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Portfolio (Quarterly) Guide ↗

USA FINANCIAL FORMULAS

· CIK 0001633716
13F Portfolio $530.5B AUM 437 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 71 Added 176 Reduced 91 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 Unilever plc - ADR 2,885 $189K 0.03% SOLD
22 BWA BorgWarner Inc Consumer Cyclical 4,022 $181K 0.03% SOLD
23 AMKR AMKOR Technology Inc. Technology 4,537 $179K 0.03% SOLD
24 DOX Amdocs Ltd Technology 2,117 $170K 0.03% SOLD
25 ALNY Alnylam Pharmaceuticals Inc Healthcare 424 $169K 0.03% SOLD
26 BR Broadridge Financial Solutions, Inc. Technology 754 $168K 0.03% SOLD
27 CW Curtiss-Wright Corp. Industrials 295 $163K 0.03% SOLD
28 EWY BlackRock Institutional Trust Company N.A. - iShares MSCI South Korea 1,650 $160K 0.03% SOLD
29 EZA BlackRock Institutional Trust Company N.A. - BTC iShares MSCI South Af 2,238 $154K 0.03% SOLD
30 APG APi Group Corporation Industrials 3,936 $151K 0.03% SOLD
31 EPHE BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Philippi 6,019 $150K 0.03% SOLD
32 L Loews Corp. Financial Services 1,418 $149K 0.03% SOLD
33 THD BlackRock Institutional Trust Company N.A. - iShares MSCI Thailand ETF 2,487 $148K 0.03% SOLD
34 EWN BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Netherla 2,576 $147K 0.03% SOLD
35 SPGI S&P Global Inc Financial Services 270 $141K 0.03% SOLD
36 ITT ITT Inc Industrials 794 $138K 0.03% SOLD
37 IBM International Business Machines Corp. Technology 460 $136K 0.03% SOLD
38 NVT nVent Electric plc Industrials 1,323 $135K 0.03% SOLD
39 CACI Caci International Inc. - Registered Shares - Class A Technology 252 $134K 0.02% SOLD
40 FIX Comfort Systems USA, Inc. Industrials 141 $132K 0.02% SOLD
Page 2 of 5  ·  91 positions
Sector Allocation
Financial Services 33.4%
Technology 20.2%
Industrials 14.1%
Healthcare 7.8%
Energy 6.1%
Consumer Cyclical 5.0%
Basic Materials 4.0%
Utilities 3.7%
Communication Services 2.3%
Consumer Defensive 2.1%