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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 10 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TGT Target Corp Consumer Defensive 647.0 $78K 0.01% -99.0 -13.3% $121.20 +0.3%
182 VLYPN Valley National Bancorp Financial Services 6,269.0 $77K 0.01% NEW $12.28 +111.3%
183 WAB Westinghouse Air Brake Technologies Corp Industrials 308.0 $77K 0.01% -215.0 -41.1% $249.91 +5.6%
184 ES Eversource Energy Utilities 1,100.0 $76K 0.01% -732.0 -40.0% $69.28 -3.0%
185 FE Firstenergy Corp. Utilities 1,496.0 $76K 0.01% -19K -92.6% $50.66 -13.5%
186 ALNT Allient Inc Technology 1,282.0 $76K 0.01% -192.0 -13.0% $59.09 +3.1%
187 FAST Fastenal Co. Industrials 1,621.0 $75K 0.01% -1K -43.1% $46.40 -6.8%
188 Entergy Corp. 662.0 $74K 0.01% -1K -68.9% $112.36
189 WMT Walmart Inc Consumer Defensive 598.0 $74K 0.01% -296.0 -33.1% $124.28 +5.8%
190 KALU Kaiser Aluminum Corp Basic Materials 616.0 $74K 0.01% NEW $120.51 +40.5%
191 AEIS Advanced Energy Industries Inc. Industrials 230.0 $74K 0.01% +21.0 +10.1% $322.71 -4.2%
192 IRMD Iradimed Corp Healthcare 769.0 $74K 0.01% -71.0 -8.4% $96.26 -10.2%
193 TTMI TTM Technologies Inc Technology 742.0 $72K 0.01% -439.0 -37.2% $97.42 +71.8%
194 TCMD Tactile Systems Technology Inc Healthcare 2,728.0 $71K 0.01% NEW $26.13 -13.0%
195 OTTR Otter Tail Corporation Utilities 810.0 $71K 0.01% -566.0 -41.1% $87.77 +0.0%
196 CB Chubb Limited Financial Services 217.0 $71K 0.01% -149.0 -40.7% $325.93 +1.3%
197 BNDX Vanguard Total International Bond ETF 1,471.0 $71K 0.01% NEW $48.05 -0.7%
198 IJR iShares Core S&P Small-Cap ETF 568.0 $71K 0.01% NEW $124.31 +8.1%
199 D Dominion Energy Inc Utilities 1,140.0 $70K 0.01% -4K -75.8% $61.82 -0.1%
200 VGSH Vanguard Short-Term Treasury ETF 1,189.0 $70K 0.01% NEW $58.54 -0.6%
Page 10 of 22  ·  437 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%