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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 7 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SRLN SSGA ACTIVE ETF TR 30,181.0 $1.2M 0.06% -1K -3.5% $40.14 +0.9%
122 INNOVATOR ETFS TRUST 45,568.0 $1.2M 0.06% -662.0 -1.4% $26.55
123 LIN LINDE PLC Basic Materials 2,385.0 $1.2M 0.05% -233.0 -8.9% $495.74 +3.4%
124 FTEC FIDELITY COVINGTON TRUST 5,623.0 $1.2M 0.05% -47.0 -0.8% $208.05 +27.8%
125 CEG CONSTELLATION ENERGY CORP Utilities 4,146.0 $1.2M 0.05% -701.0 -14.5% $279.28 -6.3%
126 IJH ISHARES TR 17,057.0 $1.2M 0.05% -5K -24.2% $67.53 +6.9%
127 PSX PHILLIPS 66 Energy 6,125.0 $1.1M 0.05% -707.0 -10.3% $182.17 -1.7%
128 VGT VANGUARD WORLD FD 1,582.0 $1.1M 0.05% -186.0 -10.5% $697.55 -84.0%
129 IWF ISHARES TR 2,585.0 $1.1M 0.05% -484.0 -15.8% $426.46 -71.0%
130 MELI MERCADOLIBRE INC Consumer Cyclical 637.0 $1.1M 0.05% -801.0 -55.7% $1727.93 -9.6%
131 CW CURTISS WRIGHT CORP Industrials 1,610.0 $1.1M 0.05% -1K -38.8% $681.12 +3.9%
132 BSV VANGUARD BD INDEX FDS 13,956.0 $1.1M 0.05% -510.0 -3.5% $78.41 -0.8%
133 MS MORGAN STANLEY Financial Services 6,595.0 $1.1M 0.05% -375.0 -5.4% $164.56 +16.8%
134 TMUS T-MOBILE US INC Communication Services 5,153.0 $1.1M 0.05% -42.0 -0.8% $210.03 -9.7%
135 EIS ISHARES INC 9,264.0 $1.1M 0.05% -4K -31.3% $116.04 +12.7%
136 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,177.0 $1.1M 0.05% -1K -32.7% $484.93 -8.3%
137 C CITIGROUP INC Financial Services 9,256.0 $1.0M 0.05% -367.0 -3.8% $113.41 +8.2%
138 JCI JOHNSON CONTROLS INTERNATION Industrials 7,982.0 $1.0M 0.05% -3K -29.2% $130.95 +6.1%
139 ENTERGY CORP NEW 9,297.0 $1.0M 0.05% -1K -11.5% $112.36
140 IDXX IDEXX LABS INC Healthcare 1,830.0 $1.0M 0.05% -407.0 -18.2% $561.78 -3.7%
Page 7 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%