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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 8 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 6,978.0 $1.6M 0.13% -712.0 -9.3% $226.03 -3.9%
142 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,556.0 $1.6M 0.13% +445.0 +21.1% $616.76 +6.8%
143 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,972.0 $1.6M 0.13% +1K +10.9% $131.02 -1.8%
144 CENCORA INC 4,922.0 $1.5M 0.12% $314.18
145 VIG VANGUARD SPECIALIZED FUNDS 7,124.0 $1.5M 0.12% +524.0 +7.9% $215.07 +6.7%
146 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 133,148.0 $1.5M 0.12% -5K -3.6% $11.50 +0.0%
147 AGCO AGCO CORP Industrials 13,188.0 $1.5M 0.12% $115.87 -1.3%
148 PLTR PALANTIR TECHNOLOGIES INC Technology 10,441.0 $1.5M 0.12% +3K +38.0% $146.28 -8.6%
149 DVY ISHARES TR 10,054.0 $1.5M 0.12% +878.0 +9.6% $151.42 +0.6%
150 SO SOUTHERN CO Utilities 15,699.0 $1.5M 0.12% -351.0 -2.2% $96.52 -3.6%
151 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 18,706.0 $1.5M 0.12% -3K -14.7% $80.56 -8.0%
152 NEE NEXTERA ENERGY INC Utilities 16,152.0 $1.5M 0.12% +831.0 +5.4% $92.88 -6.3%
153 DHR DANAHER CORP DEL Healthcare 7,886.0 $1.5M 0.12% +242.0 +3.2% $189.60 -13.8%
154 COWG PACER FDS TR 44,309.0 $1.5M 0.12% +1K +2.9% $33.74 +9.9%
155 DIA STATE STR SPDR DOW JONES IND Financial Services 3,164.0 $1.5M 0.12% -63.0 -1.9% $463.21 +6.9%
156 LLY ELI LILLY & CO Healthcare 1,591.0 $1.5M 0.12% -73.0 -4.4% $919.49 +7.6%
157 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.12% $718140.00
158 ITM VANECK ETF TRUST 30,335.0 $1.4M 0.11% +4K +14.4% $46.43 -0.0%
159 MDT MEDTRONIC PLC Healthcare 16,056.0 $1.4M 0.11% -2K -11.6% $86.65 -11.4%
160 IP INTERNATIONAL PAPER CO Consumer Cyclical 37,645.0 $1.3M 0.11% -9K -19.0% $35.70 -14.1%
Page 8 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%