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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $798.7B AUM 130 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 62 Added 36 Reduced 17 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 1,045.0 $280K 0.04% +26.0 +2.5% $267.60 +3.9%
62 LMT LOCKHEED MARTIN CORP Industrials 447.0 $265K 0.03% +3.0 +0.7% $592.19 -10.8%
Page 4 of 4  ·  62 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 40.7%
Technology 28.1%
Basic Materials 9.5%
Consumer Defensive 5.2%
Healthcare 4.7%
Industrials 4.5%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%