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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 33 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AVDV AMERICAN CENTY ETF TR 2,428.0 $242K 0.01% +154.0 +6.8% $99.86 +7.9%
642 SHW SHERWIN WILLIAMS CO Basic Materials 755.0 $242K 0.01% -22.0 -2.8% $320.45 -3.5%
643 NRG NRG ENERGY INC Utilities 1,650.0 $241K 0.01% NEW $146.12 -7.8%
644 RY ROYAL BK CDA Financial Services 1,485.0 $240K 0.01% -62.0 -4.0% $161.78 +11.2%
645 VSGX VANGUARD WORLD FD 3,346.0 $240K 0.01% +20.0 +0.6% $71.73 +9.6%
646 NSC NORFOLK SOUTHN CORP Industrials 835.0 $240K 0.01% -34.0 -3.9% $286.84 +10.7%
647 DTE DTE ENERGY CO Utilities 1,633.0 $239K 0.01% -43.0 -2.6% $146.20 -1.6%
648 VGIT VANGUARD SCOTTSDALE FDS 4,005.0 $238K 0.01% NEW $59.55 -1.6%
649 VTWO VANGUARD SCOTTSDALE FDS 2,380.0 $238K 0.01% +295.0 +14.2% $100.17 +12.0%
650 SNOV FIRST TR EXCHNG TRADED FD VI 9,605.0 $238K 0.01% NEW $24.82 +5.8%
651 ABEV AMBEV SA Consumer Defensive 81,561.0 $238K 0.01% -44K -35.2% $2.92 +5.1%
652 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 25,000.0 $238K 0.01% $9.52 -5.3%
653 NTAP NETAPP INC Technology 2,323.0 $238K 0.01% -653.0 -21.9% $102.39 +17.1%
654 UEC URANIUM ENERGY CORP Energy 17,551.0 $237K 0.01% +6K +48.7% $13.50 +9.7%
655 MSTR STRATEGY INC Technology 1,895.0 $237K 0.01% NEW $124.81 +49.8%
656 IUSG ISHARES TR 1,509.0 $234K 0.01% $155.13 +20.3%
657 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 804.0 $233K 0.01% -349.0 -30.3% $290.40 +1.7%
658 PRIM PRIMORIS SVCS CORP Industrials 1,629.0 $233K 0.01% NEW $143.05 -19.2%
659 PRF INVESCO EXCHANGE TRADED FD T 4,903.0 $233K 0.01% $47.53 +9.9%
660 BIB PROSHARES TR 2,856.0 $233K 0.01% NEW $81.51 -1.5%
Page 33 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%