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Portfolio (Quarterly) Guide ↗

XML Financial, LLC

· CIK 0001800465
13F Portfolio $1.2B AUM 421 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 153 Added 175 Reduced 51 Exited
Page 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR 10,054.0 $1.5M 0.12% +878.0 +9.6% $151.42 +0.1%
62 NEE NEXTERA ENERGY INC Utilities 16,152.0 $1.5M 0.12% +831.0 +5.4% $92.88 -3.7%
63 DHR DANAHER CORP DEL Healthcare 7,886.0 $1.5M 0.12% +242.0 +3.2% $189.60 -14.4%
64 COWG PACER FDS TR 44,309.0 $1.5M 0.12% +1K +2.9% $33.74 +9.8%
65 ITM VANECK ETF TRUST 30,335.0 $1.4M 0.11% +4K +14.4% $46.43 -0.1%
66 APH AMPHENOL CORP Technology 10,598.0 $1.3M 0.11% +2K +17.1% $126.35 -3.1%
67 RLY SSGA ACTIVE ETF TR 36,277.0 $1.3M 0.11% +8K +30.1% $36.15 +1.6%
68 OEF ISHARES TR 4,049.0 $1.3M 0.10% +687.0 +20.4% $318.07 +16.0%
69 DJIA GLOBAL X FDS 60,131.0 $1.3M 0.10% +30K +100.7% $21.04 +2.7%
70 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 6,488.0 $1.2M 0.10% +127.0 +2.0% $189.05 +22.0%
71 SGOL ETFS GOLD TR Financial Services 24,400.0 $1.1M 0.09% +2K +11.4% $44.62 -2.4%
72 GIS GENERAL MILLS INC Consumer Defensive 27,956.0 $1.0M 0.08% +170.0 +0.6% $37.22 -11.5%
73 DELL DELL TECHNOLOGIES INC Technology 6,317.0 $1.0M 0.08% +1K +21.9% $164.12 +48.0%
74 INCM FRANKLIN TEMPLETON ETF TR 33,865.0 $974K 0.08% +4K +13.4% $28.75 +1.1%
75 IUSG ISHARES TR 6,160.0 $955K 0.08% +55.0 +0.9% $155.11 +20.2%
76 GDXJ VANECK ETF TRUST 7,877.0 $946K 0.08% +202.0 +2.6% $120.04 -2.2%
77 WM WASTE MGMT INC DEL Industrials 4,002.0 $920K 0.07% +118.0 +3.0% $229.77 -4.3%
78 REGN REGENERON PHARMACEUTICALS Healthcare 1,170.0 $904K 0.07% +85.0 +7.8% $772.69 -20.8%
79 QYLD GLOBAL X FDS 51,852.0 $889K 0.07% +2K +3.2% $17.15 +3.4%
80 NSC NORFOLK SOUTHN CORP Industrials 2,986.0 $857K 0.07% +69.0 +2.4% $286.96 +10.6%
Page 4 of 8  ·  153 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
Technology 23.7%
Financial Services 23.6%
Industrials 13.0%
Healthcare 10.9%
Energy 7.0%
Communication Services 6.7%
Consumer Cyclical 5.0%
Consumer Defensive 3.6%
Basic Materials 2.5%
Utilities 2.0%