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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KEY Keycorp Financial Services 9,385.0 $188K 0.04% -2K -14.3% $20.05 +5.1%
62 GS Goldman Sachs Group, Inc. Financial Services 211.0 $179K 0.03% -583.0 -73.4% $845.99 +14.5%
63 GWW W.W. Grainger Inc. Industrials 161.0 $176K 0.03% -41.0 -20.3% $1090.81 +17.7%
64 ILMN Illumina Inc Healthcare 1,419.0 $175K 0.03% -341.0 -19.4% $123.26 +16.2%
65 EW Edwards Lifesciences Corp Healthcare 2,156.0 $173K 0.03% -8K -78.5% $80.08 +1.6%
66 AngloGold Ashanti Plc. 1,736.0 $169K 0.03% -394.0 -18.5% $97.36
67 AMG Affiliated Managers Group Inc. Financial Services 609.0 $169K 0.03% -26.0 -4.1% $276.70 +6.2%
68 RSG Republic Services, Inc. Industrials 765.0 $168K 0.03% -1K -61.3% $219.02 -4.7%
69 COHR Coherent Corp Technology 557.0 $133K 0.03% -303.0 -35.2% $238.21 +70.0%
70 EFA iShares MSCI EAFE ETF 1,332.0 $129K 0.02% -669K -99.8% $97.13 +4.7%
71 LOW Lowe`s Cos., Inc. Consumer Cyclical 541.0 $128K 0.02% -257.0 -32.2% $236.28 -5.4%
72 VEU Vanguard FTSE All-World ex-US ETF 1,639.0 $123K 0.02% -284.0 -14.8% $75.10 +7.9%
73 ILF BlackRock Institutional Trust Company N.A. - BTC iShares Latin America 3,460.0 $123K 0.02% -1K -24.5% $35.52 -3.0%
74 EWH iShares MSCI Hong Kong ETF 5,289.0 $122K 0.02% -936.0 -15.0% $23.09 +4.2%
75 VSS Vanguard FTSE All-World Ex-US Small Capital Index 832.0 $121K 0.02% -134.0 -13.9% $145.79 +8.1%
76 VUG Vanguard Growth ETF 276.0 $121K 0.02% -914.0 -76.8% $436.79 -80.0%
77 EPP BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific 2,257.0 $120K 0.02% -367.0 -14.0% $53.14 +3.5%
78 VWO Vanguard FTSE Emerging Markets ETF 2,181.0 $118K 0.02% -319.0 -12.8% $54.05 +8.1%
79 IEV BlackRock Institutional Trust Company N.A. - BTC iShares Europe ETF 1,706.0 $116K 0.02% -321.0 -15.8% $67.94 +3.8%
80 ROL Rollins, Inc. Consumer Cyclical 1,988.0 $106K 0.02% -1K -37.5% $53.41 +0.0%
Page 4 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%