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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 5 of 36  ·  712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 208,018.0 $5.2M 0.23% NEW $24.84 -3.3%
82 KWEB KRANESHARES TRUST 151,633.0 $5.2M 0.23% NEW $34.05 -17.6%
83 BINC BLACKROCK ETF TRUST II 97,748.0 $5.2M 0.23% NEW $52.77 -1.5%
84 BOND PIMCO ETF TR 55,146.0 $5.1M 0.23% NEW $93.08 -2.2%
85 XLU SELECT SECTOR SPDR TR 117,950.0 $5.0M 0.23% NEW $42.69 +2.9%
86 IJJ ISHARES TR 37,968.0 $5.0M 0.23% NEW $131.59 +5.3%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 28,108.0 $5.0M 0.23% NEW $177.75 -24.6%
88 ILF ISHARES TR 162,800.0 $5.0M 0.22% NEW $30.45 +14.4%
89 EPOL ISHARES TR 140,848.0 $5.0M 0.22% NEW $35.19 +12.7%
90 SO SOUTHERN CO Utilities 56,797.0 $5.0M 0.22% NEW $87.20 +6.1%
91 VTI VANGUARD INDEX FDS 14,750.0 $4.9M 0.22% NEW $335.26 +8.1%
92 CTAS CINTAS CORP Industrials 25,818.0 $4.9M 0.22% NEW $188.07 -10.5%
93 SDVY FIRST TR EXCHANGE-TRADED FD 126,417.0 $4.8M 0.22% NEW $38.32 +7.2%
94 FIIG FIRST TR EXCHANGE-TRADED FD 226,667.0 $4.8M 0.22% NEW $21.20 -3.0%
95 XLY SELECT SECTOR SPDR TR 39,124.0 $4.7M 0.21% NEW $119.41 -2.6%
96 LMT LOCKHEED MARTIN CORP Industrials 9,582.0 $4.6M 0.21% NEW $483.69 +6.7%
97 MO ALTRIA GROUP INC Consumer Defensive 78,434.0 $4.5M 0.20% NEW $57.66 +26.8%
98 ITA ISHARES TR 20,894.0 $4.5M 0.20% NEW $214.69 +2.6%
99 COST COSTCO WHSL CORP NEW Consumer Defensive 5,196.0 $4.5M 0.20% NEW $862.28 +21.6%
100 WMB WILLIAMS COS INC Energy 73,803.0 $4.4M 0.20% NEW $60.11 +29.3%
Page 5 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%