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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 11 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSCO CISCO SYS INC Technology 23,042.0 $1.8M 0.08% -1K -4.6% $77.59 +52.4%
202 CALM CAL MAINE FOODS INC Consumer Defensive 22,533.0 $1.8M 0.08% +773.0 +3.5% $79.15 -1.9%
203 DFAC DIMENSIONAL ETF TRUST 45,840.0 $1.8M 0.08% -1K -3.0% $38.86 +10.6%
204 PAAA PGIM ETF TR 34,544.0 $1.8M 0.08% NEW $51.18 +0.5%
205 NOC NORTHROP GRUMMAN CORP Industrials 2,590.0 $1.8M 0.08% +288.0 +12.5% $682.32 -20.8%
206 IWS ISHARES TR 12,104.0 $1.8M 0.08% +89.0 +0.7% $145.74 +6.7%
207 OHI OMEGA HEALTHCARE INVS INC Real Estate 40,238.0 $1.8M 0.08% NEW $43.82 +8.0%
208 F FORD MTR CO Consumer Cyclical 152,395.0 $1.8M 0.08% +11K +8.1% $11.54 +16.1%
209 IEF ISHARES TR 18,277.0 $1.7M 0.08% -3K -13.4% $95.44 -2.1%
210 CDE COEUR MNG INC Basic Materials 92,792.0 $1.7M 0.08% NEW $18.77 -6.8%
211 AIQ GLOBAL X FDS 37,250.0 $1.7M 0.08% +32K +571.8% $46.67 +30.1%
212 AIM ETF PRODUCTS TRUST 65,062.0 $1.7M 0.08% +2K +2.5% $26.58
213 MDT MEDTRONIC PLC Healthcare 19,723.0 $1.7M 0.08% -4K -15.2% $86.65 -12.1%
214 DORM DORMAN PRODS INC Consumer Cyclical 16,190.0 $1.7M 0.08% -891.0 -5.2% $104.36 +11.3%
215 KMI KINDER MORGAN INC DEL Energy 49,850.0 $1.7M 0.08% +3K +5.3% $33.53 +0.3%
216 UBER UBER TECHNOLOGIES INC Technology 23,106.0 $1.7M 0.08% -8K -25.5% $71.93 +4.4%
217 INNOVATOR ETFS TRUST 64,621.0 $1.7M 0.08% +17K +37.1% $25.54
218 IXUS ISHARES TR 18,698.0 $1.6M 0.07% +1K +6.2% $86.64 +8.4%
219 UNP UNION PAC CORP Industrials 6,623.0 $1.6M 0.07% +6K +573.1% $242.61 +11.5%
220 USB US BANCORP Financial Services 30,758.0 $1.6M 0.07% $52.01 +2.1%
Page 11 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%