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Portfolio (Quarterly) Guide ↗

CENTAURUS FINANCIAL, INC.

· CIK 0000891943
13F Portfolio $2.1B AUM 1,058 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1055 New
Page 36 of 53  ·  1,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,623.0 $292K 0.01% NEW $80.60 -9.4%
702 TDIV FIRST TR EXCHANGE TRADED FD 3,112.0 $291K 0.01% NEW $93.51 +19.8%
703 NMIH NMI HLDGS INC Financial Services 7,751.0 $291K 0.01% NEW $37.54 +0.7%
704 ET ENERGY TRANSFER L P Energy 14,880.0 $287K 0.01% NEW $19.29 +5.7%
705 ARKK ARK ETF TR 4,234.0 $286K 0.01% NEW $67.55 +12.3%
706 AVAV AEROVIRONMENT INC Industrials 1,559.0 $285K 0.01% NEW $182.81 -10.4%
707 NVDL GRANITESHARES ETF TR 3,925.0 $285K 0.01% NEW $72.61 +58.9%
708 PSX PHILLIPS 66 Energy 1,564.0 $285K 0.01% NEW $182.23 +0.1%
709 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 14,810.0 $284K 0.01% NEW $19.18 -6.3%
710 QMAR FIRST TR EXCHNG TRADED FD VI 8,324.0 $280K 0.01% NEW $33.64 +9.9%
711 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,913.0 $279K 0.01% NEW $47.18 +9.5%
712 CWB SPDR SERIES TRUST 3,053.0 $279K 0.01% NEW $91.39 +12.8%
713 IYG ISHARES TR 3,357.0 $278K 0.01% NEW $82.81 +5.1%
714 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,360.0 $276K 0.01% NEW $202.94 +8.7%
715 FNX FIRST TR EXCHANGE-TRADED ALP 2,151.0 $276K 0.01% NEW $128.31 +7.0%
716 SOLV SOLVENTUM CORP Healthcare 4,231.0 $276K 0.01% NEW $65.23 +14.6%
717 VIOO VANGUARD ADMIRAL FDS INC 2,405.0 $276K 0.01% NEW $114.76 +9.4%
718 BGR BLACKROCK ENERGY & RES TR Financial Services 15,884.0 $275K 0.01% NEW $17.31 -4.4%
719 IWY ISHARES TR 1,104.0 $275K 0.01% NEW $249.09 +17.6%
720 CMI CUMMINS INC Industrials 508.0 $274K 0.01% NEW $539.37 +22.3%
Page 36 of 53  ·  1,055 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 32.4%
Financial Services 21.3%
Consumer Cyclical 11.2%
Communication Services 9.3%
Industrials 8.8%
Healthcare 6.0%
Consumer Defensive 3.3%
Real Estate 3.0%
Utilities 2.2%
Energy 2.0%