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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 16 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CB CHUBB LIMITED Financial Services 3,326.0 $1.0M 0.05% NEW $312.17 +5.8%
302 O REALTY INCOME CORP Real Estate 18,032.0 $1.0M 0.05% NEW $56.37 +9.5%
303 MPT MEDICAL PPTYS TRUST INC Financial Services 202,412.0 $1.0M 0.05% NEW $5.00 +1.6%
304 ACN ACCENTURE PLC IRELAND Technology 3,754.0 $1.0M 0.05% NEW $268.31 -34.1%
305 EMLC VANECK ETF TRUST 38,812.0 $1.0M 0.04% NEW $25.82 -2.9%
306 SPDW SPDR INDEX SHS FDS 22,516.0 $1000K 0.04% NEW $44.41 +10.5%
307 IVLU ISHARES TR 25,729.0 $979K 0.04% NEW $38.05 +10.2%
308 ASML ASML HOLDING N V Technology 914.0 $978K 0.04% NEW $1069.61 +36.4%
309 VBR VANGUARD INDEX FDS 4,588.0 $972K 0.04% NEW $211.80 +6.7%
310 ENTERGY CORP NEW 10,508.0 $971K 0.04% NEW $92.43
311 SUSL ISHARES TR 8,000.0 $970K 0.04% NEW $121.26 +7.1%
312 VLO VALERO ENERGY CORP Energy 5,958.0 $970K 0.04% NEW $162.80 +58.8%
313 IFLN INVESCO EXCH TRADED FD TR II 51,945.0 $966K 0.04% NEW $18.60 -3.2%
314 QBTS D-WAVE QUANTUM INC Technology 36,924.0 $966K 0.04% NEW $26.15 -27.1%
315 TUA SIMPLIFY EXCHANGE TRADED FUN 44,077.0 $965K 0.04% NEW $21.90 -6.5%
316 FITB FIFTH THIRD BANCORP Financial Services 20,522.0 $961K 0.04% NEW $46.81 +2.4%
317 USIG ISHARES TR 18,058.0 $935K 0.04% NEW $51.77 -2.3%
318 IVVB BLACKROCK ETF TRUST II 28,218.0 $933K 0.04% NEW $33.07 +3.6%
319 CLS CELESTICA INC Technology 3,127.0 $925K 0.04% NEW $295.74 +14.7%
320 UGI UGI CORP NEW Utilities 24,413.0 $914K 0.04% NEW $37.43 -7.7%
Page 16 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%