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Portfolio (Quarterly) Guide ↗

Csenge Advisory Group

· CIK 0001715593
13F Portfolio $2.2B AUM 747 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 261 Added 317 Reduced 76 Exited
Page 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FPX FIRST TR EXCHANGE-TRADED FD 1,282.0 $204K 0.01% NEW $158.81 +15.9%
102 JBL JABIL INC Technology 760.0 $202K 0.01% NEW $265.71 +33.4%
103 UAMY UNITED STATES ANTIMONY CORP Basic Materials 20,608.0 $180K 0.01% NEW $8.73 +9.6%
104 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 10,080.0 $145K 0.01% NEW $14.36 -3.6%
105 SATL SATELLOGIC INC Technology 20,772.0 $113K 0.01% NEW $5.44 +58.8%
106 ONDS ONDAS INC Technology 10,749.0 $97K 0.00% NEW $9.04 +24.0%
107 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 13,487.0 $95K 0.00% NEW $7.02 +4.0%
108 SOUN SOUNDHOUND AI INC Technology 11,911.0 $82K 0.00% NEW $6.87 +24.0%
109 USA LIBERTY ALL STAR EQUITY FD Financial Services 10,229.0 $57K 0.00% NEW $5.55 +3.2%
110 MVST MICROVAST HOLDINGS INC Industrials 10,000.0 $15K 0.00% NEW $1.50 -1.3%
111 GABELLI EQUITY TR INC 13,420.0 $94.0 NEW $0.01
Page 6 of 6  ·  111 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 40.0%
Technology 17.4%
Consumer Cyclical 7.1%
Industrials 6.7%
Healthcare 6.4%
Consumer Defensive 5.6%
Energy 5.6%
Communication Services 5.3%
Utilities 3.8%
Basic Materials 1.4%