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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 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FOXA Fox Corporation - Ordinary Shares - Class A Communication Services 143.0 $8K 0.00% -2K -91.4% $58.40 +12.0%
142 EXC Exelon Corp. Utilities 153.0 $8K 0.00% -20K -99.2% $49.02 -10.5%
143 BAC Bank Of America Corp. Financial Services 148.0 $7K 0.00% -6K -97.5% $48.75 +3.7%
144 PFG Principal Financial Group Inc - Registered Shares Financial Services 74.0 $7K 0.00% -42.0 -36.2% $90.11 +13.0%
145 NKE Nike, Inc. - Ordinary Shares - Class B Consumer Cyclical 121.0 $6K 0.00% -29.0 -19.3% $52.82 -19.7%
146 EVRG Evergy Inc Utilities 12.0 $983.0 -9K -99.9% $81.92 -0.6%
147 MPC Marathon Petroleum Corp Energy 4.0 $977.0 -5K -99.9% $244.25 +5.7%
148 HWM Howmet Aerospace Inc Industrials 4.0 $922.0 -3K -99.9% $230.50 +12.1%
149 JPM JPMorgan Chase & Co. Financial Services 3.0 $882.0 -2K -99.9% $294.00 +1.9%
150 PPL PPL Corp Utilities 23.0 $879.0 -6K -99.6% $38.22 -8.9%
151 GE GE Aerospace Industrials 3.0 $851.0 -2K -99.9% $283.67 +0.5%
152 SCHW Charles Schwab Corp. Financial Services 9.0 $846.0 -5K -99.8% $94.00 -1.7%
153 TEL TE Connectivity Ltd - Registered Shares Technology 4.0 $836.0 -2K -99.8% $209.00 -4.1%
154 GL Globe Life Inc Financial Services 6.0 $835.0 -600.0 -99.0% $139.17 +12.9%
155 WELL Welltower Inc. Real Estate 4.0 $791.0 -3K -99.9% $197.75 +7.7%
156 HYG iShares iBoxx USD High Yield Corp Bond ETF 9.0 $716.0 -81K -100.0% $79.56 -0.0%
157 MTDR Matador Resources Co Energy 9.0 $569.0 -2.0 -18.2% $63.22 -3.7%
158 LNG Cheniere Energy Inc. Energy 2.0 $568.0 -23.0 -92.0% $284.00 -13.0%
159 NYT New York Times Co. - Ordinary Shares - Class A Communication Services 6.0 $502.0 -1.0 -14.3% $83.67 -9.2%
160 LNTH Lantheus Holdings Inc Healthcare 6.0 $455.0 -2.0 -25.0% $75.83 +22.2%
Page 8 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%