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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C Citigroup Inc Financial Services 6,302.0 $715K 0.14% -654.0 -9.4% $113.41 +8.8%
22 JNJ Johnson & Johnson Healthcare 2,894.0 $707K 0.13% -2K -35.3% $244.44 -5.6%
23 GOOGL Alphabet Inc - Ordinary Shares - Class A Communication Services 2,442.0 $702K 0.13% -3K -51.7% $287.56 +39.5%
24 CSX CSX Corp. Industrials 17,106.0 $702K 0.13% -9K -35.1% $41.05 +11.9%
25 MNST Monster Beverage Corp. Consumer Defensive 9,525.0 $690K 0.13% -15K -60.6% $72.46 +18.4%
26 CAT Caterpillar Inc. Industrials 973.0 $689K 0.13% -355.0 -26.7% $708.46 +25.4%
27 GD General Dynamics Corp. Industrials 1,966.0 $675K 0.13% -333.0 -14.5% $343.22 -0.8%
28 TER Teradyne, Inc. Technology 2,268.0 $672K 0.13% -402.0 -15.1% $296.46 +20.3%
29 CHRW C.H. Robinson Worldwide, Inc. Industrials 3,966.0 $659K 0.12% -277.0 -6.5% $166.07 -1.5%
30 NEM Newmont Corp Basic Materials 5,956.0 $645K 0.12% -2K -22.4% $108.25 +7.5%
31 GLW Corning, Inc. Technology 4,630.0 $630K 0.12% -3K -39.6% $135.97 +53.2%
32 VTI Vanguard Total Stock Market ETF 1,931.0 $619K 0.12% -98.0 -4.8% $320.81 +13.1%
33 DIA SPDR Dow Jones Industrial Average ETF Financial Services 1,337.0 $619K 0.12% -82.0 -5.8% $463.19 +6.9%
34 IWV iShares Russell 3000 ETF 1,659.0 $615K 0.12% -100.0 -5.7% $370.68 +12.8%
35 IWB iShares Russell 1000 ETF 1,723.0 $614K 0.12% -98.0 -5.4% $356.56 +12.9%
36 OEF BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF 1,906.0 $606K 0.11% -101.0 -5.0% $318.07 +16.1%
37 VLO Valero Energy Corp. Energy 2,288.0 $565K 0.11% -527.0 -18.7% $247.08 -0.9%
38 LHX L3Harris Technologies Inc Industrials 1,275.0 $440K 0.08% -514.0 -28.7% $345.15 -10.9%
39 CIEN CIENA Corp. Technology 1,104.0 $429K 0.08% -757.0 -40.7% $388.23 +42.8%
40 EWJ iShares MSCI Japan ETF 4,602.0 $389K 0.07% -2K -26.6% $84.44 +7.9%
Page 2 of 9  ·  176 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%