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Portfolio (Quarterly) Guide ↗

Financial Strategies Group, Inc.

· CIK 0001774343
13F Portfolio $628M AUM 100 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 51 Added 28 Reduced 3 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUB ISHARES TR 15,628.0 $1.7M 0.26% +2K +11.4% $106.18 +0.1%
42 VEA VANGUARD TAX-MANAGED FDS 21,434.0 $1.5M 0.24% -957.0 -4.3% $70.47 +4.2%
43 HCC WARRIOR MET COAL INC Energy 18,791.0 $1.5M 0.24% +2K +13.9% $79.76 +33.8%
44 VIOV VANGUARD ADMIRAL FDS INC 12,562.0 $1.5M 0.24% -485.0 -3.7% $117.89 +0.8%
45 BUFD FIRST TR EXCHNG TRADED FD VI 49,347.0 $1.5M 0.23% +2K +3.9% $29.87 +1.2%
46 ENVA ENOVA INTL INC Financial Services 6,257.0 $1.4M 0.23% -2K -25.2% $228.45 +6.3%
47 DVA DAVITA INC Healthcare 5,355.0 $1.3M 0.20% -2K -27.3% $237.29 -26.7%
48 LAD LITHIA MTRS INC Consumer Cyclical 3,831.0 $1.3M 0.20% -80.0 -2.0% $330.77 +12.1%
49 SIGI SELECTIVE INS GROUP INC Financial Services 12,757.0 $1.3M 0.20% -328.0 -2.5% $98.76 -7.4%
50 NMIH NMI HLDGS INC Financial Services 29,558.0 $1.2M 0.20% +2K +6.8% $41.85 +7.9%
51 AMR ALPHA METALLURGICAL RESOUR I Energy 8,647.0 $1.2M 0.20% +3K +46.7% $142.04 +47.8%
52 KNSL KINSALE CAP GROUP INC Financial Services 3,560.0 $1.2M 0.19% +567.0 +18.9% $339.42 +13.0%
53 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 5,583.0 $1.2M 0.19% +405.0 +7.8% $216.13 -0.6%
54 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 12,446.0 $1.1M 0.18% +1K +10.2% $92.34 +4.4%
55 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,573.0 $1.1M 0.18% +401.0 +12.6% $311.60 -16.0%
56 CSX CSX CORP Industrials 22,002.0 $1.1M 0.17% $49.89 +3.4%
57 FMB FIRST TR EXCH TRADED FD III 21,567.0 $1.1M 0.17% +3K +13.8% $50.72 -1.1%
58 VO VANGUARD INDEX FDS 12,581.0 $1.0M 0.16% -764.0 -5.7% $80.47 +3.1%
59 ACT ENACT HLDGS INC Financial Services 21,477.0 $977K 0.16% $45.51 +8.1%
60 SPDW SPDR INDEX SHS FDS 19,396.0 $968K 0.15% +2K +11.6% $49.91 +4.2%
Page 3 of 5  ·  100 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 45.5%
Consumer Cyclical 15.5%
Technology 9.9%
Consumer Defensive 9.0%
Healthcare 7.3%
Energy 7.2%
Communication Services 4.3%
Industrials 0.8%
Basic Materials 0.4%
Utilities 0.3%