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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
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA #gid=979403238&range=A3360 Technology 1,773.0 $331K 0.32% +250.0 +16.4% $186.50 +19.2%
22 PULS #gid=979403238&range=A3375 6,000.0 $298K 0.29% $49.59 +0.1%
23 VZ #gid=979403238&range=A3399 Communication Services 7,046.0 $287K 0.28% +1K +26.8% $40.73 +14.8%
24 TSLA #gid=979403238&range=A3382 Consumer Cyclical 615.0 $277K 0.27% $449.72 -8.8%
25 OXY #gid=979403238&range=A3364 Energy 6,600.0 $271K 0.26% $41.12 +45.2%
26 GEV #gid=979403238&range=A159 Utilities 412.0 $269K 0.26% $653.57 +54.9%
27 AAPL #gid=979403238&range=A16 Technology 972.0 $264K 0.26% $271.90 +10.0%
28 OTTR #gid=979403238&range=A3372 Utilities 3,129.0 $253K 0.24% $80.81 +9.0%
29 APLD #gid=979403238&range=A20 Technology 9,140.0 $224K 0.22% $24.52 +49.3%
30 VTI #gid=979403238&range=A3387 665.0 $223K 0.22% +40.0 +6.4% $335.27 +7.4%
31 XRPN #gid=979403238&range=A23 Financial Services 12,450.0 $127K 0.12% NEW $10.24 +1.8%
Page 2 of 2  ·  31 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 28.2%
Financial Services 27.0%
Industrials 16.3%
Consumer Cyclical 10.8%
Utilities 8.6%
Communication Services 4.7%
Energy 4.5%