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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM PUT SALESFORCE INC Technology 2,000.0 $313K 0.04% $156.66 +31.1%
122 EME EMCOR GROUP INC Industrials 371.0 $308K 0.04% $829.88 -5.1%
123 SPTS SPDR SERIES TRUST 10,447.0 $303K 0.04% -2K -15.4% $29.01 -0.2%
124 MA MASTERCARD INCORPORATED Financial Services 587.0 $301K 0.04% $513.60 +11.7%
125 MSFT PUT MICROSOFT CORP Technology 800.0 $298K 0.04% $373.02 +29.0%
126 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 311.0 $291K 0.04% +7.0 +2.3% $934.33 -0.1%
127 SIMO SILICON MOTION TECHNOLOGY CO Technology 800.0 $267K 0.03% NEW $333.33 -25.1%
128 XOM EXXON MOBIL CORP Energy 1,945.0 $266K 0.03% +48.0 +2.5% $136.72 +21.7%
129 CVX CHEVRON CORPORATION Energy 1,556.0 $258K 0.03% +28.0 +1.8% $165.76 +24.2%
130 ORCL ORACLE CORP Technology 1,705.0 $250K 0.03% +70.0 +4.3% $146.55 -3.1%
131 FSMB FIRST TR EXCH TRADED FD III 11,498.0 $230K 0.03% $19.99 -0.4%
132 ABBV ABBVIE INC Healthcare 911.0 $229K 0.03% NEW $251.64 +4.0%
133 LMT LOCKHEED MARTIN CORP Industrials 448.0 $228K 0.03% $509.46 +12.2%
134 SLVR SPROTT FDS TR 4,333.0 $217K 0.03% $50.19 +25.7%
135 IWV ISHARES TR 493.0 $210K 0.03% NEW $426.40 +1.9%
136 VTI VANGUARD INDEX FDS 551.0 $204K 0.02% NEW $370.17 +1.7%
137 IMMUNITYBIO INC 10,000.0 $88K 0.01% $8.76
Page 7 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%