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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 12 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PTNQ PACER FDS TR 9,799.0 $715K 0.06% -1K -10.2% $72.96 +16.0%
222 DOW DOW HLDGS INC Basic Materials 16,834.0 $701K 0.06% -3K -15.3% $41.65 -7.4%
223 CRM SALESFORCE INC Technology 3,715.0 $693K 0.06% -264.0 -6.6% $186.67 -1.0%
224 DUK DUKE ENERGY CORP NEW Utilities 5,232.0 $685K 0.06% -28.0 -0.5% $130.94 -5.9%
225 IUSV ISHARES TR 6,591.0 $674K 0.05% +181.0 +2.8% $102.25 +5.7%
226 MU MICRON TECHNOLOGY INC Technology 1,968.0 $665K 0.05% +274.0 +16.2% $337.91 +103.9%
227 FDL FIRST TR EXCHANGE-TRADED FD 13,020.0 $661K 0.05% +5K +55.6% $50.80 -1.6%
228 BAPR INNOVATOR ETFS TRUST 13,485.0 $660K 0.05% +3K +25.3% $48.98 +7.3%
229 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,270.0 $660K 0.05% +2K +21.9% $71.18 -13.9%
230 PANW PALO ALTO NETWORKS INC Technology 4,097.0 $657K 0.05% +894.0 +27.9% $160.32 +51.9%
231 RDVY FIRST TR EXCHANGE TRADED FD 9,606.0 $656K 0.05% -919.0 -8.7% $68.28 +7.3%
232 ORLA ORLA MNG LTD NEW Basic Materials 39,300.0 $634K 0.05% +3K +8.3% $16.13 -21.0%
233 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,224.0 $634K 0.05% +225.0 +5.6% $150.00 -2.4%
234 IAU ISHARES GOLD TR Financial Services 7,182.0 $633K 0.05% -2K -19.7% $88.16 -4.6%
235 AGX ARGAN INC Industrials 1,155.0 $629K 0.05% +480.0 +71.1% $544.65 +19.2%
236 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,519.0 $629K 0.05% +1K +26.5% $96.47 -0.8%
237 LRCX LAM RESEARCH CORP Technology 2,933.0 $627K 0.05% +734.0 +33.4% $213.66 +27.7%
238 BHP BHP BILLITON LIMITED Basic Materials 8,540.0 $621K 0.05% -160.0 -1.8% $72.74 +12.7%
239 UAL UNITED AIRLS HLDGS INC Industrials 6,720.0 $619K 0.05% -913.0 -12.0% $92.07 -3.4%
240 RIO RIO TINTO PLC Basic Materials 6,615.0 $617K 0.05% $93.29 +7.8%
Page 12 of 22  ·  421 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%