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Portfolio (Quarterly) Guide ↗

Mann Financial Group, Inc.

· CIK 0002093991
13F Portfolio $103M AUM 31 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 12 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA #gid=979403238&range=A2763 235,862.0 $21.1M 20.41% +2K +0.8% $89.46 +7.0%
2 XMHQ #gid=979403238&range=A303 23,271.0 $2.4M 2.31% +10K +73.0% $102.42 +3.7%
3 IJR #gid=979403238&range=A3250 17,733.0 $2.1M 2.06% +1K +6.9% $120.18 +11.3%
4 QQQ #gid=979403238&range=A334 Financial Services 2,475.0 $1.5M 1.47% +201.0 +8.8% $614.31 +14.6%
5 CGCP #gid=979403238&range=A148 42,975.0 $973K 0.94% +3K +7.5% $22.64 -2.4%
6 IJH #gid=979403238&range=A3309 13,379.0 $883K 0.85% +4K +47.0% $66.00 +8.7%
7 IDEV #gid=979403238&range=A3278 9,298.0 $767K 0.74% +4K +93.8% $82.48 +7.1%
8 AMZN #gid=979403238&range=A8 Consumer Cyclical 1,645.0 $380K 0.37% +94.0 +6.1% $230.82 +11.8%
9 HYG #gid=979403238&range=A3330 4,464.0 $360K 0.35% +1K +33.5% $80.63 -1.6%
10 NVDA #gid=979403238&range=A3360 Technology 1,773.0 $331K 0.32% +250.0 +16.4% $186.50 +19.6%
11 VZ #gid=979403238&range=A3399 Communication Services 7,046.0 $287K 0.28% +1K +26.8% $40.73 +16.6%
12 VTI #gid=979403238&range=A3387 665.0 $223K 0.22% +40.0 +6.4% $335.27 +7.7%

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 28.2%
Financial Services 27.0%
Industrials 16.3%
Consumer Cyclical 10.8%
Utilities 8.6%
Communication Services 4.7%
Energy 4.5%