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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 11 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FDX FEDEX CORP Industrials 1,383.0 $493K 0.02% -152.0 -9.9% $356.26 +5.5%
202 MPLX MPLX LP Energy 8,611.0 $491K 0.02% -81.0 -0.9% $57.07 -4.0%
203 NTRA NATERA INC Healthcare 2,396.0 $479K 0.02% -349.0 -12.7% $199.99 -6.8%
204 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,807.0 $474K 0.02% -1K -29.8% $169.02 +34.5%
205 ENB ENBRIDGE INC Energy 8,676.0 $470K 0.02% -294.0 -3.3% $54.13 +2.2%
206 FSEC FIDELITY MERRIMACK STR TR 10,657.0 $467K 0.02% -2K -15.8% $43.84 -0.8%
207 ANGL VANECK ETF TRUST 16,229.0 $466K 0.02% -8K -32.6% $28.72 +0.4%
208 CSX CSX CORP Industrials 11,333.0 $465K 0.02% -439.0 -3.7% $41.05 +11.2%
209 CWB SPDR SERIES TRUST 4,932.0 $451K 0.02% -316.0 -6.0% $91.52 +12.4%
210 VNM VANECK ETF TRUST 25,999.0 $450K 0.02% -9K -25.2% $17.31 +11.6%
211 ASCENDIS PHARMA A/S 1,946.0 $445K 0.02% -1K -33.9% $228.73
212 FLDR FIDELITY MERRIMACK STR TR 8,878.0 $444K 0.02% -718.0 -7.5% $50.05 +0.1%
213 SHOP SHOPIFY INC Technology 3,631.0 $431K 0.02% -42.0 -1.1% $118.62 -15.5%
214 DHR DANAHER CORP DEL Healthcare 2,247.0 $426K 0.02% -737.0 -24.7% $189.60 -14.6%
215 SEPZ ELEVATION SERIES TRUST 10,346.0 $420K 0.02% -1K -8.9% $40.61 +10.6%
216 MDYV SPDR SERIES TRUST 4,865.0 $414K 0.02% -53.0 -1.1% $85.16 +4.7%
217 CRM SALESFORCE INC Technology 2,209.0 $412K 0.02% -1K -35.0% $186.63 -7.0%
218 SPGI S&P GLOBAL INC Financial Services 959.0 $408K 0.02% -122.0 -11.3% $425.41 -5.2%
219 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,970.0 $408K 0.02% -2K -19.4% $58.47 +13.5%
220 IYC ISHARES TR 4,194.0 $406K 0.02% -79.0 -1.9% $96.92 +4.1%
Page 11 of 16  ·  317 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%