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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 6 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNP Centerpoint Energy Inc. Utilities 7,982.0 $306K 0.06% NEW $38.34 +8.8%
102 OGE Oge Energy Corp. Utilities 7,112.0 $304K 0.06% NEW $42.70 +8.4%
103 MDT Medtronic Plc Healthcare 2,997.0 $288K 0.05% NEW $96.06 -20.7%
104 WM Waste Management, Inc. Industrials 1,263.0 $277K 0.05% NEW $219.71 +0.0%
105 D Dominion Energy Inc Utilities 4,710.0 $276K 0.05% NEW $58.59 +5.4%
106 VOX Vanguard Communication Services ETF 1,408.0 $273K 0.05% NEW $193.63 +1.8%
107 XLV Health Care Select Sector SPDR 1,758.0 $272K 0.05% NEW $154.80 -5.9%
108 XLF Financial Select Sector SPDR 4,948.0 $271K 0.05% NEW $54.77 -5.5%
109 XLB Materials Select Sector SPDR 5,903.0 $268K 0.05% NEW $45.35 +10.7%
110 XLY Consumer Discretionary Select Sector SPDR 2,217.0 $265K 0.05% NEW $119.41 -2.6%
111 XLI Industrial Select Sector SPDR 1,690.0 $262K 0.05% NEW $155.12 +10.1%
112 XLE Energy Select Sector SPDR 5,813.0 $260K 0.05% NEW $44.71 +35.4%
113 XLK Technology Select Sector SPDR 1,784.0 $257K 0.05% NEW $143.97 +21.1%
114 AME Ametek Inc Industrials 1,239.0 $254K 0.05% NEW $205.31 +9.9%
115 VNQ Vanguard Real Estate Index Fund ETF 2,856.0 $253K 0.05% NEW $88.49 +7.4%
116 XLU Utilities Select Sector SPDR 5,848.0 $250K 0.04% NEW $42.69 +2.9%
117 MCHI BlackRock Institutional Trust Company N.A. - BTC iShares MSCI China ET 4,125.0 $248K 0.04% NEW $60.07 -6.2%
118 FIVE Five Below Inc Consumer Cyclical 1,256.0 $237K 0.04% NEW $188.36 +13.4%
119 ILMN Illumina Inc Healthcare 1,760.0 $231K 0.04% NEW $131.16 +8.7%
120 TJX TJX Companies, Inc. Consumer Cyclical 1,488.0 $229K 0.04% NEW $153.61 -4.0%
Page 6 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%