BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GD GENERAL DYNAMICS CORP Industrials 1,023.0 $363K 0.06% -153.0 -13.0% $354.37 +8.4%
102 MKL MARKEL GROUP INC Financial Services 180.0 $352K 0.06% -4.0 -2.2% $1953.01 -8.1%
103 ESGV VANGUARD WORLD FD 2,595.0 $343K 0.06% $132.25 +2.6%
104 MGK VANGUARD WORLD FD 3,725.0 $327K 0.06% +3K +400.0% $87.91 +1.2%
105 SRE SEMPRA Utilities 3,532.0 $327K 0.06% -65.0 -1.8% $92.71 -10.6%
106 SYLD CAMBRIA ETF TR 4,061.0 $321K 0.06% -5K -54.7% $79.09 +9.5%
107 PFE PFIZER INC Healthcare 13,168.0 $317K 0.06% +365.0 +2.9% $24.08 +16.6%
108 SHOP SHOPIFY INC Technology 2,678.0 $306K 0.05% -35.0 -1.3% $114.18 +30.7%
109 WCMI FIRST TR EXCHANGE-TRADED FD 15,406.0 $301K 0.05% +2K +10.8% $19.57 +1.2%
110 CMI CUMMINS INC Industrials 401.0 $286K 0.05% -21.0 -5.0% $713.21 -17.6%
111 ETN EATON CORP PLC Industrials 663.0 $283K 0.05% -16.0 -2.4% $426.12 -1.6%
112 NEBIUS GROUP N.V. 1,015.0 $280K 0.05% NEW $276.17
113 IWY ISHARES TR 964.0 $280K 0.05% +98.0 +11.3% $290.65 -1.7%
114 PRU PRUDENTIAL FINL INC Financial Services 2,596.0 $280K 0.05% $107.93 +12.3%
115 OAKM HARRIS OAKMARK ETF TRUST 9,739.0 $274K 0.05% $28.17 +12.1%
116 SCHF SCHWAB STRATEGIC TR 9,757.0 $270K 0.05% -902.0 -8.5% $27.70 +2.7%
117 HD HOME DEPOT INC Consumer Cyclical 764.0 $270K 0.05% $352.76 -4.9%
118 SCHK SCHWAB STRATEGIC TR 7,450.0 $269K 0.05% $36.06 +2.5%
119 ENB ENBRIDGE INC Energy 4,931.0 $267K 0.05% $54.21 -6.9%
120 TJX TJX COS INC NEW Consumer Cyclical 1,763.0 $267K 0.05% $151.49 -7.2%
Page 6 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%