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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 14 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GM GENERAL MTRS CO Consumer Cyclical 3,731.0 $278K 0.01% -255.0 -6.4% $74.49 -0.4%
262 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 14,016.0 $277K 0.01% -783.0 -5.3% $19.75 +10.7%
263 DIVB ISHARES TR 5,077.0 $274K 0.01% -470.0 -8.5% $53.95 +8.8%
264 RPRX ROYALTY PHARMA PLC Healthcare 5,699.0 $273K 0.01% -182.0 -3.1% $47.97 +9.8%
265 SYY SYSCO CORP Consumer Defensive 3,825.0 $273K 0.01% -679.0 -15.1% $71.32 +1.8%
266 SYSB ISHARES TR 3,058.0 $272K 0.01% -394.0 -11.4% $89.00 -1.4%
267 FIXD FIRST TR EXCHNG TRADED FD VI 6,188.0 $270K 0.01% -29K -82.4% $43.59 -0.8%
268 EMR EMERSON ELEC CO Industrials 2,052.0 $269K 0.01% -58.0 -2.8% $131.04 +0.4%
269 VRTX VERTEX PHARMACEUTICALS INC Healthcare 601.0 $269K 0.01% -975.0 -61.9% $446.80 -2.8%
270 SAN BANCO SANTANDER SA Financial Services 23,538.0 $266K 0.01% -788.0 -3.2% $11.28 +4.9%
271 NGG NATIONAL GRID PLC Utilities 3,050.0 $258K 0.01% -114.0 -3.6% $84.60 -1.2%
272 DFNM DIMENSIONAL ETF TRUST 5,311.0 $255K 0.01% -295.0 -5.3% $47.93 +0.2%
273 VV VANGUARD INDEX FDS 845.0 $253K 0.01% -69.0 -7.5% $298.97 +13.3%
274 VOOG VANGUARD ADMIRAL FDS INC 611.0 $249K 0.01% -831.0 -57.6% $407.44 -80.0%
275 FTCS FIRST TR EXCHANGE-TRADED FD 2,674.0 $248K 0.01% -188.0 -6.6% $92.77 +0.9%
276 SIXJ AIM ETF PRODUCTS TRUST 7,341.0 $247K 0.01% -1K -12.0% $33.64 +6.7%
277 VB VANGUARD INDEX FDS 943.0 $247K 0.01% -44.0 -4.5% $261.88 +7.4%
278 FN FABRINET Technology 470.0 $245K 0.01% -253.0 -35.0% $521.52 +32.1%
279 IWP ISHARES TR 1,899.0 $243K 0.01% -443.0 -18.9% $128.12 +6.0%
280 SHW SHERWIN WILLIAMS CO Basic Materials 755.0 $242K 0.01% -22.0 -2.8% $320.45 -5.6%
Page 14 of 16  ·  317 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%