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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 17 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CSGP Costar Group, Inc. Real Estate 143.0 $6K 0.00% $40.34 -16.5%
322 VYMI Vanguard International High Dividend Yield ETF 42.0 $4K 0.00% $94.24 +5.0%
323 ESGE iShares Trust - iShare Inc iShares ESG Aware MSCI EM ETF 84.0 $4K 0.00% $45.46 +13.9%
324 PPA Invesco Capital Management LLC - Invesco Aerospace & Defense ETF 23.0 $4K 0.00% $165.70 -0.0%
325 NVDA NVIDIA Corp Technology 15.0 $3K $174.40 +27.3%
326 MBB iShares MBS ETF 20.0 $2K NEW $94.95 -1.5%
327 TLT iSharesTR 17.0 $1K NEW $86.71 -3.6%
328 TIP iShares TIPS Bond ETF 12.0 $1K NEW $110.33 +0.2%
329 META Meta Platforms Inc - Ordinary Shares - Class A Communication Services 2.0 $1K $572.00 +6.6%
330 RMD Resmed Inc. Healthcare 5.0 $1K $224.40 -8.9%
331 JBL Jabil Inc Technology 4.0 $1K $265.75 +26.8%
332 EVRG Evergy Inc Utilities 12.0 $983.0 -9K -99.9% $81.92 -0.6%
333 MPC Marathon Petroleum Corp Energy 4.0 $977.0 -5K -99.9% $244.25 +5.7%
334 MEDP Medpace Holdings Inc Healthcare 2.0 $960.0 $480.00 -12.0%
335 NI NiSource Inc Utilities 20.0 $933.0 $46.65 -0.7%
336 ATO Atmos Energy Corp. Utilities 5.0 $924.0 $184.80 -3.6%
337 HWM Howmet Aerospace Inc Industrials 4.0 $922.0 -3K -99.9% $230.50 +12.1%
338 JPM JPMorgan Chase & Co. Financial Services 3.0 $882.0 -2K -99.9% $294.00 +1.9%
339 AEE Ameren Corp. Utilities 8.0 $879.0 $109.88 -3.5%
340 PPL PPL Corp Utilities 23.0 $879.0 -6K -99.6% $38.22 -8.9%
Page 17 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%