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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,116.0 $337K 0.07% -79.0 -6.6% $302.37 +11.8%
102 AOR ISHARES TR 5,118.0 $329K 0.06% +746.0 +17.1% $64.35 +8.4%
103 T AT&T INC Communication Services 11,117.0 $322K 0.06% -662.0 -5.6% $28.99 -24.1%
104 SHOP SHOPIFY INC Technology 2,713.0 $322K 0.06% $118.62 -8.2%
105 WRB BERKLEY W R CORP Financial Services 4,763.0 $316K 0.06% -2K -30.2% $66.28 +1.4%
106 ESGV VANGUARD WORLD FD 2,595.0 $291K 0.06% +890.0 +52.2% $112.28 +17.9%
107 TJX TJX COS INC NEW Consumer Cyclical 1,763.0 $281K 0.05% $159.66 +2.6%
108 MGK VANGUARD WORLD FD 745.0 $274K 0.05% -47.0 -5.9% $367.44 -75.9%
109 CSCO CISCO SYS INC Technology 3,472.0 $269K 0.05% +240.0 +7.4% $77.59 +54.1%
110 OAKM HARRIS OAKMARK ETF TRUST 9,739.0 $268K 0.05% +231.0 +2.4% $27.57 +0.7%
111 ENB ENBRIDGE INC Energy 4,931.0 $267K 0.05% -220.0 -4.3% $54.14 +0.8%
112 SCHF SCHWAB STRATEGIC TR 10,659.0 $264K 0.05% $24.75 +14.1%
113 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,360.0 $261K 0.05% $35.44 -10.2%
114 AMD ADVANCED MICRO DEVICES INC Technology 1,279.0 $260K 0.05% -1K -46.3% $203.43 +164.2%
115 PEP PEPSICO INC Consumer Defensive 1,665.0 $259K 0.05% $155.29 -8.5%
116 LMT LOCKHEED MARTIN CORP Industrials 425.0 $257K 0.05% $603.95 -15.4%
117 IVV ISHARES TR 392.0 $256K 0.05% +8.0 +2.1% $653.71 +14.7%
118 PRU PRUDENTIAL FINL INC Financial Services 2,594.0 $253K 0.05% -205.0 -7.3% $97.70 +9.0%
119 HD HOME DEPOT INC Consumer Cyclical 764.0 $251K 0.05% -205.0 -21.2% $328.91 +1.6%
120 SCHD SCHWAB STRATEGIC TR 8,100.0 $248K 0.05% $30.68 +3.8%
Page 6 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%