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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 34 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SEIC SEI INVTS CO Financial Services 2,964.0 $233K 0.01% NEW $78.47 +17.2%
662 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,190.0 $233K 0.01% NEW $195.44 +4.4%
663 EQT EQT CORP Energy 3,650.0 $232K 0.01% NEW $63.64 -9.7%
664 IGIB ISHARES TR 4,361.0 $232K 0.01% -2K -25.8% $53.23 -1.1%
665 SEI EXCHANGE TRADED FUNDS 7,108.0 $232K 0.01% +72.0 +1.0% $32.60
666 RVTY REVVITY INC Healthcare 2,629.0 $230K 0.01% $87.61 +9.0%
667 CRWV COREWEAVE INC Technology 2,966.0 $230K 0.01% -39.0 -1.3% $77.47 +33.9%
668 RL RALPH LAUREN CORP Consumer Cyclical 667.0 $230K 0.01% $344.21 -5.3%
669 GBF ISHARES TR 2,201.0 $229K 0.01% $104.17 -1.3%
670 OMF ONEMAIN HLDGS INC Financial Services 4,278.0 $229K 0.01% +39.0 +0.9% $53.49 +0.1%
671 IBDU ISHARES TR 9,771.0 $227K 0.01% NEW $23.26 -0.6%
672 IBDT ISHARES TR 8,968.0 $227K 0.01% NEW $25.33 -0.5%
673 CAG CONAGRA BRANDS INC Consumer Defensive 14,385.0 $226K 0.01% +2K +11.8% $15.72 -12.3%
674 RSG REPUBLIC SVCS INC Industrials 1,031.0 $226K 0.01% -156.0 -13.1% $218.93 -2.8%
675 IYH ISHARES TR 3,658.0 $225K 0.01% -210.0 -5.4% $61.65 -0.8%
676 SIXZ AIM ETF PRODUCTS TRUST 7,761.0 $225K 0.01% -544.0 -6.5% $29.00 +7.3%
677 CDNS CADENCE DESIGN SYSTEM INC Technology 808.0 $224K 0.01% -4K -82.9% $277.75 +24.6%
678 ESGE ISHARES INC 4,935.0 $224K 0.01% NEW $45.47 +14.0%
679 ADI ANALOG DEVICES INC Technology 704.0 $224K 0.01% -578.0 -45.1% $318.21 +31.5%
680 JIRE J P MORGAN EXCHANGE TRADED F 2,947.0 $223K 0.01% $75.74 +5.0%
Page 34 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%