BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

USA FINANCIAL FORMULAS

· CIK 0001633716
13F Portfolio $550M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 414 New
Page 4 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWV iShares Russell 3000 ETF 1,759.0 $680K 0.12% NEW $386.85 +7.9%
62 VTI Vanguard Total Stock Market ETF 2,029.0 $680K 0.12% NEW $335.27 +8.1%
63 IWB iShares Russell 1000 ETF 1,821.0 $680K 0.12% NEW $373.44 +7.7%
64 FSLR First Solar Inc Energy 2,573.0 $672K 0.12% NEW $261.23 -10.7%
65 GLW Corning, Inc. Technology 7,669.0 $671K 0.12% NEW $87.56 +119.1%
66 APH Amphenol Corp. - Ordinary Shares - Class A Technology 4,919.0 $665K 0.12% NEW $135.14 -9.9%
67 SRE Sempra Utilities 7,511.0 $663K 0.12% NEW $88.29 +2.4%
68 HWM Howmet Aerospace Inc Industrials 3,163.0 $648K 0.12% NEW $205.02 +27.0%
69 Leidos Holdings Inc 3,588.0 $647K 0.12% NEW $180.40
70 EVRG Evergy Inc Utilities 8,900.0 $645K 0.12% NEW $72.49 +11.0%
71 Bunge Global SA 7,134.0 $635K 0.12% NEW $89.08
72 WELL Welltower Inc. Real Estate 3,366.0 $625K 0.11% NEW $185.61 +15.2%
73 PWR Quanta Services, Inc. Industrials 1,441.0 $608K 0.11% NEW $422.06 +82.4%
74 IUSV BlackRock Institutional Trust Company N.A. - BTC iShares Core S&P U.S. 5,672.0 $582K 0.11% NEW $102.54 +6.1%
75 VUG Vanguard Growth ETF 1,190.0 $581K 0.11% NEW $487.86 -82.2%
76 IVZ Invesco Ltd Financial Services 20,665.0 $543K 0.10% NEW $26.27 +3.2%
77 SCHW Charles Schwab Corp. Financial Services 5,290.0 $529K 0.10% NEW $99.91 -9.0%
78 LHX L3Harris Technologies Inc Industrials 1,789.0 $525K 0.10% NEW $293.57 +3.3%
79 MS Morgan Stanley Financial Services 2,956.0 $525K 0.10% NEW $177.53 +8.4%
80 TER Teradyne, Inc. Technology 2,670.0 $517K 0.09% NEW $193.56 +74.6%
Page 4 of 21  ·  414 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 69.7%
Technology 8.3%
Industrials 6.3%
Utilities 4.4%
Healthcare 3.3%
Consumer Cyclical 2.1%
Communication Services 2.0%
Energy 1.5%
Consumer Defensive 1.3%
Basic Materials 0.7%