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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MINT PIMCO ETF TR 3,097.0 $311K 0.03% -700.0 -18.4% $100.58 +0.0%
142 MSI MOTOROLA SOLUTIONS INC Technology 715.0 $310K 0.03% -4.0 -0.6% $434.11 -9.4%
143 VNQ VANGUARD INDEX FDS 3,448.0 $306K 0.03% -559.0 -13.9% $88.70 +7.1%
144 ETN EATON CORP PLC Industrials 845.0 $302K 0.02% -311.0 -26.9% $357.67 +11.7%
145 ONEY SPDR SERIES TRUST 2,510.0 $301K 0.02% -220.0 -8.1% $120.05 +4.0%
146 SPHB INVESCO EXCH TRADED FD TR II 2,454.0 $285K 0.02% -622.0 -20.2% $115.95 +17.0%
147 OXY OCCIDENTAL PETE CORP Energy 4,375.0 $284K 0.02% -1K -20.6% $65.00 -8.3%
148 WELL WELLTOWER INC Real Estate 1,417.0 $280K 0.02% -235.0 -14.2% $197.71 +8.1%
149 ALL ALLSTATE CORP Financial Services 1,295.0 $269K 0.02% -25.0 -1.9% $207.34 +4.8%
150 HEI HEICO CORP NEW Industrials 956.0 $262K 0.02% -25.0 -2.5% $274.24 +5.3%
151 KRE SPDR SERIES TRUST 4,010.0 $261K 0.02% -23.0 -0.6% $65.16 +4.2%
152 FUTU FUTU HLDGS LTD Financial Services 1,900.0 $260K 0.02% -370.0 -16.3% $136.76 -1.6%
153 JAAA JANUS DETROIT STR TR 5,150.0 $259K 0.02% -75.0 -1.4% $50.37 +0.6%
154 SMH VANECK ETF TRUST 675.0 $259K 0.02% -213.0 -24.0% $383.40 +42.5%
155 ESGD ISHARES TR 2,704.0 $259K 0.02% -517.0 -16.1% $95.62 +6.1%
156 SHEL SHELL PLC Energy 2,777.0 $258K 0.02% -89.0 -3.1% $93.00 -8.2%
157 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,680.0 $252K 0.02% -845.0 -24.0% $93.87 +83.4%
158 EMN EASTMAN CHEM CO Basic Materials 3,250.0 $248K 0.02% -155.0 -4.5% $76.32 -6.2%
159 MS MORGAN STANLEY Financial Services 1,490.0 $245K 0.02% -1K -42.1% $164.57 +17.0%
160 ROP ROPER TECHNOLOGIES INC Industrials 690.0 $244K 0.02% -16.0 -2.3% $353.86 -9.3%
Page 8 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%