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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 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK DUKE ENERGY CORP NEW Utilities 5,232.0 $685K 0.06% -28.0 -0.5% $130.94 -7.6%
102 RDVY FIRST TR EXCHANGE TRADED FD 9,606.0 $656K 0.05% -919.0 -8.7% $68.28 +8.1%
103 IAU ISHARES GOLD TR Financial Services 7,182.0 $633K 0.05% -2K -19.7% $88.16 -2.7%
104 BHP BHP BILLITON LIMITED Basic Materials 8,540.0 $621K 0.05% -160.0 -1.8% $72.74 +15.5%
105 UAL UNITED AIRLS HLDGS INC Industrials 6,720.0 $619K 0.05% -913.0 -12.0% $92.07 +0.8%
106 IYW ISHARES TR 3,352.0 $608K 0.05% -42.0 -1.2% $181.42 +30.3%
107 PJUL INNOVATOR ETFS TRUST 12,174.0 $560K 0.04% -2K -16.8% $45.97 +5.2%
108 CLX CLOROX CO DEL Consumer Defensive 5,300.0 $549K 0.04% -250.0 -4.5% $103.63 -10.4%
109 MCK MCKESSON CORP Healthcare 619.0 $536K 0.04% -10.0 -1.6% $865.62 -12.1%
110 COF CAPITAL ONE FINL CORP Financial Services 2,872.0 $524K 0.04% -815.0 -22.1% $182.42 +2.6%
111 AMT AMERICAN TOWER CORP Real Estate 3,010.0 $519K 0.04% -152.0 -4.8% $172.58 +2.7%
112 AXP AMERICAN EXPRESS CO Financial Services 1,708.0 $517K 0.04% -398.0 -18.9% $302.47 +3.2%
113 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,045.0 $514K 0.04% -20.0 -1.9% $491.58 -10.8%
114 KKR KKR & CO INC Financial Services 5,474.0 $506K 0.04% -934.0 -14.6% $92.50 +4.8%
115 AIVI WISDOMTREE TR 9,060.0 $490K 0.04% -229.0 -2.5% $54.12 +5.4%
116 O REALTY INCOME CORP Real Estate 7,944.0 $486K 0.04% -561.0 -6.6% $61.18 -0.1%
117 WMB WILLIAMS COS INC Energy 6,390.0 $465K 0.04% -2K -19.2% $72.78 +6.8%
118 TXN TEXAS INSTRS INC Technology 2,378.0 $462K 0.04% -407.0 -14.6% $194.13 +55.9%
119 ACN ACCENTURE PLC IRELAND Technology 2,249.0 $446K 0.04% -665.0 -22.8% $198.26 -10.4%
120 VTES VANGUARD WELLINGTON FD 4,266.0 $431K 0.04% -1K -22.7% $101.14 -0.4%
Page 6 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%