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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 15 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RY ROYAL BK CDA Financial Services 1,485.0 $240K 0.01% -62.0 -4.0% $161.78 +13.6%
282 NSC NORFOLK SOUTHN CORP Industrials 835.0 $240K 0.01% -34.0 -3.9% $286.84 +10.6%
283 DTE DTE ENERGY CO Utilities 1,633.0 $239K 0.01% -43.0 -2.6% $146.20 -3.1%
284 ABEV AMBEV SA Consumer Defensive 81,561.0 $238K 0.01% -44K -35.2% $2.92 +6.8%
285 NTAP NETAPP INC Technology 2,323.0 $238K 0.01% -653.0 -21.9% $102.39 +17.7%
286 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 804.0 $233K 0.01% -349.0 -30.3% $290.40 +0.9%
287 IGIB ISHARES TR 4,361.0 $232K 0.01% -2K -25.8% $53.23 -0.8%
288 CRWV COREWEAVE INC Technology 2,966.0 $230K 0.01% -39.0 -1.3% $77.47 +32.1%
289 RSG REPUBLIC SVCS INC Industrials 1,031.0 $226K 0.01% -156.0 -13.1% $218.93 -4.4%
290 IYH ISHARES TR 3,658.0 $225K 0.01% -210.0 -5.4% $61.65 -1.4%
291 SIXZ AIM ETF PRODUCTS TRUST 7,761.0 $225K 0.01% -544.0 -6.5% $29.00 +7.4%
292 CDNS CADENCE DESIGN SYSTEM INC Technology 808.0 $224K 0.01% -4K -82.9% $277.75 +24.9%
293 ADI ANALOG DEVICES INC Technology 704.0 $224K 0.01% -578.0 -45.1% $318.21 +34.0%
294 SIVR ABRDN SILVER ETF TRUST Financial Services 3,084.0 $221K 0.01% -107.0 -3.4% $71.61 +3.5%
295 AMT AMERICAN TOWER CORP Real Estate 1,273.0 $220K 0.01% -226.0 -15.1% $172.59 -0.7%
296 TGT TARGET CORP Consumer Defensive 1,786.0 $216K 0.01% -1K -40.4% $121.21 -0.8%
297 AJG GALLAGHER ARTHUR J & CO Financial Services 999.0 $216K 0.01% -473.0 -32.1% $216.65 -7.3%
298 MDLZ MONDELEZ INTL INC Consumer Defensive 3,738.0 $215K 0.01% -2K -32.9% $57.65 +5.8%
299 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 774.0 $213K 0.01% -18.0 -2.3% $275.34 -5.5%
300 FDIS FIDELITY COVINGTON TRUST 2,276.0 $212K 0.01% -332.0 -12.7% $93.26 +7.1%
Page 15 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%