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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JAAA JANUS DETROIT STR TR 135,302.0 $6.8M 0.81% +3K +2.3% $50.49 +0.3%
42 KR KROGER CO Consumer Defensive 122,819.0 $6.8M 0.81% +14K +13.1% $55.53 +1.3%
43 TLT ISHARES TR 76,524.0 $6.6M 0.79% NEW $86.42 -3.9%
44 JEMB JANUS DETROIT STR TR 122,620.0 $6.6M 0.79% $53.80 -0.7%
45 JBBB JANUS DETROIT STR TR 137,186.0 $6.5M 0.78% +5K +3.8% $47.35 +0.4%
46 CAT CATERPILLAR INC Industrials 5,851.0 $6.2M 0.74% -1K -19.6% $1064.96 -23.4%
47 AGGH SIMPLIFY EXCHANGE TRADED FUN 297,216.0 $6.0M 0.71% +13K +4.4% $20.17 -0.9%
48 SPEM SPDR INDEX SHS FDS 111,791.0 $5.8M 0.69% +8K +8.1% $51.78 +0.5%
49 LFEQ VANECK ETF TRUST 91,785.0 $5.5M 0.65% -22K -19.6% $59.49 +2.7%
50 LLY ELI LILLY & CO Healthcare 4,150.0 $5.0M 0.59% $1199.51 +6.7%
51 HEQT SIMPLIFY EXCHANGE TRADED FUN 139,291.0 $4.7M 0.56% +3K +2.0% $33.54 +2.7%
52 NEE NEXTERA ENERGY INC Utilities 51,418.0 $4.5M 0.54% +844.0 +1.7% $87.77 -2.1%
53 GRNY TIDAL TRUST I 152,047.0 $4.2M 0.50% +8K +5.8% $27.65 +0.1%
54 GLDM WORLD GOLD TR Financial Services 49,899.0 $4.0M 0.47% +4K +7.8% $79.42 +12.4%
55 IPKW INVESCO EXCH TRADED FD TR II 68,436.0 $3.9M 0.46% -2K -2.6% $56.33 +8.6%
56 DBJP DBX ETF TR 32,388.0 $3.7M 0.44% -355.0 -1.1% $114.79 -1.0%
57 IBIT ISHARES BITCOIN TRUST ETF Financial Services 111,245.0 $3.7M 0.44% +4K +3.6% $33.29 +16.5%
58 KOMP SPDR SERIES TRUST 51,671.0 $3.7M 0.44% +2K +4.3% $71.50 -2.4%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,883.0 $3.6M 0.43% +206.0 +4.4% $746.77 +3.0%
60 BX BLACKSTONE INC Financial Services 30,659.0 $3.6M 0.43% +3K +10.6% $117.67 +23.3%
Page 3 of 7  ·  137 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%