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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 9 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APH AMPHENOL CORP Technology 10,598.0 $1.3M 0.11% +2K +17.1% $126.35 -3.7%
162 DIS DISNEY WALT CO Communication Services 13,847.0 $1.3M 0.11% -2K -12.1% $96.38 +6.6%
163 GEV GE VERNOVA INC Utilities 1,518.0 $1.3M 0.11% -42.0 -2.7% $872.90 +20.2%
164 MPWR MONOLITHIC PWR SYS INC Technology 1,211.0 $1.3M 0.11% $1093.35 +41.8%
165 RLY SSGA ACTIVE ETF TR 36,277.0 $1.3M 0.11% +8K +30.1% $36.15 +2.2%
166 OEF ISHARES TR 4,049.0 $1.3M 0.10% +687.0 +20.4% $318.07 +16.0%
167 DJIA GLOBAL X FDS 60,131.0 $1.3M 0.10% +30K +100.7% $21.04 +2.6%
168 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 6,488.0 $1.2M 0.10% +127.0 +2.0% $189.05 +21.0%
169 PSA PUBLIC STORAGE OPER CO Real Estate 4,496.0 $1.2M 0.10% -2K -26.6% $270.89 +8.0%
170 COP CONOCOPHILLIPS Energy 8,995.0 $1.2M 0.10% -2K -15.4% $132.00 -7.3%
171 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,367.0 $1.1M 0.09% -894.0 -21.0% $327.08 +8.0%
172 IWV ISHARES TR 2,955.0 $1.1M 0.09% -325.0 -9.9% $370.70 +12.6%
173 EEM ISHARES TR 19,215.0 $1.1M 0.09% -1K -6.1% $56.79 +14.4%
174 SGOL ETFS GOLD TR Financial Services 24,400.0 $1.1M 0.09% +2K +11.4% $44.62 -2.7%
175 GIS GENERAL MILLS INC Consumer Defensive 27,956.0 $1.0M 0.08% +170.0 +0.6% $37.22 -11.4%
176 DELL DELL TECHNOLOGIES INC Technology 6,317.0 $1.0M 0.08% +1K +21.9% $164.12 +47.5%
177 UTG REAVES UTIL INCOME FD Financial Services 25,904.0 $1.0M 0.08% -2K -5.6% $39.28 +3.9%
178 CMCSA COMCAST CORP NEW Communication Services 35,276.0 $1.0M 0.08% -2K -6.4% $28.71 -13.2%
179 TRU TRANSUNION Industrials 14,566.0 $1.0M 0.08% NEW $69.19 -4.2%
180 UNM UNUM GROUP Financial Services 13,755.0 $1.0M 0.08% $73.03 +11.8%
Page 9 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%