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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 9 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 Cencora Inc. 426.0 $144K 0.03% NEW $337.75
162 VEU Vanguard FTSE All-World ex-US ETF 1,923.0 $141K 0.03% NEW $73.56 +10.7%
163 SPGI S&P Global Inc Financial Services 270.0 $141K 0.03% NEW $522.59 -22.9%
164 ILF BlackRock Institutional Trust Company N.A. - BTC iShares Latin America 4,584.0 $140K 0.03% NEW $30.45 +14.4%
165 IEV BlackRock Institutional Trust Company N.A. - BTC iShares Europe ETF 2,027.0 $139K 0.03% NEW $68.60 +4.3%
166 VSS Vanguard FTSE All-World Ex-US Small Capital Index 966.0 $138K 0.03% NEW $143.33 +10.3%
167 ITT ITT Inc Industrials 794.0 $138K 0.03% NEW $173.51 +12.1%
168 NUE Nucor Corp. Basic Materials 838.0 $137K 0.03% NEW $163.11 +39.2%
169 EWL iShares MSCI Switzerland ETF 2,273.0 $136K 0.03% NEW $59.96 +3.2%
170 IBM International Business Machines Corp. Technology 460.0 $136K 0.03% NEW $296.21 -26.0%
171 MCK Mckesson Corporation Healthcare 166.0 $136K 0.03% NEW $820.29 -7.3%
172 NVT nVent Electric plc Industrials 1,323.0 $135K 0.03% NEW $101.97 +65.7%
173 VWO Vanguard FTSE Emerging Markets ETF 2,500.0 $134K 0.02% NEW $53.76 +8.8%
174 CACI Caci International Inc. - Registered Shares - Class A Technology 252.0 $134K 0.02% NEW $532.81 -7.1%
175 AVY Avery Dennison Corp. Industrials 734.0 $134K 0.02% NEW $181.88 -13.8%
176 AIZ Assurant Inc Financial Services 551.0 $133K 0.02% NEW $240.85 +7.2%
177 EPP BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific 2,624.0 $132K 0.02% NEW $50.47 +9.2%
178 EWH iShares MSCI Hong Kong ETF 6,225.0 $132K 0.02% NEW $21.25 +12.8%
179 FIX Comfort Systems USA, Inc. Industrials 141.0 $132K 0.02% NEW $933.29 +113.5%
180 DCI Donaldson Co. Inc. Industrials 1,459.0 $129K 0.02% NEW $88.66 -7.6%
Page 9 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%