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Portfolio (Quarterly) Guide ↗

Fluent Financial, LLC

· CIK 0001722283
13F Portfolio $273M AUM 43 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 14 Added 10 Reduced 21 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USMV ISHARES TR 3,051.0 $285K 0.10% $93.51 +3.2%
42 VYM VANGUARD WHITEHALL FDS 1,432.0 $219K 0.08% $153.19 +3.3%
43 MA MASTERCARD INCORPORATED Financial Services 425.0 $216K 0.08% $508.58 -3.2%
Page 3 of 3  ·  43 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
Consumer Defensive 41.0%
Financial Services 20.1%
Industrials 12.2%
Technology 12.0%
Basic Materials 8.4%
Consumer Cyclical 4.3%
Energy 1.4%
Communication Services 0.6%