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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 4 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JBHT J.B. Hunt Transport Services, Inc. Industrials 3,046.0 $645K 0.12% NEW $211.90 +22.8%
62 NEM Newmont Corp Basic Materials 5,956.0 $645K 0.12% -2K -22.4% $108.25 +2.0%
63 APH Amphenol Corp. - Ordinary Shares - Class A Technology 5,101.0 $645K 0.12% +182.0 +3.7% $126.35 -3.1%
64 PLD Prologis Inc Real Estate 4,828.0 $638K 0.12% NEW $132.18 +7.1%
65 STT State Street Corp. Financial Services 5,007.0 $634K 0.12% NEW $126.56 +20.5%
66 FDX Fedex Corp Industrials 1,774.0 $632K 0.12% NEW $356.18 +3.5%
67 GLW Corning, Inc. Technology 4,630.0 $630K 0.12% -3K -39.6% $135.97 +40.4%
68 VTI Vanguard Total Stock Market ETF 1,931.0 $619K 0.12% -98.0 -4.8% $320.81 +13.0%
69 DIA SPDR Dow Jones Industrial Average ETF Financial Services 1,337.0 $619K 0.12% -82.0 -5.8% $463.19 +6.9%
70 IWV iShares Russell 3000 ETF 1,659.0 $615K 0.12% -100.0 -5.7% $370.68 +12.7%
71 IWB iShares Russell 1000 ETF 1,723.0 $614K 0.12% -98.0 -5.4% $356.56 +12.9%
72 OEF BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF 1,906.0 $606K 0.11% -101.0 -5.0% $318.07 +16.0%
73 VLO Valero Energy Corp. Energy 2,288.0 $565K 0.11% -527.0 -18.7% $247.08 +0.5%
74 PSX Phillips 66 Energy 3,103.0 $565K 0.11% NEW $182.18 -5.0%
75 NUE Nucor Corp. Basic Materials 3,285.0 $555K 0.10% +2K +292.0% $169.10 +34.6%
76 HII Huntington Ingalls Industries Inc Industrials 1,428.0 $542K 0.10% NEW $379.90 -13.7%
77 CVX Chevron Corp. Energy 2,598.0 $538K 0.10% NEW $206.90 -8.5%
78 SLB Schlumberger Ltd. Energy 9,953.0 $511K 0.10% NEW $51.39 +7.5%
79 INCY Incyte Corp. Healthcare 5,204.0 $490K 0.09% $94.12 +0.9%
80 IEFA iShares Core MSCI EAFE ETF 5,367.0 $486K 0.09% +3K +146.0% $90.53 +5.9%
Page 4 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%