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Portfolio (Quarterly) Guide ↗

Csenge Advisory Group

· CIK 0001715593
13F Portfolio $2.2B AUM 712 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 712 New
Page 27 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BKLN INVESCO EXCH TRADED FD TR II 16,633.0 $349K 0.02% NEW $21.00 -2.4%
522 BBAI BIGBEAR AI HLDGS INC Technology 64,651.0 $349K 0.02% NEW $5.40 -28.2%
523 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 55,217.0 $348K 0.02% NEW $6.30 -18.7%
524 TIP ISHARES TR 3,165.0 $348K 0.02% NEW $109.90 +0.2%
525 ADI ANALOG DEVICES INC Technology 1,282.0 $348K 0.02% NEW $271.30 +54.6%
526 BWX SPDR SERIES TRUST 15,350.0 $346K 0.02% NEW $22.53 -3.4%
527 CADENCE BANK 8,059.0 $345K 0.02% NEW $42.84
528 PYPL PAYPAL HLDGS INC Financial Services 5,911.0 $345K 0.02% NEW $58.38 -24.5%
529 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,734.0 $344K 0.02% NEW $39.39 -24.7%
530 SNPS SYNOPSYS INC Technology 731.0 $343K 0.02% NEW $469.72 +5.6%
531 PPA INVESCO EXCHANGE TRADED FD T 2,191.0 $343K 0.02% NEW $156.63 +5.5%
532 ACGL ARCH CAP GROUP LTD Financial Services 3,520.0 $338K 0.01% NEW $95.93 +0.7%
533 MEAR ISHARES U S ETF TR 6,679.0 $336K 0.01% NEW $50.32 -0.3%
534 GARP ISHARES TR 4,935.0 $336K 0.01% NEW $68.10 +11.6%
535 PANW PALO ALTO NETWORKS INC Technology 1,819.0 $335K 0.01% NEW $184.19 +31.6%
536 FDN FIRST TR EXCHANGE-TRADED FD 1,243.0 $335K 0.01% NEW $269.18 -0.7%
537 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,153.0 $333K 0.01% NEW $80.30 -3.3%
538 VONV VANGUARD SCOTTSDALE FDS 3,599.0 $332K 0.01% NEW $92.30 +10.5%
539 SYY SYSCO CORP Consumer Defensive 4,504.0 $332K 0.01% NEW $73.69 +2.3%
540 LEIDOS HOLDINGS INC 1,828.0 $330K 0.01% NEW $180.37
Page 27 of 36  ·  712 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 40.9%
Technology 18.3%
Consumer Cyclical 8.0%
Healthcare 6.8%
Industrials 6.5%
Consumer Defensive 5.8%
Communication Services 5.6%
Energy 3.7%
Utilities 3.3%
Real Estate 0.6%