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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 OSIS OSI Systems, Inc. Technology 159 $41K 0.01% SOLD
62 AGX Argan, Inc. Industrials 128 $40K 0.01% SOLD
63 FLEX Flex Ltd Technology 457 $28K 0.01% SOLD
64 SBLK Star Bulk Carriers Corp Industrials 1,346 $26K 0.01% SOLD
65 NBIX Neurocrine Biosciences, Inc. Healthcare 174 $25K 0.00% SOLD
66 TTI Tetra Technologies, Inc. Energy 2,434 $23K 0.00% SOLD
67 REV Group Inc 357 $22K 0.00% SOLD
68 IDR Idaho Strategic Resources Inc Basic Materials 533 $21K 0.00% SOLD
69 NTB Bank of N T Butterfield & Son Ltd. Financial Services 403 $20K 0.00% SOLD
70 UVE Universal Insurance Holdings Inc Financial Services 592 $20K 0.00% SOLD
71 BANC Banc of California Inc Financial Services 997 $19K 0.00% SOLD
72 MCY Mercury General Corp. Financial Services 202 $19K 0.00% SOLD
73 IMAX Imax Corp Communication Services 504 $19K 0.00% SOLD
74 HRTG Heritage Insurance Holdings Inc. Financial Services 636 $19K 0.00% SOLD
75 ZWS Zurn Elkay Water Solutions Corp Industrials 393 $18K 0.00% SOLD
76 NTST Netstreit Corp Real Estate 1,028 $18K 0.00% SOLD
77 MD Pediatrix Medical Group Inc Healthcare 773 $17K 0.00% SOLD
78 EBAY EBay Inc. Consumer Cyclical 178 $16K 0.00% SOLD
79 AMRC Ameresco Inc. - Ordinary Shares - Class A Industrials 526 $15K 0.00% SOLD
80 ASGN ASGN Inc Technology 18 $867.0 SOLD
Page 4 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%