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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 12 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VOE VANGUARD INDEX FDS 8,674.0 $1.6M 0.07% $184.27 +4.1%
222 FOXA FOX CORP Communication Services 27,163.0 $1.6M 0.07% -1K -4.0% $58.40 +11.0%
223 QQQM INVESCO EXCH TRADED FD TR II 6,568.0 $1.6M 0.07% +48.0 +0.7% $237.63 +22.3%
224 SCHV SCHWAB STRATEGIC TR 51,160.0 $1.6M 0.07% -1K -2.8% $30.50 +7.0%
225 VLO VALERO ENERGY CORP Energy 6,305.0 $1.6M 0.07% +347.0 +5.8% $247.10 +1.5%
226 ABT ABBOTT LABORATORIES Healthcare 15,051.0 $1.5M 0.07% +739.0 +5.2% $102.67 -14.4%
227 ASML ASML HLDG NV Technology 1,163.0 $1.5M 0.07% +249.0 +27.2% $1320.55 +11.5%
228 BAC BANK AMERICA CORP Financial Services 30,967.0 $1.5M 0.07% +1K +4.5% $48.75 +2.1%
229 BCI ABRDN ETFS 62,122.0 $1.5M 0.07% +18K +40.6% $24.29 +5.5%
230 IYE ISHARES TR 23,144.0 $1.5M 0.07% -1K -4.7% $64.77 -1.1%
231 AIM ETF PRODUCTS TRUST 57,944.0 $1.5M 0.07% -3K -5.2% $25.71
232 MMM 3M CO Industrials 10,136.0 $1.5M 0.07% -976.0 -8.8% $145.22 +0.7%
233 PH PARKER-HANNIFIN CORP Industrials 1,614.0 $1.4M 0.07% -388.0 -19.4% $895.20 -3.6%
234 ICSH ISHARES TR 28,361.0 $1.4M 0.07% $50.62 -0.2%
235 RTX RTX CORPORATION Industrials 7,333.0 $1.4M 0.07% -145.0 -1.9% $192.89 -11.3%
236 AGQ PROSHARES TR II Financial Services 11,764.0 $1.4M 0.06% +3K +30.0% $119.51 +0.8%
237 FLOT ISHARES TR 27,590.0 $1.4M 0.06% +587.0 +2.2% $50.95 +0.1%
238 MU CALL MICRON TECHNOLOGY INC Technology 5,000.0 $1.4M 0.06% $280.87 +158.0%
239 VOX VANGUARD WORLD FD 7,789.0 $1.4M 0.06% -2K -16.1% $179.84 +9.6%
240 TJX TJX COS INC NEW Consumer Cyclical 8,758.0 $1.4M 0.06% +148.0 +1.7% $159.69 -7.7%
Page 12 of 38  ·  747 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%