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Portfolio (Quarterly) Guide ↗

Hansen & Associates Financial Group, Inc.

· CIK 0001873973
13F Portfolio $186M AUM 42 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 10 Added 30 Reduced 6 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHV ISHARES TR 474,887.0 $52.3M 28.15% -19K -3.8% $110.12 +0.2%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,479.0 $9.7M 5.22% -1K -46.0% $6559.09 -88.6%
3 NVDA NVIDIA CORPORATION Technology 10,665.0 $1.9M 1.02% -2K -17.3% $177.39 +21.1%
4 XLI SELECT SECTOR SPDR TR 11,311.0 $1.9M 1.00% -4K -26.7% $163.77 +6.4%
5 XLV SELECT SECTOR SPDR TR 12,413.0 $1.8M 0.98% -4K -24.3% $146.81 +1.2%
6 XLP SELECT SECTOR SPDR TR 22,086.0 $1.8M 0.97% -8K -27.6% $81.89 +2.1%
7 XLY SELECT SECTOR SPDR TR 16,439.0 $1.8M 0.96% -1K -7.5% $108.15 +10.4%
8 AMZN AMAZON COM INC Consumer Cyclical 7,753.0 $1.6M 0.88% -2K -23.9% $209.77 +26.5%
9 AAPL APPLE INC Technology 6,249.0 $1.6M 0.86% -2K -22.8% $255.91 +20.5%
10 MTUM ISHARES TR 6,271.0 $1.5M 0.83% -1K -17.7% $245.86 +27.7%
11 XLK SELECT SECTOR SPDR TR 11,045.0 $1.5M 0.81% -7K -40.3% $135.99 +36.2%
12 MSFT MICROSOFT CORP Technology 3,866.0 $1.4M 0.78% -1K -21.4% $373.43 +11.4%
13 NFLX NETFLIX INC Communication Services 14,109.0 $1.4M 0.75% -115.0 -0.8% $98.66 -11.1%
14 VEA VANGUARD TAX-MANAGED FDS 17,300.0 $1.1M 0.60% -12K -41.1% $64.64 +11.0%
15 EFA ISHARES TR 11,409.0 $1.1M 0.60% -8K -40.5% $98.00 +7.3%
16 EEM ISHARES TR 19,547.0 $1.1M 0.59% -13K -40.6% $56.59 +20.9%
17 AVGO BROADCOM INC Technology 3,454.0 $1.1M 0.58% -441.0 -11.3% $314.53 +34.2%
18 TSLA TESLA INC Consumer Cyclical 2,978.0 $1.1M 0.58% -829.0 -21.8% $360.59 +20.2%
19 LLY ELI LILLY & CO Healthcare 1,102.0 $1.0M 0.56% -338.0 -23.5% $935.80 +13.8%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,006.0 $1.0M 0.55% -48.0 -4.5% $1014.75 -1.2%
Page 1 of 2  ·  30 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
Financial Services 71.4%
Technology 11.1%
Communication Services 8.8%
Consumer Cyclical 5.0%
Consumer Defensive 1.9%
Healthcare 1.9%