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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 26 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ADBE ADOBE INC Technology 1,565.0 $381K 0.02% -882.0 -36.0% $243.14 +1.5%
502 UNM UNUM GROUP Financial Services 5,198.0 $380K 0.02% -264.0 -4.8% $73.04 +13.4%
503 ANET ARISTA NETWORKS INC Technology 3,069.0 $377K 0.02% $122.77 +15.6%
504 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,044.0 $373K 0.02% +82.0 +2.1% $92.32 -1.1%
505 DFEB FIRST TR EXCHNG TRADED FD VI 7,854.0 $372K 0.02% $47.37 +5.6%
506 ENSG ENSIGN GROUP INC Healthcare 1,837.0 $370K 0.02% +195.0 +11.9% $201.50 -13.3%
507 INTU INTUIT Technology 854.0 $369K 0.02% +90.0 +11.8% $432.26 -12.2%
508 NEM NEWMONT CORP Basic Materials 3,406.0 $369K 0.02% +458.0 +15.5% $108.25 -2.8%
509 NI NISOURCE INC Utilities 7,866.0 $367K 0.02% -1K -14.2% $46.66 +2.4%
510 PANW PALO ALTO NETWORKS INC Technology 2,283.0 $366K 0.02% +464.0 +25.5% $160.35 +51.3%
511 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,930.0 $366K 0.02% -780.0 -10.1% $52.76 +13.4%
512 ACN ACCENTURE PLC IRELAND Technology 1,842.0 $365K 0.02% -2K -50.9% $198.28 -13.9%
513 BFC BANK FIRST CORP Financial Services 2,689.0 $363K 0.02% $135.06 +6.5%
514 IAK ISHARES TR 2,804.0 $360K 0.02% +20.0 +0.7% $128.29 +4.6%
515 BWX SPDR SERIES TRUST 16,353.0 $359K 0.02% +1K +6.5% $21.95 -0.6%
516 UTES ETFIS SER TR I 4,437.0 $355K 0.02% +529.0 +13.5% $79.90 -1.5%
517 TFLR T ROWE PRICE ETF INC 7,013.0 $353K 0.02% NEW $50.36 +1.1%
518 VDC VANGUARD WORLD FD 1,562.0 $351K 0.02% $224.59 +3.9%
519 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,434.0 $351K 0.02% -2K -23.0% $47.16 +8.8%
520 IWO ISHARES TR 1,102.0 $346K 0.02% -428.0 -28.0% $313.78 +13.1%
Page 26 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%