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Portfolio (Quarterly) Guide ↗

Financial Strategies Group, Inc.

· CIK 0001774343
13F Portfolio $597.8B AUM 101 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 55 Added 31 Reduced 1 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PHM PULTE GROUP INC Consumer Cyclical 68,238.0 $8.8M 1.46% +4K +6.2% $128.28 -13.3%
22 AAPL APPLE INC Technology 30,568.0 $8.2M 1.37% +2K +5.4% $267.61 +11.3%
23 MSFT MICROSOFT CORP Technology 18,217.0 $7.7M 1.29% +4K +31.4% $424.81 -1.9%
24 PG PROCTER & GAMBLE CO Consumer Defensive 47,142.0 $7.0M 1.17% +4K +8.4% $148.40 -3.8%
25 PEP PEPSICO INC Consumer Defensive 44,507.0 $6.9M 1.15% +1K +2.8% $154.10 -3.5%
26 SGOV ISHARES TR 56,624.0 $5.7M 0.95% +13K +30.5% $100.64 -0.1%
27 AGG ISHARES TR 35,932.0 $3.6M 0.60% +871.0 +2.5% $99.44 -1.3%
28 EWX SPDR INDEX SHS FDS 41,957.0 $3.0M 0.50% +3K +7.3% $71.75 +2.2%
29 VTEB VANGUARD MUN BD FDS 52,082.0 $2.6M 0.44% +5K +9.7% $50.47 -1.3%
30 SUB ISHARES TR 14,029.0 $1.5M 0.25% +800.0 +6.0% $106.67 -0.5%
31 BUFD FIRST TR EXCHNG TRADED FD VI 47,484.0 $1.4M 0.23% +3K +7.5% $29.13 +1.0%
32 NMIH NMI HLDGS INC Financial Services 27,663.0 $1.2M 0.19% +2K +6.8% $41.59 -9.2%
33 SIGI SELECTIVE INS GROUP INC Financial Services 13,085.0 $1.1M 0.19% +1K +9.4% $85.22 +3.5%
34 LAD LITHIA MTRS INC Consumer Cyclical 3,911.0 $1.1M 0.18% +827.0 +26.8% $276.85 -5.5%
35 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,172.0 $1.1M 0.18% +744.0 +30.6% $339.56 -7.7%
36 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 11,291.0 $1.0M 0.17% +712.0 +6.7% $92.89 +4.6%
37 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 5,178.0 $1.0M 0.17% +1K +24.8% $200.04 -10.9%
38 VO VANGUARD INDEX FDS 13,345.0 $1.0M 0.17% +10K +366.4% $76.58 -0.1%
39 KNSL KINSALE CAP GROUP INC Financial Services 2,993.0 $981K 0.16% +489.0 +19.5% $327.79 -3.4%
40 FMB FIRST TR EXCH TRADED FD III 18,957.0 $971K 0.16% +632.0 +3.5% $51.22 -0.7%
Page 2 of 3  ·  55 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 39.9%
Consumer Cyclical 14.9%
Communication Services 12.3%
Technology 9.0%
Consumer Defensive 8.7%
Healthcare 7.0%
Energy 6.9%
Industrials 0.7%
Basic Materials 0.4%
Utilities 0.3%