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Portfolio (Quarterly) Guide ↗

Csenge Advisory Group

· CIK 0001715593
13F Portfolio $2.2B AUM 712 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 712 New
Page 23 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LITE LUMENTUM HLDGS INC Technology 1,353.0 $499K 0.02% NEW $368.59 +141.5%
442 CPNG COUPANG INC Consumer Cyclical 20,980.0 $495K 0.02% NEW $23.59 -35.3%
443 IWO ISHARES TR 1,530.0 $494K 0.02% NEW $323.07 +12.4%
444 GIS GENERAL MLS INC Consumer Defensive 10,572.0 $492K 0.02% NEW $46.50 -27.4%
445 COIN COINBASE GLOBAL INC Financial Services 2,165.0 $490K 0.02% NEW $226.11 -14.4%
446 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,645.0 $489K 0.02% NEW $56.62 +15.3%
447 CBOE CBOE GLOBAL MKTS INC Financial Services 1,945.0 $488K 0.02% NEW $250.94 +43.8%
448 EMXC ISHARES INC 6,709.0 $488K 0.02% NEW $72.68 +29.7%
449 FLDR FIDELITY MERRIMACK STR TR 9,596.0 $482K 0.02% NEW $50.23 -0.2%
450 SEPZ ELEVATION SERIES TRUST 11,359.0 $480K 0.02% NEW $42.26 +6.7%
451 MRSH MARSH & MCLENNAN COS INC Financial Services 2,582.0 $479K 0.02% NEW $185.53 -10.5%
452 GD GENERAL DYNAMICS CORP Industrials 1,406.0 $473K 0.02% NEW $336.62 +1.0%
453 SPYV SPDR SERIES TRUST 8,301.0 $472K 0.02% NEW $56.81 +6.5%
454 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 20,164.0 $470K 0.02% NEW $23.31 -2.5%
455 CWB SPDR SERIES TRUST 5,248.0 $468K 0.02% NEW $89.20 +15.6%
456 XEL XCEL ENERGY INC Utilities 6,292.0 $465K 0.02% NEW $73.86 +7.9%
457 MPLX MPLX LP Energy 8,692.0 $464K 0.02% NEW $53.37 +4.2%
458 DRS LEONARDO DRS INC Industrials 13,453.0 $459K 0.02% NEW $34.09 +25.6%
459 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,655.0 $454K 0.02% NEW $47.06 +9.8%
460 HEI HEICO CORP NEW Industrials 1,403.0 $454K 0.02% NEW $323.67 -9.7%
Page 23 of 36  ·  712 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 40.9%
Technology 18.3%
Consumer Cyclical 8.0%
Healthcare 6.8%
Industrials 6.5%
Consumer Defensive 5.8%
Communication Services 5.6%
Energy 3.7%
Utilities 3.3%
Real Estate 0.6%