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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 42,290.0 $7.8M 0.93% NEW $185.23 -2.9%
2 XLK SELECT SECTOR SPDR TR 40,765.0 $7.8M 0.93% NEW $190.52 -3.9%
3 TLT ISHARES TR 76,524.0 $6.6M 0.79% NEW $86.42 -4.7%
4 KINIKSA PHARMACEUTICALS INTL 31,391.0 $2.0M 0.24% NEW $63.95
5 FIRST TRACKS BIOTHERAPEUTICS 74,450.0 $1.5M 0.18% NEW $20.12
6 SNDA SONIDA SENIOR LIVING INC Healthcare 24,658.0 $1.0M 0.12% NEW $40.80 -3.7%
7 COMB GRANITESHARES ETF TR 14,752.0 $355K 0.04% NEW $24.08 +13.6%
8 SIMO SILICON MOTION TECHNOLOGY CO Technology 800.0 $267K 0.03% NEW $333.33 -25.1%
9 ABBV ABBVIE INC Healthcare 911.0 $229K 0.03% NEW $251.64 +4.0%
10 IWV ISHARES TR 493.0 $210K 0.03% NEW $426.40 +1.9%
11 VTI VANGUARD INDEX FDS 551.0 $204K 0.02% NEW $370.17 +1.7%

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%