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Portfolio (Quarterly) Guide ↗

XML Financial, LLC

· CIK 0001800465
13F Portfolio $1.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 442 New
Page 10 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COP CONOCOPHILLIPS Energy 10,636.0 $996K 0.08% NEW $93.61 +33.9%
182 ITW ILLINOIS TOOL WKS INC Industrials 3,891.0 $958K 0.08% NEW $246.30 +0.7%
183 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 21,916.0 $949K 0.08% NEW $43.30 +68.3%
184 GSK GSK PLC Healthcare 19,288.0 $946K 0.08% NEW $49.04 +4.3%
185 MMM 3M CO Industrials 5,874.0 $940K 0.08% NEW $160.09 -6.5%
186 SGOL ETFS GOLD TR Financial Services 21,900.0 $900K 0.07% NEW $41.08 +4.5%
187 COF CAPITAL ONE FINL CORP Financial Services 3,687.0 $894K 0.07% NEW $242.39 -24.5%
188 QYLD GLOBAL X FDS 50,239.0 $888K 0.07% NEW $17.67 +0.1%
189 RLY SSGA ACTIVE ETF TR 27,886.0 $877K 0.07% NEW $31.45 +17.2%
190 ESGU ISHARES TR 5,869.0 $874K 0.07% NEW $148.98 +7.6%
191 GDXJ VANECK ETF TRUST 7,675.0 $873K 0.07% NEW $113.78 -2.1%
192 CSX CSX CORP Industrials 24,060.0 $872K 0.07% NEW $36.25 +28.2%
193 PTNQ PACER FDS TR 10,911.0 $858K 0.07% NEW $78.65 +7.1%
194 UAL UNITED AIRLS HLDGS INC Industrials 7,633.0 $854K 0.07% NEW $111.82 -20.3%
195 WM WASTE MGMT INC DEL Industrials 3,884.0 $853K 0.07% NEW $219.70 +3.0%
196 NSC NORFOLK SOUTHN CORP Industrials 2,917.0 $842K 0.07% NEW $288.72 +10.7%
197 REGN REGENERON PHARMACEUTICALS Healthcare 1,085.0 $838K 0.07% NEW $771.91 -17.8%
198 INCM FRANKLIN TEMPLETON ETF TR 29,865.0 $837K 0.07% NEW $28.04 +3.8%
199 WFC WELLS FARGO CO NEW Financial Services 8,870.0 $827K 0.07% NEW $93.20 -19.6%
200 KKR KKR & CO INC Financial Services 6,408.0 $817K 0.07% NEW $127.48 -27.0%
Page 10 of 23  ·  442 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
Technology 25.5%
Financial Services 24.5%
Industrials 12.0%
Healthcare 10.4%
Communication Services 6.5%
Consumer Cyclical 5.7%
Energy 5.5%
Consumer Defensive 3.4%
Real Estate 2.6%
Basic Materials 2.1%