
93 BP BP PLC Energy 8,516.0 $400K 0.08% $47.00 -16.8%
94 DBND DOUBLELINE ETF TRUST 8,545.0 $391K 0.07% +498.0 +6.2% $45.81 -0.7%
95 USO UNITED STS OIL FD LP Financial Services 3,067.0 $390K 0.07% NEW $127.25 -9.7%
96 MO ALTRIA GROUP INC Consumer Defensive 5,680.0 $375K 0.07% -1K -15.8% $65.99 +4.7%
97 SOFI SOFI TECHNOLOGIES INC Financial Services 23,371.0 $371K 0.07% $15.88 +12.8%
98 PFE PFIZER INC Healthcare 12,803.0 $360K 0.07% NEW $28.08 -10.2%
99 MKL MARKEL GROUP INC Financial Services 184.0 $352K 0.07% -4.0 -2.1% $1914.07 -3.5%
100 SRE SEMPRA Utilities 3,597.0 $350K 0.07% -67.0 -1.8% $97.17 -6.7%
Page 5 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%