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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AEP AMERICAN ELEC PWR CO INC Utilities 2,383.0 $319K 0.04% +76.0 +3.3% $133.66 -3.6%
122 MA MASTERCARD INCORPORATED Financial Services 585.0 $305K 0.04% +13.0 +2.3% $521.30 -3.8%
123 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 304.0 $304K 0.04% +13.0 +4.5% $1001.46 +9.1%
124 EME EMCOR GROUP INC Industrials 371.0 $299K 0.04% NEW $806.05 +6.8%
125 USMF WISDOMTREE TR 5,752.0 $296K 0.04% -49K -89.5% $51.47 +1.1%
126 JNJ JOHNSON & JOHNSON Healthcare 1,262.0 $296K 0.04% +236.0 +23.0% $234.18 -1.9%
127 BSX BOSTON SCIENTIFIC CORP Healthcare 4,520.0 $290K 0.04% $64.23 -12.3%
128 ORCL ORACLE CORP Technology 1,635.0 $286K 0.04% +86.0 +5.5% $175.06 +4.6%
129 SLVR SPROTT FDS TR 4,333.0 $282K 0.04% $65.11 -9.3%
130 CVX CHEVRON CORPORATION Energy 1,528.0 $281K 0.04% +48.0 +3.2% $183.99 +6.6%
131 LRCX LAM RESEARCH CORP Technology 1,045.0 $280K 0.04% +26.0 +2.5% $267.60 +2.9%
132 XOM EXXON MOBIL CORP Energy 1,897.0 $278K 0.03% -13K -87.4% $146.44 +10.6%
133 LMT LOCKHEED MARTIN CORP Industrials 447.0 $265K 0.03% +3.0 +0.7% $592.19 -11.4%
134 FSMB FIRST TR EXCH TRADED FD III 11,498.0 $230K 0.03% $20.04 -0.6%
135 IMMUNITYBIO INC 10,000.0 $77K 0.01% $7.70
Page 7 of 7  ·  135 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%