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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 13 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CLX CLOROX CO DEL Consumer Defensive 5,550.0 $560K 0.05% NEW $100.83 -10.2%
242 AMT AMERICAN TOWER CORP NEW Real Estate 3,162.0 $555K 0.04% NEW $175.57 +2.0%
243 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,999.0 $552K 0.04% NEW $137.96 +6.1%
244 CSL CARLISLE COS INC Industrials 1,695.0 $542K 0.04% NEW $319.86 +1.9%
245 RIO RIO TINTO PLC Basic Materials 6,615.0 $529K 0.04% NEW $80.03 +25.6%
246 BHP BHP GROUP LTD Basic Materials 8,700.0 $525K 0.04% NEW $60.37 +35.8%
247 ARKK ARK ETF TR 6,769.0 $521K 0.04% NEW $76.92 -4.0%
248 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,154.0 $520K 0.04% NEW $100.88 -5.1%
249 IBDV ISHARES TR 23,446.0 $517K 0.04% NEW $22.07 -1.9%
250 BAPR INNOVATOR ETFS TRUST 10,764.0 $516K 0.04% NEW $47.98 +9.6%
251 MCK MCKESSON CORP Healthcare 629.0 $516K 0.04% NEW $820.18 -5.5%
252 OMC OMNICOM GROUP INC Communication Services 6,336.0 $512K 0.04% NEW $80.75 -9.3%
253 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,525.0 $507K 0.04% NEW $143.89 +10.4%
254 NFLX NETFLIX INC Communication Services 5,379.0 $504K 0.04% NEW $93.77 -3.1%
255 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 15,055.0 $502K 0.04% NEW $33.37 +1.7%
256 IEFA ISHARES TR 5,604.0 $501K 0.04% NEW $89.46 +6.7%
257 ORLA ORLA MNG LTD NEW Basic Materials 36,300.0 $489K 0.04% NEW $13.47 -5.3%
258 MU MICRON TECHNOLOGY INC Technology 1,694.0 $484K 0.04% NEW $285.45 +141.4%
259 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 32,505.0 $483K 0.04% NEW $14.87 +1.3%
260 TXN TEXAS INSTRS INC Technology 2,785.0 $483K 0.04% NEW $173.46 +69.9%
Page 13 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%