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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 18 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ETN EATON CORP PLC Industrials 845.0 $302K 0.02% -311.0 -26.9% $357.67 +11.7%
342 ONEY SPDR SERIES TRUST 2,510.0 $301K 0.02% -220.0 -8.1% $120.05 +4.0%
343 IWC ISHARES TR 1,838.0 $293K 0.02% NEW $159.58 +11.9%
344 DTE DTE ENERGY CO Utilities 2,000.0 $292K 0.02% $146.22 -4.4%
345 FCX FREEPORT MCMORAN INC Basic Materials 4,965.0 $292K 0.02% +105.0 +2.2% $58.78 +7.2%
346 AGI ALAMOS GOLD INC Basic Materials 6,500.0 $289K 0.02% NEW $44.43 -9.3%
347 FEIM FREQUENCY ELECTRS INC Technology 6,500.0 $288K 0.02% +725.0 +12.6% $44.26 +29.2%
348 SPHB INVESCO EXCH TRADED FD TR II 2,454.0 $285K 0.02% -622.0 -20.2% $115.95 +17.0%
349 OXY OCCIDENTAL PETE CORP Energy 4,375.0 $284K 0.02% -1K -20.6% $65.00 -8.3%
350 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 5,702.0 $284K 0.02% $49.85 -5.9%
351 LDSF FIRST TR EXCHNG TRADED FD VI 14,989.0 $284K 0.02% $18.92 -0.1%
352 WELL WELLTOWER INC Real Estate 1,417.0 $280K 0.02% -235.0 -14.2% $197.71 +8.1%
353 GCOW PACER FDS TR 5,990.0 $277K 0.02% +209.0 +3.6% $46.24 +0.7%
354 PSH PGIM ETF TR 5,579.0 $277K 0.02% $49.60 +0.6%
355 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,610.0 $273K 0.02% NEW $21.66 +1.8%
356 WY WEYERHAEUSER CO Real Estate 11,100.0 $271K 0.02% NEW $24.43 -7.2%
357 ALL ALLSTATE CORP Financial Services 1,295.0 $269K 0.02% -25.0 -1.9% $207.34 +4.8%
358 HEI HEICO CORP NEW Industrials 956.0 $262K 0.02% -25.0 -2.5% $274.24 +5.3%
359 KLAC KLA CORP Technology 178.0 $262K 0.02% NEW $1472.41 +22.5%
360 KRE SPDR SERIES TRUST 4,010.0 $261K 0.02% -23.0 -0.6% $65.16 +4.2%
Page 18 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%