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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 19 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SIL GLOBAL X FDS 2,900.0 $261K 0.02% +400.0 +16.0% $90.08 +2.9%
362 AROC ARCHROCK INC Energy 7,500.0 $261K 0.02% NEW $34.80 +7.8%
363 FUTU FUTU HLDGS LTD Financial Services 1,900.0 $260K 0.02% -370.0 -16.3% $136.76 -2.5%
364 JAAA JANUS DETROIT STR TR 5,150.0 $259K 0.02% -75.0 -1.4% $50.37 +0.6%
365 SMH VANECK ETF TRUST 675.0 $259K 0.02% -213.0 -24.0% $383.40 +46.3%
366 ESGD ISHARES TR 2,704.0 $259K 0.02% -517.0 -16.1% $95.62 +5.8%
367 SHEL SHELL PLC Energy 2,777.0 $258K 0.02% -89.0 -3.1% $93.00 -7.3%
368 PPL PPL CORP Utilities 6,748.0 $258K 0.02% +42.0 +0.6% $38.20 -7.5%
369 LUCD LUCID DIAGNOSTICS INC Healthcare 223,195.0 $257K 0.02% +44K +24.8% $1.15 -13.8%
370 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,680.0 $252K 0.02% -845.0 -24.0% $93.87 +74.4%
371 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 14,678.0 $251K 0.02% $17.12 +17.3%
372 VLO VALERO ENERGY CORP Energy 1,017.0 $251K 0.02% NEW $247.08 +0.5%
373 FCPI FIDELITY COVINGTON TRUST 5,097.0 $251K 0.02% +90.0 +1.8% $49.16 +9.2%
374 RPM RPM INTL INC Basic Materials 2,500.0 $248K 0.02% $99.40 -3.1%
375 EMN EASTMAN CHEM CO Basic Materials 3,250.0 $248K 0.02% -155.0 -4.5% $76.32 -7.5%
376 AZO AUTOZONE INC Consumer Cyclical 73.0 $247K 0.02% +5.0 +7.3% $3377.78 -2.2%
377 MS MORGAN STANLEY Financial Services 1,490.0 $245K 0.02% -1K -42.1% $164.57 +17.3%
378 ENERGY TRANSFER L P 21,150.0 $245K 0.02% NEW $11.57
379 ROP ROPER TECHNOLOGIES INC Industrials 690.0 $244K 0.02% -16.0 -2.3% $353.86 -9.0%
380 IDU ISHARES TR 2,021.0 $235K 0.02% NEW $116.09 -4.2%
Page 19 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%