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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 17 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CANADIAN PACIFIC KANSAS CITY 4,326.0 $340K 0.03% -42.0 -1.0% $78.66
322 DTM DT MIDSTREAM INC Energy 2,503.0 $337K 0.03% $134.67 +10.0%
323 BFS SAUL CTRS INC Real Estate 10,335.0 $337K 0.03% -2K -17.9% $32.58 +3.0%
324 ARCC ARES CAPITAL CORP Financial Services 18,535.0 $334K 0.03% +266.0 +1.5% $18.02 +3.9%
325 PH PARKER-HANNIFIN CORP Industrials 371.0 $332K 0.03% -36.0 -8.8% $895.24 -3.6%
326 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,206.0 $332K 0.03% -231.0 -16.1% $275.26 -5.4%
327 SBUX STARBUCKS CORP Consumer Cyclical 3,700.0 $331K 0.03% -294.0 -7.4% $89.59 +19.2%
328 PCAR PACCAR INC Industrials 2,855.0 $330K 0.03% $115.50 -4.5%
329 NFLX NETFLIX INC. Communication Services 3,418.0 $329K 0.03% -2K -36.5% $96.15 -9.5%
330 AEP AMERICAN ELEC PWR CO INC Utilities 2,500.0 $328K 0.03% -687.0 -21.6% $131.08 -2.6%
331 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 52,113.0 $320K 0.03% -15K -22.9% $6.15 +0.8%
332 BLK BLACKROCK INC Financial Services 331.0 $318K 0.03% -202.0 -37.9% $961.71 +12.5%
333 RBC RBC BEARINGS INC Industrials 580.0 $315K 0.03% $543.12 +4.8%
334 IMCB ISHARES TR 3,740.0 $312K 0.03% $83.43 +7.9%
335 MINT PIMCO ETF TR 3,097.0 $311K 0.03% -700.0 -18.4% $100.58 +0.0%
336 MSI MOTOROLA SOLUTIONS INC Technology 715.0 $310K 0.03% -4.0 -0.6% $434.11 -9.4%
337 SCD LMP CAP & INCOME FD INC Financial Services 20,523.0 $306K 0.03% $14.93 +1.7%
338 VXUS VANGUARD STAR FDS 3,972.0 $306K 0.03% NEW $77.10 +8.3%
339 VNQ VANGUARD INDEX FDS 3,448.0 $306K 0.03% -559.0 -13.9% $88.70 +7.1%
340 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,855.0 $303K 0.02% +270.0 +10.4% $106.21 +6.5%
Page 17 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%