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Portfolio (Quarterly) Guide ↗

Mann Financial Group, Inc.

· CIK 0002093991
13F Portfolio $120M AUM 34 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 13 Added 8 Reduced 1 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 969.0 $362K 0.30% -240.0 -19.9% $373.73 -7.3%
22 NVDA NVIDIA CORPORATION Technology 1,799.0 $360K 0.30% +26.0 +1.5% $200.09 +12.6%
23 GEV GE VERNOVA INC Utilities 300.0 $352K 0.29% -112.0 -27.2% $1174.86 -19.5%
24 PULS PGIM ETF TR 6,000.0 $297K 0.25% $49.55 +0.3%
25 OTTR OTTER TAIL CORP Utilities 3,129.0 $282K 0.24% $89.98 +1.9%
26 AAPL APPLE INC Technology 972.0 $281K 0.23% $289.45 +8.7%
27 TSLA TESLA INC Consumer Cyclical 615.0 $259K 0.22% $420.60 -16.5%
28 VTI VANGUARD INDEX FDS 665.0 $246K 0.21% $370.04 +2.7%
29 FBND FIDELITY MERRIMACK STR TR 5,148.0 $234K 0.20% NEW $45.49 -0.8%
30 SCUS SCHWAB STRATEGIC TR 9,000.0 $227K 0.19% NEW $25.18 +0.0%
31 QXO QXO INC Industrials 12,160.0 $210K 0.18% NEW $17.28 -18.6%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 4,961.0 $210K 0.18% -2K -29.6% $42.34 +17.9%
33 IAGG ISHARES TR 3,986.0 $202K 0.17% NEW $50.60 -1.5%
34 XRPN ARMADA ACQUISITION CORP II Financial Services 12,450.0 $130K 0.11% $10.42 +1.2%
Page 2 of 2  ·  34 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 38.5%
Technology 23.1%
Industrials 18.7%
Consumer Cyclical 8.5%
Utilities 8.4%
Communication Services 2.8%