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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 8 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC Industrials 1,857.0 $1.0M 0.05% -192.0 -9.4% $548.93 +33.1%
142 IDCC INTERDIGITAL INC Technology 3,363.0 $1.0M 0.05% -929.0 -21.6% $301.99 -13.7%
143 ISRG INTUITIVE SURGICAL INC Healthcare 2,200.0 $1.0M 0.05% -18.0 -0.8% $460.93 -6.1%
144 NEE NEXTERA ENERGY INC Utilities 10,585.0 $983K 0.04% -3K -20.6% $92.88 -6.3%
145 DFAU DIMENSIONAL ETF TRUST 21,568.0 $973K 0.04% -1K -5.3% $45.12 +12.0%
146 ORCL ORACLE CORP Technology 6,409.0 $943K 0.04% -852.0 -11.7% $147.10 +26.1%
147 ELEVATION SERIES TRUST 38,935.0 $940K 0.04% -54K -58.1% $24.13
148 CB CHUBB LTD SWITZ Financial Services 2,882.0 $939K 0.04% -444.0 -13.3% $325.91 +0.9%
149 TUA SIMPLIFY EXCHANGE TRADED FUN 43,480.0 $917K 0.04% -597.0 -1.4% $21.10 -2.6%
150 PLD PROLOGIS INC. Real Estate 6,926.0 $915K 0.04% -80.0 -1.1% $132.18 +7.3%
151 UAE ISHARES TR 48,839.0 $911K 0.04% -13K -21.0% $18.65 -0.3%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,078.0 $901K 0.04% -105.0 -3.3% $292.71 +34.0%
153 SNEX STONEX GROUP INC Financial Services 11,160.0 $900K 0.04% -7K -39.0% $80.65 +38.6%
154 IVVB BLACKROCK ETF TRUST II 27,907.0 $894K 0.04% -311.0 -1.1% $32.04 +7.1%
155 SUSL ISHARES TR 7,793.0 $885K 0.04% -207.0 -2.6% $113.60 +14.9%
156 AIR AAR CORP Industrials 7,967.0 $872K 0.04% -7K -48.2% $109.46 -4.3%
157 BP BP PLC Energy 18,144.0 $853K 0.04% -236.0 -1.3% $47.00 -3.0%
158 EMB ISHARES TR 8,959.0 $842K 0.04% -6K -42.0% $93.93 +0.8%
159 CFG CITIZENS FINL GROUP INC Financial Services 13,449.0 $807K 0.04% -739.0 -5.2% $59.97 +2.2%
160 ARES ARES MANAGEMENT CORPORATION Financial Services 7,309.0 $797K 0.04% -250.0 -3.3% $109.10 +12.8%
Page 8 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%