BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 15 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MUB ISHARES TR 4,284.0 $455K 0.04% $106.15 -0.1%
282 LITE LUMENTUM HLDGS INC Technology 635.0 $446K 0.04% +70.0 +12.4% $702.76 +38.1%
283 ACN ACCENTURE PLC IRELAND Technology 2,249.0 $446K 0.04% -665.0 -22.8% $198.26 -10.4%
284 IESC IES HOLDINGS INC Industrials 931.0 $444K 0.04% +80.0 +9.4% $476.47 +43.2%
285 VUG VANGUARD INDEX FDS 1,000.0 $437K 0.04% +24.0 +2.5% $436.98 -80.1%
286 VTES VANGUARD WELLINGTON FD 4,266.0 $431K 0.04% -1K -22.7% $101.14 -0.4%
287 VRT VERTIV HOLDINGS CO Industrials 1,710.0 $429K 0.04% +345.0 +25.3% $250.59 +48.0%
288 IEFA ISHARES TR 4,593.0 $416K 0.03% -1K -18.0% $90.54 +6.1%
289 FIX COMFORT SYS USA INC Industrials 299.0 $412K 0.03% NEW $1376.69 +44.7%
290 MTB M & T BK CORP Financial Services 1,987.0 $411K 0.03% -1K -41.5% $206.73 -0.9%
291 BOCT INNOVATOR ETFS TRUST 8,477.0 $407K 0.03% -1K -12.2% $47.99 +8.9%
292 SOXX ISHARES TR 1,226.0 $403K 0.03% -126.0 -9.3% $328.76 +50.8%
293 BND VANGUARD BD INDEX FDS 5,448.0 $401K 0.03% NEW $73.64 -1.3%
294 SPGI S&P GLOBAL INC Financial Services 942.0 $401K 0.03% +155.0 +19.7% $425.34 -5.2%
295 AOR ISHARES TR 6,196.0 $399K 0.03% $64.35 +6.0%
296 IBDU ISHARES TR 16,175.0 $376K 0.03% +2K +13.9% $23.26 -0.6%
297 RYLD GLOBAL X FDS 25,150.0 $376K 0.03% +5K +27.0% $14.95 +2.9%
298 UNH UNITEDHEALTH GROUP INC Healthcare 1,388.0 $376K 0.03% +112.0 +8.8% $270.58 +45.6%
299 SHM SPDR SERIES TRUST 7,840.0 $375K 0.03% $47.83 -0.3%
300 DE DEERE & CO Industrials 664.0 $374K 0.03% -201.0 -23.2% $563.41 -0.3%
Page 15 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%