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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBT Cabot Corp. Basic Materials 6.0 $452.0 -2.0 -25.0% $75.33 +7.5%
162 CROX Crocs Inc Consumer Cyclical 5.0 $415.0 -1.0 -16.7% $83.00 +17.1%
163 STRL Sterling Infrastructure Inc Industrials 1.0 $407.0 -128.0 -99.2% $407.00 +118.4%
164 COKE Coca-Cola Consolidated Inc Consumer Defensive 2.0 $383.0 -1.0 -33.3% $191.50 -14.7%
165 PPC Pilgrim`s Pride Corp. Consumer Defensive 10.0 $378.0 -3.0 -23.1% $37.80 -26.3%
166 WFRD Weatherford International plc - Ordinary Shares - New Energy 4.0 $378.0 -2.0 -33.3% $94.50 +15.5%
167 LVS Las Vegas Sands Corp Consumer Cyclical 7.0 $377.0 -7K -99.9% $53.86 -6.0%
168 THC Tenet Healthcare Corp. Healthcare 2.0 $377.0 -801.0 -99.8% $188.50 +5.3%
169 SSD Simpson Manufacturing Co., Inc. Industrials 2.0 $343.0 -1.0 -33.3% $171.50 +8.2%
170 OC Owens Corning Industrials 3.0 $325.0 -1.0 -25.0% $108.33 +11.8%
171 AVGO Broadcom Inc Technology 1.0 $310.0 -4K -100.0% $310.00 +37.2%
172 WTS Watts Water Technologies, Inc. - Ordinary Shares - Class A Industrials 1.0 $290.0 -1.0 -50.0% $290.00 +3.9%
173 OUSA OSI ETF Trust - OwShares U.S. Quality Dividend ETF 2.0 $111.0 -12K -100.0% $55.50 +4.1%
174 OEFA OSI ETF Trust - OShares Europe Quality Dividend ETF 2.0 $63.0 -10K -100.0% $31.50 +3.6%
175 OUSM OSI ETF Trust - OShares U.S. Small-Cap Quality Dividend ETF 1.0 $44.0 -8K -100.0% $44.00 +3.6%
176 OGIG OSI ETF Trust - O`Shares Global Internet Giants ETF 1.0 $41.0 -6K -100.0% $41.00 +10.0%
Page 9 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%