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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 9 of 38  ·  747 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ETN EATON CORP PLC Industrials 6,937.0 $2.5M 0.11% -527.0 -7.1% $357.67 +11.7%
162 SCHB SCHWAB STRATEGIC TR 98,431.0 $2.5M 0.11% +1K +1.5% $25.10 +13.1%
163 SCHD SCHWAB STRATEGIC TR 78,964.0 $2.4M 0.11% -43K -35.1% $30.68 +4.4%
164 BILZ PIMCO ETF TR 23,493.0 $2.4M 0.11% -33K -58.3% $100.97 -0.1%
165 ITOT ISHARES TR 16,351.0 $2.3M 0.11% +461.0 +2.9% $142.43 +13.0%
166 SCHZ SCHWAB STRATEGIC TR 100,105.0 $2.3M 0.11% +31K +44.4% $23.22 -1.3%
167 XLI SELECT SECTOR SPDR TR 14,361.0 $2.3M 0.11% -1K -9.2% $161.73 +5.6%
168 IAU ISHARES GOLD TR Financial Services 26,058.0 $2.3M 0.10% -14K -35.3% $88.16 -2.7%
169 INNOVATOR ETFS TRUST 85,895.0 $2.3M 0.10% -2K -2.0% $26.72
170 GRID FIRST TR EXCHANGE-TRADED FD 13,694.0 $2.2M 0.10% +1K +8.2% $163.58 +15.7%
171 EWJ ISHARES INC 26,322.0 $2.2M 0.10% +10K +60.1% $84.44 +7.7%
172 INTC INTEL CORP Technology 49,860.0 $2.2M 0.10% +18K +56.8% $44.13 +146.5%
173 NVS NOVARTIS AG Healthcare 14,137.0 $2.2M 0.10% -16K -53.3% $152.75 -3.1%
174 SPMO INVESCO EXCH TRADED FD TR II 19,196.0 $2.2M 0.10% +9K +92.3% $112.11 +26.1%
175 NFLX NETFLIX INC. Communication Services 22,359.0 $2.1M 0.10% -3K -10.9% $96.15 -9.5%
176 SCHM SCHWAB STRATEGIC TR 68,578.0 $2.1M 0.10% +3K +5.2% $30.96 +9.1%
177 BLACKROCK ETF TRUST 62,859.0 $2.1M 0.09% NEW $32.72
178 CMI CUMMINS INC Industrials 3,822.0 $2.1M 0.09% -3K -41.5% $538.05 +26.0%
179 XLE SELECT SECTOR SPDR TR 33,292.0 $2.0M 0.09% -7K -16.5% $61.26 -1.2%
180 IWM ISHARES TR 8,145.0 $2.0M 0.09% -5K -38.2% $247.99 +11.3%
Page 9 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%