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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENFR ALPS ETF TR 48,146.0 $1.8M 0.15% -950.0 -1.9% $38.21 +4.3%
62 KO COCA COLA CO Consumer Defensive 23,708.0 $1.8M 0.14% -378.0 -1.6% $76.05 +6.3%
63 WCC WESCO INTL INC Industrials 6,505.0 $1.8M 0.14% -430.0 -6.2% $273.62 +29.2%
64 BA BOEING CO Industrials 8,747.0 $1.7M 0.14% -158.0 -1.8% $199.04 +9.5%
65 ABT ABBOTT LABORATORIES Healthcare 16,766.0 $1.7M 0.14% -2K -9.5% $102.67 -15.5%
66 LVHD LEGG MASON ETF INVT 38,845.0 $1.7M 0.13% -6K -13.4% $42.56 -0.4%
67 HON HONEYWELL INTL INC Industrials 6,978.0 $1.6M 0.13% -712.0 -9.3% $226.03 -3.9%
68 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 133,148.0 $1.5M 0.12% -5K -3.6% $11.50 +0.0%
69 SO SOUTHERN CO Utilities 15,699.0 $1.5M 0.12% -351.0 -2.2% $96.52 -3.6%
70 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 18,706.0 $1.5M 0.12% -3K -14.7% $80.56 -8.0%
71 DIA STATE STR SPDR DOW JONES IND Financial Services 3,164.0 $1.5M 0.12% -63.0 -1.9% $463.21 +6.9%
72 LLY ELI LILLY & CO Healthcare 1,591.0 $1.5M 0.12% -73.0 -4.4% $919.49 +7.6%
73 MDT MEDTRONIC PLC Healthcare 16,056.0 $1.4M 0.11% -2K -11.6% $86.65 -11.4%
74 IP INTERNATIONAL PAPER CO Consumer Cyclical 37,645.0 $1.3M 0.11% -9K -19.0% $35.70 -14.1%
75 DIS DISNEY WALT CO Communication Services 13,847.0 $1.3M 0.11% -2K -12.1% $96.38 +7.9%
76 GEV GE VERNOVA INC Utilities 1,518.0 $1.3M 0.11% -42.0 -2.7% $872.90 +13.9%
77 PSA PUBLIC STORAGE OPER CO Real Estate 4,496.0 $1.2M 0.10% -2K -26.6% $270.89 +9.2%
78 COP CONOCOPHILLIPS Energy 8,995.0 $1.2M 0.10% -2K -15.4% $132.00 -5.9%
79 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,367.0 $1.1M 0.09% -894.0 -21.0% $327.08 +10.2%
80 IWV ISHARES TR 2,955.0 $1.1M 0.09% -325.0 -9.9% $370.70 +12.4%
Page 4 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%