BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 3 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOO Vanguard S&P 500 ETF 648.0 $387K 0.07% -440.0 -40.4% $597.55 +13.7%
42 IEMG iShares Core MSCI Emerging Markets ETF 5,040.0 $352K 0.07% -2K -30.3% $69.75 +14.0%
43 IUSV BlackRock Institutional Trust Company N.A. - BTC iShares Core S&P U.S. 3,371.0 $345K 0.07% -2K -40.6% $102.25 +5.8%
44 LEA Lear Corp. Consumer Cyclical 2,456.0 $297K 0.06% -375.0 -13.2% $121.08 +14.8%
45 XLE Energy Select Sector SPDR 3,964.0 $243K 0.05% -2K -31.8% $61.26 -2.9%
46 XLU Utilities Select Sector SPDR 5,070.0 $233K 0.04% -778.0 -13.3% $45.89 -4.4%
47 FIVE Five Below Inc Consumer Cyclical 1,004.0 $229K 0.04% -252.0 -20.1% $228.48 -5.9%
48 TIGO Millicom International Cellular S.A. Communication Services 3,051.0 $229K 0.04% -909.0 -22.9% $74.94 +9.0%
49 XLB Materials Select Sector SPDR 4,572.0 $228K 0.04% -1K -22.6% $49.97 +0.7%
50 XLF Financial Select Sector SPDR 4,501.0 $222K 0.04% -447.0 -9.0% $49.37 +3.6%
51 XLK Technology Select Sector SPDR 1,639.0 $218K 0.04% -145.0 -8.1% $132.90 +32.7%
52 VNQ Vanguard Real Estate Index Fund ETF 2,450.0 $217K 0.04% -406.0 -14.2% $88.70 +5.9%
53 XLI Industrial Select Sector SPDR 1,321.0 $214K 0.04% -369.0 -21.8% $161.73 +6.0%
54 TechnipFMC plc 3,043.0 $210K 0.04% -245.0 -7.5% $69.13
55 XLY Consumer Discretionary Select Sector SPDR 1,891.0 $206K 0.04% -326.0 -14.7% $108.98 +6.9%
56 XLV Health Care Select Sector SPDR 1,398.0 $205K 0.04% -360.0 -20.5% $146.61 -1.0%
57 VOX Vanguard Communication Services ETF 1,124.0 $202K 0.04% -284.0 -20.2% $179.84 +8.8%
58 MCHI BlackRock Institutional Trust Company N.A. - BTC iShares MSCI China ET 3,573.0 $201K 0.04% -552.0 -13.4% $56.18 +0.8%
59 WWD Woodward Inc Industrials 531.0 $190K 0.04% -129.0 -19.6% $357.92 +2.1%
60 LITE Lumentum Holdings Inc Technology 268.0 $188K 0.04% -352.0 -56.8% $702.76 +42.6%
Page 3 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%