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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX Chevron Corp. Energy 2,598.0 $538K 0.10% NEW $206.90 -9.8%
22 SLB Schlumberger Ltd. Energy 9,953.0 $511K 0.10% NEW $51.39 +8.5%
23 VTR Ventas Inc Real Estate 5,846.0 $478K 0.09% NEW $81.78 +10.0%
24 MLM Martin Marietta Materials, Inc. Basic Materials 718.0 $423K 0.08% NEW $588.68 -2.3%
25 FCX Freeport-McMoRan Inc Basic Materials 4,770.0 $280K 0.05% NEW $58.78 +12.5%
26 XLP Consumer Staples Select Sector SPDR 2,692.0 $221K 0.04% NEW $81.98 +3.2%
27 AKAM Akamai Technologies Inc Technology 1,918.0 $220K 0.04% NEW $114.85 +31.4%
28 AA Alcoa Corp Basic Materials 3,233.0 $214K 0.04% NEW $66.33 -5.7%
29 USHY iShares Broad USD High Yield Corporate Bond ETF 5,652.0 $208K 0.04% NEW $36.84 -0.1%
30 JHG Janus Henderson Group plc Financial Services 3,915.0 $201K 0.04% NEW $51.37 +0.6%
31 TKR Timken Co. Industrials 1,875.0 $189K 0.04% NEW $100.57 +16.1%
32 EWZ BlackRock Institutional Trust Company N.A. - iShares MSCI Brazil ETF 4,839.0 $186K 0.04% NEW $38.39 -5.6%
33 BC Brunswick Corp. Consumer Cyclical 2,518.0 $183K 0.04% NEW $72.76 +6.6%
34 TUR BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Turkey E 4,695.0 $181K 0.03% NEW $38.65 +6.8%
35 PNC PNC Financial Services Group Inc Financial Services 868.0 $181K 0.03% NEW $208.09 +2.6%
36 BMY Bristol-Myers Squibb Co. Healthcare 2,978.0 $181K 0.03% NEW $60.65 -6.0%
37 TFC Truist Financial Corporation Financial Services 3,841.0 $177K 0.03% NEW $45.97 +2.5%
38 ECH BlackRock Institutional Trust Company N.A. - iShares MSCI Chile ETF 4,428.0 $176K 0.03% NEW $39.76 -1.3%
39 VCIT Vanguard Intermediate-Term Corporate Bond ETF 2,103.0 $174K 0.03% NEW $82.75 -0.9%
40 MTZ Mastec Inc. Industrials 537.0 $173K 0.03% NEW $321.74 +35.1%
Page 2 of 6  ·  114 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 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%