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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGE ISHARES TR 13,370.0 $842K 0.07% +327.0 +2.5% $62.94 -0.9%
82 IGIB ISHARES TR 15,737.0 $838K 0.07% +12K +274.9% $53.22 -1.0%
83 EME EMCOR GROUP INC Industrials 1,127.0 $832K 0.07% +34.0 +3.1% $738.31 +23.7%
84 HWM HOWMET AEROSPACE INC Industrials 3,588.0 $827K 0.07% +644.0 +21.9% $230.48 +13.0%
85 MO ALTRIA GROUP INC Consumer Defensive 12,370.0 $816K 0.07% +144.0 +1.2% $65.99 +10.8%
86 MA MASTERCARD INCORPORATED Financial Services 1,532.0 $765K 0.06% +249.0 +19.4% $499.66 -1.1%
87 BKNG BOOKING HOLDINGS INC Consumer Cyclical 174.0 $733K 0.06% +23.0 +15.2% $4210.32 -96.3%
88 CLS CELESTICA INC Technology 2,600.0 $732K 0.06% +100.0 +4.0% $281.68 +21.7%
89 ITOT ISHARES TR 5,118.0 $729K 0.06% +271.0 +5.6% $142.43 +13.0%
90 WFC WELLS FARGO & CO Financial Services 9,116.0 $726K 0.06% +246.0 +2.8% $79.61 -7.8%
91 RWO SPDR INDEX SHS FDS 15,732.0 $720K 0.06% +623.0 +4.1% $45.77 +6.7%
92 IUSV ISHARES TR 6,591.0 $674K 0.05% +181.0 +2.8% $102.25 +6.4%
93 MU MICRON TECHNOLOGY INC Technology 1,968.0 $665K 0.05% +274.0 +16.2% $337.91 +114.5%
94 FDL FIRST TR EXCHANGE-TRADED FD 13,020.0 $661K 0.05% +5K +55.6% $50.80 -1.3%
95 BAPR INNOVATOR ETFS TRUST 13,485.0 $660K 0.05% +3K +25.3% $48.98 +7.4%
96 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,270.0 $660K 0.05% +2K +21.9% $71.18 -14.6%
97 PANW PALO ALTO NETWORKS INC Technology 4,097.0 $657K 0.05% +894.0 +27.9% $160.32 +51.5%
98 ORLA ORLA MNG LTD NEW Basic Materials 39,300.0 $634K 0.05% +3K +8.3% $16.13 -17.2%
99 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,224.0 $634K 0.05% +225.0 +5.6% $150.00 -5.1%
100 AGX ARGAN INC Industrials 1,155.0 $629K 0.05% +480.0 +71.1% $544.65 +22.1%
Page 5 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%