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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 16 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ACEL Accel Entertainment Inc - Ordinary Shares - Class A1 Consumer Cyclical 1,040.0 $11K 0.00% +960.0 +1200.0% $10.91 +8.2%
302 LZB La-Z-Boy Inc. Consumer Cyclical 342.0 $11K 0.00% +322.0 +1610.0% $32.14 +6.7%
303 PMTS CPI Card Group Inc Financial Services 751.0 $11K 0.00% +690.0 +1131.2% $14.51 +11.2%
304 ROAD Construction Partners Inc - Ordinary Shares - Class A Industrials 94.0 $10K 0.00% +87.0 +1242.9% $111.12 +6.2%
305 HWKN Hawkins Inc Basic Materials 68.0 $10K 0.00% +62.0 +1033.3% $153.60 +3.5%
306 ATLC Atlanticus Holdings Corp Financial Services 185.0 $10K 0.00% +171.0 +1221.4% $52.47 +49.7%
307 CLMB Climb Global Solutions Inc Technology 478.0 $9K 0.00% +470.0 +5875.0% $19.82 +1.1%
308 ADSK Autodesk Inc. Technology 38.0 $9K 0.00% $239.39 +1.7%
309 PG Procter & Gamble Co. Consumer Defensive 61.0 $9K 0.00% NEW $144.44 -2.0%
310 TSSI TSS INC DEL COM Technology 653.0 $8K 0.00% +565.0 +642.0% $13.01 -14.5%
311 SPY SPDR S&P 500 Financial Services 13.0 $8K 0.00% -95K -100.0% $650.31 +13.6%
312 FOXA Fox Corporation - Ordinary Shares - Class A Communication Services 143.0 $8K 0.00% -2K -91.4% $58.40 +11.0%
313 CALM Cal-Maine Foods, Inc. Consumer Defensive 99.0 $8K 0.00% +89.0 +890.0% $79.15 -1.9%
314 EXC Exelon Corp. Utilities 153.0 $8K 0.00% -20K -99.2% $49.02 -11.5%
315 INTU Intuit Inc Technology 17.0 $7K 0.00% $432.35 -9.1%
316 BAC Bank Of America Corp. Financial Services 148.0 $7K 0.00% -6K -97.5% $48.75 +2.1%
317 NOW ServiceNow Inc Technology 67.0 $7K 0.00% +12.0 +21.8% $104.55 -9.1%
318 PFG Principal Financial Group Inc - Registered Shares Financial Services 74.0 $7K 0.00% -42.0 -36.2% $90.11 +11.6%
319 HSY Hershey Company Consumer Defensive 32.0 $7K 0.00% NEW $207.88 -10.1%
320 NKE Nike, Inc. - Ordinary Shares - Class B Consumer Cyclical 121.0 $6K 0.00% -29.0 -19.3% $52.82 -20.7%
Page 16 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%