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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 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 11,490.0 $6.6M 0.54% -220.0 -1.9% $577.16 +21.8%
22 IWO ISHARES TR 20,488.0 $6.4M 0.52% -236.0 -1.1% $313.81 +13.7%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 119,382.0 $6.0M 0.48% -6K -5.0% $50.20 -6.8%
24 T AT&T INC Communication Services 197,919.0 $5.7M 0.46% -3K -1.6% $28.99 -15.6%
25 VOO VANGUARD INDEX FDS 8,980.0 $5.4M 0.43% -89.0 -1.0% $597.56 +13.3%
26 QDIV GLOBAL X FDS 143,726.0 $5.3M 0.43% -1K -0.9% $36.78 -0.4%
27 AMAT APPLIED MATLS INC Technology 13,999.0 $4.8M 0.39% -934.0 -6.2% $341.80 +21.1%
28 UNILEVER PLC 83,670.0 $4.8M 0.39% -6K -6.6% $56.97
29 EMR EMERSON ELEC CO Industrials 35,568.0 $4.7M 0.38% -5K -12.2% $131.02 +0.4%
30 LMT LOCKHEED MARTIN CORP Industrials 6,960.0 $4.2M 0.34% -133.0 -1.9% $604.38 -13.7%
31 KJUL INNOVATOR ETFS TRUST 128,193.0 $4.1M 0.33% -5K -3.8% $32.03 +4.6%
32 EFA ISHARES TR 40,663.0 $3.9M 0.32% -320.0 -0.8% $97.13 +5.3%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,740.0 $3.7M 0.30% -311.0 -7.7% $996.55 +6.8%
34 CMI CUMMINS INC Industrials 6,353.0 $3.4M 0.28% -265.0 -4.0% $538.02 +26.1%
35 CRS CARPENTER TECHNOLOGY CORP Industrials 8,410.0 $3.3M 0.27% -1K -10.6% $394.15 +3.2%
36 PFE PFIZER INC Healthcare 117,475.0 $3.3M 0.27% -10K -8.1% $28.08 -10.0%
37 GS GOLDMAN SACHS GROUP INC Financial Services 3,860.0 $3.3M 0.26% -554.0 -12.6% $846.04 +12.1%
38 CVS CVS HEALTH CORP Healthcare 45,290.0 $3.3M 0.26% -2K -4.0% $71.82 +33.2%
39 TFC TRUIST FINL CORP Financial Services 69,282.0 $3.2M 0.26% -5K -6.7% $45.97 +2.2%
40 BMY BRISTOL-MYERS SQUIBB CO Healthcare 51,481.0 $3.1M 0.25% -2K -3.8% $60.65 -5.2%
Page 2 of 9  ·  175 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%