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Portfolio (Quarterly) Guide ↗

USA FINANCIAL FORMULAS

· CIK 0001633716
13F Portfolio $550M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 414 New
Page 10 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ES Eversource Energy Utilities 1,832.0 $123K 0.02% NEW $67.33 +1.1%
182 FOXA Fox Corporation - Ordinary Shares - Class A Communication Services 1,667.0 $122K 0.02% NEW $73.07 -9.9%
183 CINF Cincinnati Financial Corp. Financial Services 717.0 $117K 0.02% NEW $163.32 +2.8%
184 WST West Pharmaceutical Services, Inc. Healthcare 418.0 $115K 0.02% NEW $275.14 +10.6%
185 FAST Fastenal Co. Industrials 2,847.0 $114K 0.02% NEW $40.13 +9.6%
186 CB Chubb Limited Financial Services 366.0 $114K 0.02% NEW $312.12 +5.8%
187 TAP Molson Coors Beverage Company - Ordinary Shares - Class B Consumer Defensive 2,410.0 $112K 0.02% NEW $46.68 -10.7%
188 EMR Emerson Electric Co. Industrials 845.0 $112K 0.02% NEW $132.72 -0.4%
189 ECL Ecolab, Inc. Basic Materials 426.0 $112K 0.02% NEW $262.52 -5.1%
190 WAB Westinghouse Air Brake Technologies Corp Industrials 523.0 $112K 0.02% NEW $213.45 +21.9%
191 SYY Sysco Corp. Consumer Defensive 1,511.0 $111K 0.02% NEW $73.69 -0.2%
192 OTTR Otter Tail Corporation Utilities 1,376.0 $111K 0.02% NEW $80.81 +9.0%
193 EWG BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Germany 2,566.0 $109K 0.02% NEW $42.50 -1.1%
194 PNR Pentair plc Industrials 1,017.0 $106K 0.02% NEW $104.14 -29.5%
195 NDSN Nordson Corp. Industrials 431.0 $104K 0.02% NEW $240.43 +15.1%
196 DOV Dover Corp. Industrials 525.0 $103K 0.02% NEW $195.24 +8.0%
197 WCN Waste Connections Inc Industrials 580.0 $102K 0.02% NEW $175.36 -9.4%
198 MSFT Microsoft Corporation Technology 209.0 $101K 0.02% NEW $483.62 -12.4%
199 FELE Franklin Electric Co., Inc. Industrials 1,049.0 $100K 0.02% NEW $95.53 +2.0%
200 GGG Graco Inc. Industrials 1,219.0 $100K 0.02% NEW $81.97 -7.6%
Page 10 of 21  ·  414 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
Financial Services 69.7%
Technology 8.3%
Industrials 6.3%
Utilities 4.4%
Healthcare 3.3%
Consumer Cyclical 2.1%
Communication Services 2.0%
Energy 1.5%
Consumer Defensive 1.3%
Basic Materials 0.7%