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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 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EIS ISHARES INC 9,264.0 $1.1M 0.05% -4K -31.3% $116.04 +11.4%
282 SYK STRYKER CORPORATION Healthcare 3,248.0 $1.1M 0.05% +47.0 +1.5% $328.62 -6.7%
283 MPT MEDICAL PROPERTIES TRUST INC Financial Services 229,819.0 $1.1M 0.05% +27K +13.5% $4.63 +9.1%
284 IVLU ISHARES TR 26,754.0 $1.1M 0.05% +1K +4.0% $39.68 +6.6%
285 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,177.0 $1.1M 0.05% -1K -32.7% $484.93 -9.9%
286 C CITIGROUP INC Financial Services 9,256.0 $1.0M 0.05% -367.0 -3.8% $113.41 +7.9%
287 JCI JOHNSON CONTROLS INTERNATION Industrials 7,982.0 $1.0M 0.05% -3K -29.2% $130.95 +9.3%
288 ENTERGY CORP NEW 9,297.0 $1.0M 0.05% -1K -11.5% $112.36
289 IDXX IDEXX LABS INC Healthcare 1,830.0 $1.0M 0.05% -407.0 -18.2% $561.78 -5.9%
290 EMLC VANECK ETF TRUST 40,793.0 $1.0M 0.05% +2K +5.1% $25.11 +0.6%
291 SPDW SPDR INDEX SHS FDS 22,420.0 $1.0M 0.05% $45.65 +8.5%
292 PWR QUANTA SVCS INC Industrials 1,857.0 $1.0M 0.05% -192.0 -9.4% $548.93 +40.3%
293 IDCC INTERDIGITAL INC Technology 3,363.0 $1.0M 0.05% -929.0 -21.6% $301.99 -13.8%
294 IFLN INVESCO EXCH TRADED FD TR II 56,591.0 $1.0M 0.05% +5K +8.9% $17.94 +0.7%
295 ISRG INTUITIVE SURGICAL INC Healthcare 2,200.0 $1.0M 0.05% -18.0 -0.8% $460.93 -8.6%
296 USIG ISHARES TR 19,680.0 $1.0M 0.05% +2K +9.0% $51.23 -1.0%
297 XLF SELECT SECTOR SPDR TR 20,291.0 $1.0M 0.05% +249.0 +1.2% $49.37 +4.8%
298 VBR VANGUARD INDEX FDS 4,601.0 $1000K 0.05% $217.24 +5.1%
299 NEE NEXTERA ENERGY INC Utilities 10,585.0 $983K 0.04% -3K -20.6% $92.88 +0.5%
300 AEP AMERICAN ELEC PWR CO INC Utilities 7,434.0 $974K 0.04% $131.08 -2.6%
Page 15 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%