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Portfolio (Quarterly) Guide ↗

Cassilly Financial Group LLC

· CIK 0002090777
13F Portfolio $113M AUM 62 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLG INVESCO EXCHANGE TRADED FD T 29,011.0 $1.7M 1.52% NEW $59.28 +7.1%
22 JPME J P MORGAN EXCHANGE TRADED F 15,335.0 $1.7M 1.47% NEW $108.66 +10.8%
23 IAGG ISHARES TR 31,781.0 $1.6M 1.41% NEW $50.01 -0.0%
24 NOC NORTHROP GRUMMAN CORP Industrials 2,762.0 $1.6M 1.39% NEW $570.21 -3.3%
25 QUAL ISHARES TR 6,789.0 $1.3M 1.19% NEW $198.62 +7.1%
26 IEMG ISHARES INC 19,657.0 $1.3M 1.17% NEW $67.22 +19.9%
27 SCHM SCHWAB STRATEGIC TR 38,392.0 $1.2M 1.02% NEW $30.07 +14.9%
28 GLDM WORLD GOLD TR Financial Services 12,965.0 $1.1M 0.98% NEW $85.37 +5.3%
29 THRO BLACKROCK ETF TRUST 26,756.0 $1.0M 0.91% NEW $38.56 +10.3%
30 GOVT ISHARES TR 40,946.0 $943K 0.83% NEW $23.02 -1.7%
31 SMLF ISHARES TR 11,387.0 $853K 0.75% NEW $74.88 +11.1%
32 BAI BLACKROCK ETF TRUST 25,452.0 $848K 0.75% NEW $33.30 +42.6%
33 SPMO INVESCO EXCH TRADED FD TR II 6,933.0 $827K 0.73% NEW $119.32 +21.3%
34 ICVT ISHARES TR 8,367.0 $824K 0.73% NEW $98.51 +19.8%
35 EMB ISHARES TR 8,304.0 $800K 0.71% NEW $96.29 -1.3%
36 SYSB ISHARES TR 8,876.0 $797K 0.70% NEW $89.76 -2.0%
37 FDEM FIDELITY COVINGTON TRUST 22,486.0 $694K 0.61% NEW $30.88 +16.3%
38 AVEM AMERICAN CENTY ETF TR 8,845.0 $681K 0.60% NEW $77.02 +20.9%
39 IXUS ISHARES TR 7,733.0 $655K 0.58% NEW $84.64 +12.4%
40 MUB ISHARES TR 4,771.0 $511K 0.45% NEW $107.11 -1.0%
Page 2 of 4  ·  62 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
Industrials 50.3%
Financial Services 30.5%
Technology 6.7%
Consumer Defensive 6.4%
Consumer Cyclical 6.2%