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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 13 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IYW ISHARES TR 3,352.0 $608K 0.05% -42.0 -1.2% $181.42 +30.3%
242 CINF CINCINNATI FINL CORP Financial Services 3,748.0 $590K 0.05% +20.0 +0.5% $157.33 +6.6%
243 IBDV ISHARES TR 26,182.0 $573K 0.05% +3K +11.7% $21.89 -0.9%
244 ROK ROCKWELL AUTOMATION INC Industrials 1,588.0 $570K 0.05% $358.88 +25.0%
245 CSL CARLISLE COS INC Industrials 1,695.0 $565K 0.05% $333.62 -0.8%
246 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 41,200.0 $562K 0.04% +8K +26.0% $13.63 +5.1%
247 VTEB VANGUARD MUN BD FDS 11,242.0 $561K 0.04% +3K +41.8% $49.89 -0.1%
248 PJUL INNOVATOR ETFS TRUST 12,174.0 $560K 0.04% -2K -16.8% $45.97 +5.2%
249 AMRIZE LTD 9,889.0 $554K 0.04% NEW $56.02
250 CLX CLOROX CO DEL Consumer Defensive 5,300.0 $549K 0.04% -250.0 -4.5% $103.63 -10.4%
251 AEM AGNICO EAGLE MINES LTD Basic Materials 2,694.0 $547K 0.04% +400.0 +17.4% $202.98 -11.7%
252 LRGF ISHARES TR 8,218.0 $542K 0.04% +1K +19.1% $66.00 +11.9%
253 SLV ISHARES SILVER TR Financial Services 7,873.0 $536K 0.04% +2K +27.5% $68.14 +2.6%
254 MCK MCKESSON CORP Healthcare 619.0 $536K 0.04% -10.0 -1.6% $865.62 -12.1%
255 TRGP TARGA RES CORP Energy 2,125.0 $533K 0.04% +925.0 +77.1% $250.73 +8.5%
256 COF CAPITAL ONE FINL CORP Financial Services 2,872.0 $524K 0.04% -815.0 -22.1% $182.42 +2.6%
257 AMT AMERICAN TOWER CORP Real Estate 3,010.0 $519K 0.04% -152.0 -4.8% $172.58 +2.7%
258 AXP AMERICAN EXPRESS CO Financial Services 1,708.0 $517K 0.04% -398.0 -18.9% $302.47 +3.2%
259 IBDW ISHARES TR 24,643.0 $516K 0.04% +6K +28.7% $20.93 -1.0%
260 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,045.0 $514K 0.04% -20.0 -1.9% $491.58 -10.8%
Page 13 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%