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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 14 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AZN ASTRAZENECA PLC Healthcare 2,599.0 $513K 0.04% NEW $197.22 -6.7%
262 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 15,055.0 $507K 0.04% $33.67 +0.0%
263 KKR KKR & CO INC Financial Services 5,474.0 $506K 0.04% -934.0 -14.6% $92.50 +4.8%
264 AIVI WISDOMTREE TR 9,060.0 $490K 0.04% -229.0 -2.5% $54.12 +5.4%
265 O REALTY INCOME CORP Real Estate 7,944.0 $486K 0.04% -561.0 -6.6% $61.18 -0.1%
266 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 9,191.0 $485K 0.04% +725.0 +8.6% $52.82 -1.1%
267 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 32,505.0 $483K 0.04% $14.85 +1.4%
268 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,200.0 $481K 0.04% +150.0 +7.3% $218.72 -0.8%
269 OMC OMNICOM GROUP INC Communication Services 6,368.0 $480K 0.04% +32.0 +0.5% $75.31 -5.9%
270 PM PHILIP MORRIS INTL INC Consumer Defensive 2,880.0 $476K 0.04% +69.0 +2.5% $165.36 +14.7%
271 RSG REPUBLIC SVCS INC Industrials 2,150.0 $471K 0.04% $219.02 -4.9%
272 TTMI TTM TECHNOLOGIES INC Technology 4,822.0 $470K 0.04% +2K +53.1% $97.42 +71.8%
273 GDX VANECK ETF TRUST 5,095.0 $468K 0.04% +675.0 +15.3% $91.77 -5.0%
274 NVT NVENT ELEC PLC Industrials 3,941.0 $466K 0.04% +2K +96.0% $118.28 +42.9%
275 WMB WILLIAMS COS INC Energy 6,390.0 $465K 0.04% -2K -19.2% $72.78 +6.8%
276 IBDX ISHARES TR 18,358.0 $464K 0.04% +3K +16.2% $25.27 -1.0%
277 TJX TJX COS INC NEW Consumer Cyclical 2,897.0 $463K 0.04% +283.0 +10.8% $159.70 -7.7%
278 TXN TEXAS INSTRS INC Technology 2,378.0 $462K 0.04% -407.0 -14.6% $194.13 +55.9%
279 PWR QUANTA SVCS INC Industrials 840.0 $461K 0.04% +265.0 +46.1% $549.02 +40.2%
280 ARKK ARK ETF TR 6,769.0 $458K 0.04% $67.59 +10.2%
Page 14 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%