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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 22 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VXUS VANGUARD STAR FDS 6,825.0 $526K 0.02% -10K -58.4% $77.11 +7.4%
422 LITE LUMENTUM HLDGS INC Technology 743.0 $522K 0.02% -610.0 -45.1% $703.21 +25.8%
423 HODL VANECK BITCOIN ETF 27,109.0 $519K 0.02% NEW $19.16 +13.3%
424 WM WASTE MGMT INC DEL Industrials 2,260.0 $519K 0.02% +252.0 +12.6% $229.75 -3.1%
425 JPEF J P MORGAN EXCHANGE TRADED F 7,225.0 $519K 0.02% -84.0 -1.1% $71.81 +10.4%
426 STRL STERLING INFRASTRUCTURE INC Industrials 1,272.0 $518K 0.02% +225.0 +21.5% $407.36 +89.2%
427 BBUS J P MORGAN EXCHANGE TRADED F 4,384.0 $514K 0.02% +79.0 +1.8% $117.18 +12.8%
428 URA GLOBAL X FDS 10,570.0 $512K 0.02% NEW $48.43 -2.5%
429 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,683.0 $507K 0.02% NEW $189.05 +21.4%
430 VPU VANGUARD WORLD FD 2,549.0 $505K 0.02% +349.0 +15.9% $198.14 -3.1%
431 CINF CINCINNATI FINL CORP Financial Services 3,198.0 $503K 0.02% -665.0 -17.2% $157.34 +6.7%
432 XEL XCEL ENERGY INC Utilities 6,332.0 $503K 0.02% +40.0 +0.6% $79.44 -1.7%
433 AFL AFLAC INC Financial Services 4,537.0 $498K 0.02% -586.0 -11.4% $109.70 +7.9%
434 HSY HERSHEY CO Consumer Defensive 2,389.0 $497K 0.02% +211.0 +9.7% $207.88 -7.8%
435 EME EMCOR GROUP INC Industrials 670.0 $495K 0.02% -5.0 -0.7% $738.31 +18.8%
436 FDX FEDEX CORP Industrials 1,383.0 $493K 0.02% -152.0 -9.9% $356.26 +3.8%
437 MPLX MPLX LP Energy 8,611.0 $491K 0.02% -81.0 -0.9% $57.07 -2.9%
438 UDN INVESCO DB US DLR INDEX TR Financial Services 27,245.0 $490K 0.02% NEW $18.00 +0.8%
439 COLO GLOBAL X FDS 12,350.0 $489K 0.02% NEW $39.56 -9.0%
440 BIV VANGUARD BD INDEX FDS 6,308.0 $487K 0.02% +2K +35.3% $77.18 -1.9%
Page 22 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%