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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $839M AUM 141 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 61 Added 38 Reduced 9 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT MICROSOFT CORP Technology 3,280.0 $1.2M 0.15% +236.0 +7.8% $372.99 +29.8%
42 TSLA TESLA INC Consumer Cyclical 2,681.0 $1.1M 0.13% +74.0 +2.8% $420.60 -16.5%
43 JPM JPMORGAN CHASE & CO Financial Services 3,031.0 $992K 0.12% +93.0 +3.2% $327.33 +9.1%
44 WTMF WISDOMTREE TR 22,492.0 $919K 0.11% +1K +5.0% $40.85 +1.9%
45 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,510.0 $804K 0.10% +125.0 +2.9% $178.24 +19.5%
46 CTA SIMPLIFY EXCHANGE TRADED FUN 29,274.0 $759K 0.09% +2K +5.9% $25.94 +8.4%
47 AMZN AMAZON COM INC Consumer Cyclical 3,136.0 $747K 0.09% +230.0 +7.9% $238.34 +11.5%
48 GOOGL ALPHABET INC Communication Services 2,056.0 $735K 0.09% +206.0 +11.1% $357.39 -3.5%
49 MRK MERCK & CO INC Healthcare 4,955.0 $637K 0.08% +101.0 +2.1% $128.49 +18.5%
50 SLYV SPDR SERIES TRUST 5,196.0 $567K 0.07% +52.0 +1.0% $109.11 +1.4%
51 HD HOME DEPOT INC Consumer Cyclical 1,450.0 $511K 0.06% +64.0 +4.6% $352.68 -2.4%
52 GOOG ALPHABET INC Communication Services 1,368.0 $483K 0.06% +45.0 +3.4% $353.33 -3.3%
53 LRCX LAM RESEARCH CORP Technology 1,070.0 $464K 0.06% +25.0 +2.4% $433.33 -29.1%
54 BA BOEING CO Industrials 1,660.0 $359K 0.04% +14.0 +0.8% $216.47 +2.6%
55 JNJ JOHNSON & JOHNSON Healthcare 1,309.0 $332K 0.04% +47.0 +3.7% $253.97 +7.7%
56 CRM SALESFORCE INC Technology 2,085.0 $327K 0.04% +37.0 +1.8% $156.66 +31.6%
57 USMF WISDOMTREE TR 5,807.0 $315K 0.04% +55.0 +1.0% $54.24 -1.5%
58 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 311.0 $291K 0.04% +7.0 +2.3% $934.33 +2.4%
59 XOM EXXON MOBIL CORP Energy 1,945.0 $266K 0.03% +48.0 +2.5% $136.72 +20.5%
60 CVX CHEVRON CORPORATION Energy 1,556.0 $258K 0.03% +28.0 +1.8% $165.76 +24.1%
Page 3 of 4  ·  61 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 39.8%
Technology 28.2%
Basic Materials 9.1%
Healthcare 6.0%
Consumer Defensive 4.8%
Industrials 4.7%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%