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Portfolio (Quarterly) Guide ↗

Csenge Advisory Group

· CIK 0001715593
13F Portfolio $2.2B AUM 747 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 261 Added 317 Reduced 76 Exited
Page 2 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLAX FRANKLIN TEMPLETON ETF TR 324,485.0 $9.9M 0.45% +79K +32.5% $30.56 +16.9%
22 HYG ISHARES TR 112,813.0 $9.0M 0.41% +3K +2.9% $79.56 +0.0%
23 BINC BLACKROCK ETF TRUST II 170,296.0 $8.8M 0.41% +73K +74.2% $51.93 +0.2%
24 MTUM ISHARES TR 32,911.0 $7.9M 0.36% +880.0 +2.8% $239.99 +25.0%
25 BIL SPDR SERIES TRUST 80,823.0 $7.4M 0.34% +4K +5.1% $91.64 -0.1%
26 SDVY FIRST TR EXCHANGE TRADED FD 183,235.0 $7.2M 0.33% +57K +44.9% $39.43 +3.6%
27 DUK DUKE ENERGY CORP NEW Utilities 54,626.0 $7.2M 0.33% +515.0 +0.9% $130.94 -6.9%
28 SCHG SCHWAB STRATEGIC TR 242,855.0 $7.1M 0.32% +12K +5.3% $29.13 +17.4%
29 HD HOME DEPOT INC Consumer Cyclical 21,500.0 $7.1M 0.32% +632.0 +3.0% $328.89 -9.2%
30 USMV ISHARES TR 70,094.0 $6.5M 0.30% +1K +1.5% $92.74 +2.3%
31 AVGO BROADCOM INC Technology 20,768.0 $6.4M 0.29% +223.0 +1.1% $309.52 +35.8%
32 EEM ISHARES TR 111,189.0 $6.3M 0.29% +57K +105.2% $56.79 +15.5%
33 BERKSHIRE HATHAWAY INC DEL 12,790.0 $6.1M 0.28% +939.0 +7.9% $479.19
34 FNDX SCHWAB STRATEGIC TR 214,229.0 $6.0M 0.27% +138K +180.8% $27.85 +8.7%
35 TLT ISHARES TR 67,603.0 $5.9M 0.27% +5K +7.8% $86.69 -3.5%
36 SO SOUTHERN CO Utilities 58,154.0 $5.6M 0.26% +1K +2.4% $96.52 -4.1%
37 BILS SPDR SERIES TRUST 54,157.0 $5.4M 0.25% +28K +109.8% $99.44 -0.1%
38 FLCA FRANKLIN TEMPLETON ETF TR 109,479.0 $5.4M 0.24% +77K +240.1% $48.94 +5.2%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,343.0 $5.3M 0.24% +147.0 +2.8% $996.42 +5.7%
40 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 333,238.0 $5.2M 0.24% +13K +4.0% $15.49 +1.7%
Page 2 of 14  ·  261 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 40.0%
Technology 17.4%
Consumer Cyclical 7.1%
Industrials 6.7%
Healthcare 6.4%
Consumer Defensive 5.6%
Energy 5.6%
Communication Services 5.3%
Utilities 3.8%
Basic Materials 1.4%