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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 12 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYW ISHARES TR 3,394.0 $678K 0.06% NEW $199.68 +17.5%
222 EME EMCOR GROUP INC Industrials 1,093.0 $669K 0.06% NEW $611.79 +43.4%
223 DJIA GLOBAL X FDS 29,954.0 $659K 0.05% NEW $22.00 -1.9%
224 IUSV ISHARES TR 6,410.0 $657K 0.05% NEW $102.53 +5.8%
225 IGE ISHARES TR 13,043.0 $655K 0.05% NEW $50.20 +23.9%
226 DELL DELL TECHNOLOGIES INC Technology 5,181.0 $652K 0.05% NEW $125.87 +89.1%
227 NSA NATIONAL STORAGE AFFILIATES Real Estate 22,400.0 $632K 0.05% NEW $28.21 +47.1%
228 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 7,606.0 $624K 0.05% NEW $82.02 -25.0%
229 ROK ROCKWELL AUTOMATION INC Industrials 1,588.0 $618K 0.05% NEW $389.07 +12.2%
230 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,065.0 $617K 0.05% NEW $579.42 -23.7%
231 DUK DUKE ENERGY CORP NEW Utilities 5,260.0 $617K 0.05% NEW $117.21 +4.8%
232 CINF CINCINNATI FINL CORP Financial Services 3,728.0 $609K 0.05% NEW $163.31 +2.8%
233 HWM HOWMET AEROSPACE INC Industrials 2,944.0 $604K 0.05% NEW $205.00 +25.4%
234 GUNR FLEXSHARES TR 13,107.0 $601K 0.05% NEW $45.85 +18.5%
235 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,391.0 $598K 0.05% NEW $36.49 +1.6%
236 VWO VANGUARD INTL EQUITY INDEX F 10,989.0 $591K 0.05% NEW $53.76 +7.6%
237 PANW PALO ALTO NETWORKS INC Technology 3,203.0 $590K 0.05% NEW $184.20 +34.4%
238 BLK BLACKROCK INC Financial Services 533.0 $571K 0.05% NEW $1071.00 -3.2%
239 VTES VANGUARD WELLINGTON FD 5,519.0 $561K 0.05% NEW $101.58 -0.9%
240 LPLA LPL FINL HLDGS INC Financial Services 1,570.0 $561K 0.05% NEW $357.06 -17.2%
Page 12 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%