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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 3 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KEYS Keysight Technologies Inc Technology 4,097.0 $832K 0.15% NEW $203.19 +71.8%
42 BKR Baker Hughes Co - Ordinary Shares - Class A Energy 18,234.0 $830K 0.15% NEW $45.54 +45.4%
43 C Citigroup Inc Financial Services 6,956.0 $812K 0.15% NEW $116.69 +4.9%
44 GM General Motors Company Consumer Cyclical 9,747.0 $793K 0.14% NEW $81.32 -7.9%
45 MPC Marathon Petroleum Corp Energy 4,862.0 $791K 0.14% NEW $162.63 +56.8%
46 GD General Dynamics Corp. Industrials 2,299.0 $774K 0.14% NEW $336.66 -0.6%
47 NEM Newmont Corp Basic Materials 7,677.0 $767K 0.14% NEW $99.85 +9.2%
48 DDOG Datadog Inc - Ordinary Shares - Class A Technology 5,627.0 $765K 0.14% NEW $135.99 +52.9%
49 CAT Caterpillar Inc. Industrials 1,328.0 $761K 0.14% NEW $572.87 +50.8%
50 WDC Western Digital Corp. Technology 4,273.0 $736K 0.13% NEW $172.27 +179.8%
51 OUSA OSI ETF Trust - OwShares U.S. Quality Dividend ETF 12,493.0 $721K 0.13% NEW $57.70 +1.0%
52 JPM JPMorgan Chase & Co. Financial Services 2,226.0 $717K 0.13% NEW $322.22 -7.6%
53 GS Goldman Sachs Group, Inc. Financial Services 794.0 $698K 0.13% NEW $879.00 +7.9%
54 GE GE Aerospace Industrials 2,253.0 $694K 0.13% NEW $308.03 -8.6%
55 ULTA Ulta Beauty Inc Consumer Cyclical 1,144.0 $692K 0.13% NEW $605.01 -18.3%
56 OEF BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF 2,007.0 $688K 0.12% NEW $342.97 +7.5%
57 IWM iShares Russell 2000 ETF 2,791.0 $687K 0.12% NEW $246.16 +12.1%
58 VOO Vanguard S&P 500 ETF 1,088.0 $682K 0.12% NEW $627.13 +8.3%
59 CHRW C.H. Robinson Worldwide, Inc. Industrials 4,243.0 $682K 0.12% NEW $160.76 +5.6%
60 DIA SPDR Dow Jones Industrial Average ETF Financial Services 1,419.0 $682K 0.12% NEW $480.57 +3.4%
Page 3 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%