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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 10 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GSK GSK PLC Healthcare 35,786.0 $2.0M 0.09% -10K -21.2% $55.19 -8.5%
182 MU MICRON TECHNOLOGY INC Technology 5,815.0 $2.0M 0.09% +703.0 +13.8% $337.86 +104.0%
183 OCTW AIM ETF PRODUCTS TRUST 51,051.0 $2.0M 0.09% -2K -3.4% $38.47 +5.2%
184 IAGG ISHARES TR 39,220.0 $2.0M 0.09% +3K +9.2% $50.04 -0.7%
185 ISHARES TR 85,564.0 $2.0M 0.09% +58K +213.0% $22.91
186 SHYG ISHARES TR 45,527.0 $1.9M 0.09% +5K +11.5% $42.31 -0.3%
187 FCX FREEPORT MCMORAN INC Basic Materials 32,494.0 $1.9M 0.09% -883.0 -2.6% $58.78 +0.8%
188 SJNK SPDR SERIES TRUST 75,987.0 $1.9M 0.09% +41K +119.4% $24.98 -0.3%
189 MCD MCDONALDS CORP Consumer Cyclical 6,044.0 $1.9M 0.09% -1K -15.4% $310.79 -9.1%
190 UNH UNITEDHEALTH GROUP INC Healthcare 6,927.0 $1.9M 0.09% -110.0 -1.6% $270.59 +43.8%
191 IWR ISHARES TR 19,088.0 $1.9M 0.09% +243.0 +1.3% $97.23 +5.6%
192 IEFA ISHARES TR 20,500.0 $1.9M 0.09% +1K +7.3% $90.53 +5.5%
193 SCHW SCHWAB CHARLES CORP Financial Services 19,473.0 $1.8M 0.08% -2K -9.0% $93.98 -2.1%
194 GEV GE VERNOVA INC Utilities 2,094.0 $1.8M 0.08% -1K -34.9% $872.75 +14.0%
195 MRK MERCK & CO INC Healthcare 15,172.0 $1.8M 0.08% +2K +15.6% $120.29 -6.2%
196 QTUM ETF SER SOLUTIONS 16,948.0 $1.8M 0.08% +3K +20.1% $107.30 +30.6%
197 VNLA JANUS DETROIT STR TR 37,089.0 $1.8M 0.08% +4K +12.2% $48.86 +0.2%
198 BLCR BLACKROCK ETF TRUST 44,123.0 $1.8M 0.08% NEW $41.06 +18.6%
199 SHLD GLOBAL X FDS 25,435.0 $1.8M 0.08% -247.0 -1.0% $70.84 -9.6%
200 IYW ISHARES TR 9,869.0 $1.8M 0.08% $181.43 +30.3%
Page 10 of 38  ·  747 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%