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Portfolio (Quarterly) Guide ↗

Csenge Advisory Group

· CIK 0001715593
13F Portfolio $2.2B AUM 712 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 712 New
Page 14 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AIR AAR CORP Industrials 15,395.0 $1.3M 0.06% NEW $82.79 +27.6%
262 FTEC FIDELITY COVINGTON TRUST 5,670.0 $1.3M 0.06% NEW $224.66 +20.4%
263 HCA HCA HEALTHCARE INC Healthcare 2,711.0 $1.3M 0.06% NEW $466.92 -15.0%
264 ISRG INTUITIVE SURGICAL INC Healthcare 2,218.0 $1.3M 0.06% NEW $566.33 -21.2%
265 COF CAPITAL ONE FINL CORP Financial Services 5,145.0 $1.2M 0.06% NEW $242.35 -23.3%
266 DCRE DOUBLELINE ETF TRUST 23,901.0 $1.2M 0.06% NEW $51.90 -0.3%
267 MS MORGAN STANLEY Financial Services 6,970.0 $1.2M 0.06% NEW $177.52 +11.2%
268 VXUS VANGUARD STAR FDS 16,396.0 $1.2M 0.06% NEW $75.44 +11.2%
269 INNOVATOR ETFS TRUST 47,122.0 $1.2M 0.06% NEW $26.20
270 INNOVATOR ETFS TRUST 46,230.0 $1.2M 0.06% NEW $26.67
271 ARES ARES MANAGEMENT CORPORATION Financial Services 7,559.0 $1.2M 0.06% NEW $161.63 -24.0%
272 SPMO INVESCO EXCH TRADED FD TR II 9,982.0 $1.2M 0.05% NEW $119.32 +19.8%
273 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,629.0 $1.2M 0.05% NEW $256.77 +19.4%
274 FSK FS KKR CAP CORP Financial Services 79,941.0 $1.2M 0.05% NEW $14.81 -25.9%
275 UAE ISHARES TR 61,805.0 $1.2M 0.05% NEW $19.12 -1.6%
276 INTC INTEL CORP Technology 31,792.0 $1.2M 0.05% NEW $36.90 +215.2%
277 ACWV ISHARES INC 9,800.0 $1.2M 0.05% NEW $118.75 +2.8%
278 MU CALL MICRON TECHNOLOGY INC Technology 5,000.0 $1.2M 0.05% NEW $230.87 +212.0%
279 IYE ISHARES TR 24,285.0 $1.2M 0.05% NEW $47.53 +33.9%
280 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,083.0 $1.2M 0.05% NEW $142.50 +13.9%
Page 14 of 36  ·  712 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 40.9%
Technology 18.3%
Consumer Cyclical 8.0%
Healthcare 6.8%
Industrials 6.5%
Consumer Defensive 5.8%
Communication Services 5.6%
Energy 3.7%
Utilities 3.3%
Real Estate 0.6%