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Portfolio (Quarterly) Guide ↗

XML Financial, LLC

· CIK 0001800465
13F Portfolio $1.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 442 New
Page 9 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC Utilities 15,321.0 $1.2M 0.10% NEW $80.28 +10.5%
162 APH AMPHENOL CORP NEW Technology 9,049.0 $1.2M 0.10% NEW $135.15 -10.2%
163 OEF ISHARES TR 3,362.0 $1.2M 0.09% NEW $342.92 +7.7%
164 CMCSA COMCAST CORP NEW Communication Services 37,692.0 $1.1M 0.09% NEW $29.89 -16.0%
165 EEM ISHARES TR 20,460.0 $1.1M 0.09% NEW $54.71 +19.3%
166 MPWR MONOLITHIC PWR SYS INC Technology 1,211.0 $1.1M 0.09% NEW $906.36 +69.1%
167 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 6,361.0 $1.1M 0.09% NEW $170.00 +39.8%
168 SYK STRYKER CORPORATION Healthcare 3,058.0 $1.1M 0.09% NEW $351.47 -9.2%
169 GM GENERAL MTRS CO Consumer Cyclical 13,130.0 $1.1M 0.09% NEW $81.32 -7.5%
170 UNM UNUM GROUP Financial Services 13,755.0 $1.1M 0.09% NEW $77.50 +7.8%
171 VOT VANGUARD INDEX FDS 3,813.0 $1.1M 0.09% NEW $279.15 +2.2%
172 CRM SALESFORCE INC Technology 3,979.0 $1.1M 0.09% NEW $264.93 -32.9%
173 VEA VANGUARD TAX-MANAGED FDS 16,789.0 $1.0M 0.09% NEW $62.47 +12.1%
174 LOW LOWES COS INC Consumer Cyclical 4,327.0 $1.0M 0.09% NEW $241.19 -8.9%
175 SCHX SCHWAB STRATEGIC TR 38,652.0 $1.0M 0.09% NEW $26.91 +8.0%
176 PSK SPDR SERIES TRUST 32,526.0 $1.0M 0.08% NEW $31.69 -2.2%
177 IUSG ISHARES TR 6,105.0 $1.0M 0.08% NEW $167.94 +10.5%
178 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 175,000.0 $1.0M 0.08% NEW $5.83 -24.7%
179 GEV GE VERNOVA INC Utilities 1,560.0 $1.0M 0.08% NEW $653.69 +58.4%
180 UTG REAVES UTIL INCOME FD Financial Services 27,445.0 $1.0M 0.08% NEW $36.58 +13.2%
Page 9 of 23  ·  442 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 25.5%
Financial Services 24.5%
Industrials 12.0%
Healthcare 10.4%
Communication Services 6.5%
Consumer Cyclical 5.7%
Energy 5.5%
Consumer Defensive 3.4%
Real Estate 2.6%
Basic Materials 2.1%