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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 3 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMB WILLIAMS COS INC Energy 65,220.0 $4.7M 0.22% -9K -11.6% $72.78 +6.0%
42 IJJ ISHARES TR 35,288.0 $4.7M 0.21% -3K -7.1% $132.50 +4.1%
43 META META PLATFORMS INC Communication Services 8,167.0 $4.7M 0.21% -2K -19.9% $572.14 +6.0%
44 MO ALTRIA GROUP INC Consumer Defensive 68,762.0 $4.5M 0.21% -10K -12.3% $65.99 +10.5%
45 JNJ JOHNSON & JOHNSON Healthcare 18,345.0 $4.5M 0.20% -3K -13.1% $244.44 -7.6%
46 PFE PFIZER INC Healthcare 150,210.0 $4.2M 0.19% -2K -1.4% $28.08 -10.2%
47 XLY SELECT SECTOR SPDR TR 38,365.0 $4.2M 0.19% -759.0 -1.9% $108.98 +6.9%
48 VTI VANGUARD INDEX FDS 12,876.0 $4.1M 0.19% -2K -12.7% $320.81 +13.0%
49 OEF ISHARES TR 12,983.0 $4.1M 0.19% -13K -50.3% $318.06 +16.0%
50 GDX VANECK ETF TRUST 44,009.0 $4.0M 0.18% -58K -57.1% $91.77 -3.4%
51 LMT LOCKHEED MARTIN CORP Industrials 6,464.0 $3.9M 0.18% -3K -32.5% $604.36 -14.9%
52 PEP PEPSICO INC Consumer Defensive 24,149.0 $3.8M 0.17% -2K -7.5% $155.29 -4.3%
53 SCHA SCHWAB STRATEGIC TR 122,264.0 $3.6M 0.16% -3K -2.1% $29.08 +11.9%
54 PG PROCTER & GAMBLE CO Consumer Defensive 24,049.0 $3.5M 0.16% -851.0 -3.4% $144.44 -1.1%
55 ITA ISHARES TR 15,534.0 $3.4M 0.16% -5K -25.6% $218.75 +0.2%
56 SR SPIRE INC Utilities 37,351.0 $3.4M 0.15% -5K -12.1% $90.54 -5.2%
57 BND VANGUARD BD INDEX FDS 45,129.0 $3.3M 0.15% -6K -11.6% $73.64 -1.2%
58 AMGN AMGEN INC Healthcare 9,419.0 $3.3M 0.15% -1K -10.5% $351.86 -8.4%
59 DBEF DBX ETF TR 66,863.0 $3.3M 0.15% -10K -13.3% $49.40 +4.9%
60 SJB PROSHARES TR 211,833.0 $3.3M 0.15% -5K -2.4% $15.50 -0.6%
Page 3 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%