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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 11 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PH PARKER-HANNIFIN CORP Industrials 2,002.0 $1.8M 0.08% NEW $878.79 -3.5%
202 SHYG ISHARES TR 40,837.0 $1.8M 0.08% NEW $42.87 -1.6%
203 AXP AMERICAN EXPRESS CO Financial Services 4,723.0 $1.7M 0.08% NEW $369.93 -16.6%
204 AIM ETF PRODUCTS TRUST 63,498.0 $1.7M 0.08% NEW $27.39
205 SNEX STONEX GROUP INC Financial Services 18,282.0 $1.7M 0.08% NEW $95.13 +15.2%
206 CALM CAL MAINE FOODS INC Consumer Defensive 21,760.0 $1.7M 0.08% NEW $79.57 -2.5%
207 CEG CONSTELLATION ENERGY CORP Utilities 4,847.0 $1.7M 0.08% NEW $353.28 -26.7%
208 IEFA ISHARES TR 19,103.0 $1.7M 0.08% NEW $89.46 +6.7%
209 FCX FREEPORT-MCMORAN INC Basic Materials 33,377.0 $1.7M 0.08% NEW $50.79 +16.7%
210 IWS ISHARES TR 12,015.0 $1.7M 0.08% NEW $141.05 +9.3%
211 MPC MARATHON PETE CORP Energy 10,308.0 $1.7M 0.08% NEW $162.63 +58.4%
212 SHLD GLOBAL X FDS 25,682.0 $1.7M 0.07% NEW $64.79 -1.2%
213 VTIP VANGUARD MALVERN FDS 33,614.0 $1.7M 0.07% NEW $49.46 +1.7%
214 QQQM INVESCO EXCH TRADED FD TR II 6,520.0 $1.6M 0.07% NEW $252.90 +14.4%
215 USB US BANCORP DEL Financial Services 30,805.0 $1.6M 0.07% NEW $53.36 -1.0%
216 KCE SPDR SERIES TRUST 10,920.0 $1.6M 0.07% NEW $149.93 +1.1%
217 BAC BANK AMERICA CORP Financial Services 29,627.0 $1.6M 0.07% NEW $55.00 -7.9%
218 VNLA JANUS DETROIT STR TR 33,067.0 $1.6M 0.07% NEW $49.14 -0.3%
219 SCHZ SCHWAB STRATEGIC TR 69,320.0 $1.6M 0.07% NEW $23.37 -2.3%
220 CRWD CROWDSTRIKE HLDGS INC Technology 3,435.0 $1.6M 0.07% NEW $468.74 +32.5%
Page 11 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%