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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 5 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 333,238.0 $5.2M 0.24% +13K +4.0% $15.49 +1.7%
82 EPOL ISHARES TR 141,433.0 $5.1M 0.24% $36.41 +8.9%
83 XLU SELECT SECTOR SPDR TR 111,840.0 $5.1M 0.23% -6K -5.2% $45.89 -4.2%
84 WMT WALMART INC Consumer Defensive 41,027.0 $5.1M 0.23% -68K -62.3% $124.28 +5.8%
85 BNDX VANGUARD CHARLOTTE FDS 104,318.0 $5.0M 0.23% -6K -5.5% $48.05 -0.7%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 20,598.0 $5.0M 0.23% +181.0 +0.9% $242.39 -9.5%
87 T AT&T INC Communication Services 170,940.0 $5.0M 0.23% -37K -17.8% $28.99 -17.1%
88 IWX ISHARES TR 53,126.0 $4.9M 0.23% -4K -7.2% $92.67 +9.8%
89 FIIG FIRST TR EXCHANGE-TRADED FD 237,188.0 $4.9M 0.23% +11K +4.6% $20.75 -0.9%
90 BOND PIMCO ETF TR 52,710.0 $4.9M 0.22% -2K -4.4% $92.28 -1.4%
91 KO COCA COLA CO Consumer Defensive 63,631.0 $4.8M 0.22% +1K +1.6% $76.05 +6.3%
92 WMB WILLIAMS COS INC Energy 65,220.0 $4.7M 0.22% -9K -11.6% $72.78 +6.8%
93 IJJ ISHARES TR 35,288.0 $4.7M 0.21% -3K -7.1% $132.50 +4.6%
94 META META PLATFORMS INC Communication Services 8,167.0 $4.7M 0.21% -2K -19.9% $572.14 +7.4%
95 MO ALTRIA GROUP INC Consumer Defensive 68,762.0 $4.5M 0.21% -10K -12.3% $65.99 +10.8%
96 JNJ JOHNSON & JOHNSON Healthcare 18,345.0 $4.5M 0.20% -3K -13.1% $244.44 -7.3%
97 VTV VANGUARD INDEX FDS 22,783.0 $4.5M 0.20% +295.0 +1.3% $196.20 +5.7%
98 IBHF ISHARES TR 192,313.0 $4.4M 0.20% +92K +92.5% $22.95 -0.9%
99 MPC MARATHON PETE CORP Energy 17,698.0 $4.3M 0.20% +7K +71.7% $244.19 +4.4%
100 PFE PFIZER INC Healthcare 150,210.0 $4.2M 0.19% -2K -1.4% $28.08 -9.8%
Page 5 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%