Fund Holdings — USA FINANCIAL FORMULAS

Total Portfolio Value
$567.58M
Total Bought
$113.88M
Total Sold
$142.46M
Net Transaction
-$28.58M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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iShares Core S&P 50030,886118,728+87,84219,17779,46514.00%+60,288
iShares S&P 500 Growth ETF573,100547,462-25,63863,09866,09011.64%+2,991
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie025,815+25,81502,8630.50%+2,863
Warner Bros. Discovery Inc - Ordinary Shares - Class A(WBD)0142,671+142,67102,7860.49%+2,786
Idexx Laboratories, Inc.(IDXX)03,727+3,72702,3810.42%+2,381
Invesco QQQ Trust ETF114,628108,717-5,91163,23365,27011.50%+2,037
Electronic Arts, Inc.09,696+9,69601,9560.34%+1,956
Bank Of New York Mellon Corp14816,179+16,031131,7630.31%+1,749
Intuit Inc(INTU)02,452+2,45201,6740.30%+1,674
Costar Group, Inc.(CSGP)018,757+18,75701,5830.28%+1,583
Citigroup Inc(C)012,616+12,61601,2810.23%+1,281
JPMorgan Chase & Co.(JPM)03,857+3,85701,2170.21%+1,217
Western Digital Corp.(WDC)09,255+9,25501,1110.20%+1,111
Goldman Sachs Group, Inc.(GS)01,273+1,27301,0140.18%+1,014
Corning, Inc.(GLW)012,299+12,29901,0090.18%+1,009
Nasdaq Inc - Ordinary Shares - 144A(NDAQ)010,665+10,66509430.17%+943
Amphenol Corp. - Ordinary Shares - Class A07,442+7,44209210.16%+921
Aptiv PLC(APTV)010,407+10,40708970.16%+897
Newmont Corp(NEM)010,628+10,62808960.16%+896
Invesco Capital Management LLC - Invesco Aerospace & Defense ETF
AEROSPACE DEFN
05,551+5,55108630.15%+863
Allegion plc(ALLE)04,759+4,75908440.15%+844
Vanguard FTSE All-World ex-US ETF2,26213,909+11,6471529930.17%+841
Vanguard FTSE All-World Ex-US Small Capital Index1,1466,845+5,6991549760.17%+822
C.H. Robinson Worldwide, Inc.(CHRW)05,994+5,99407940.14%+794
State Street Corp.(STT)06,649+6,64907710.14%+771
Dollar Tree Inc(DLTR)08,156+8,15607700.14%+770
Dollar General Corp.(DG)07,416+7,41607660.14%+766
Jabil Inc(JBL)03,527+3,52707660.13%+766
BorgWarner Inc017,358+17,35807630.13%+763
Ulta Beauty Inc(ULTA)01,366+1,36607470.13%+747
iShares Russell 2000 ETF162,997+2,98137250.13%+722
Northrop Grumman Corp.(NOC)01,171+1,17107140.13%+714
CIENA Corp.(CIEN)04,497+4,49706550.12%+655
Royal Caribbean Group
COM
02,017+2,01706530.11%+653
Johnson & Johnson(JNJ)1,7094,741+3,0322618790.15%+618
L3Harris Technologies Inc(LHX)02,003+2,00306120.11%+612
TE Connectivity Ltd - Registered Shares(TEL)02,760+2,76006060.11%+606
Morgan Stanley(MS)03,797+3,79706040.11%+604
Cencora Inc.01,892+1,89205910.10%+591
Rockwell Automation Inc(ROK)01,594+1,59405570.10%+557
Carnival Corp. - Ordinary Shares (Paired Stock)019,251+19,25105570.10%+557
Live Nation Entertainment Inc(LYV)03,392+3,39205540.10%+554
CBRE Group Inc - Ordinary Shares - Class A(CBRE)03,517+3,51705540.10%+554
Resmed Inc.(RMD)02,022+2,02205530.10%+553
EBay Inc.(EBAY)1745,503+5,329135000.09%+488
Bank Of America Corp.2938,862+8,569144570.08%+443
Xcel Energy, Inc.(XEL)03,625+3,62502920.05%+292
Energy Select Sector SPDR
ST STR ENERG ETF
03,260+3,26002910.05%+291
Materials Select Sector SPDR
ST STR MATER ETF
03,247+3,24702910.05%+291
Vanguard Real Estate Index Fund ETF03,164+3,16402890.05%+289
AngloGold Ashanti Plc.(AU)04,014+4,01402820.05%+282
Halozyme Therapeutics Inc.(HALO)03,632+3,63202660.05%+266
Woodward Inc(WWD)01,030+1,03002600.05%+260
National Fuel Gas Co.(NFG)02,745+2,74502540.04%+254
Lumentum Holdings Inc(LITE)01,551+1,55102520.04%+252
Portland General Electric Co(POR)1,9357,492+5,557793300.06%+251
McDonald`s Corp(MCD)0812+81202470.04%+247
Somnigroup Intl Inc(SGI)02,874+2,87402420.04%+242
APi Group Corporation(APG)06,868+6,86802360.04%+236
Millicom International Cellular S.A.
COM STK
8035,374+4,571302610.05%+231
Royalty Pharma plc - Ordinary Shares - Class A(RPRX)8937,321+6,428322580.05%+226
Roku Inc - Ordinary Shares - Class A(ROKU)02,127+2,12702130.04%+213
Five Below Inc(FIVE)01,350+1,35002090.04%+209
Elanco Animal Health Inc(ELAN)010,088+10,08802030.04%+203
CSX Corp.(CSX)05,463+5,46301940.03%+194
Sysco Corp.(SYY)02,349+2,34901930.03%+193
Curtiss-Wright Corp.(CW)0346+34601880.03%+188
Host Hotels & Resorts Inc(HST)010,862+10,86201850.03%+185
ADT Inc(ADT)020,938+20,93801820.03%+182
Affiliated Managers Group Inc.0748+74801780.03%+178
Linde Plc.(LIN)572936+3642684450.08%+176
Mr. Cooper Group Inc8831,460+5771323080.05%+176
Armstrong World Industries Inc.(AWI)0891+89101750.03%+175
Molson Coors Beverage Company - Ordinary Shares - Class B(TAP)03,798+3,79801720.03%+172
RB Global Inc(RBA)01,555+1,55501690.03%+169
Tyson Foods, Inc. - Ordinary Shares - Class A(TSN)03,034+3,03401650.03%+165
Transdigm Group Incorporated(TDG)0122+12201610.03%+161
West Pharmaceutical Services, Inc.(WST)0588+58801540.03%+154
OSI ETF Trust - OwShares U.S. Quality Dividend ETF
OSHARES US QUALT
9,93412,105+2,1715366840.12%+148
TTM Technologies Inc(TTMI)02,445+2,44501410.02%+141
Astronics Corp.03,047+3,04701390.02%+139
BlackRock Institutional Trust Company N.A. - BTC iShares Latin America04,679+4,67901350.02%+135
SSR Mining Inc(SSRM)05,451+5,45101330.02%+133
OptimizeRx Corp(OPRX)06,409+6,40901310.02%+131
Interdigital Inc(IDCC)0371+37101280.02%+128
Evergy Inc(EVRG)10,49911,139+6407248470.15%+123
FirstCash Holdings Inc(FCFS)0725+72501150.02%+115
Trimas Corporation(TRS)02,876+2,87601110.02%+111
Centerpoint Energy Inc.(CNP)24,52526,069+1,5449011,0110.18%+110
Coeur Mining Inc(CDE)05,882+5,88201100.02%+110
Allient Inc02,437+2,43701090.02%+109
Rollins, Inc.(ROL)11,43112,832+1,4016457540.13%+109
Aurinia Pharmaceuticals Inc(AUPH)09,662+9,66201070.02%+107
Bank First Corp(BFC)0851+85101030.02%+103
Coastal Financial Corp(CCB)0944+94401020.02%+102
Progyny Inc04,670+4,67001000.02%+100
Oge Energy Corp.(OGE)02,166+2,16601000.02%+100
Tutor Perini Corp(TPC)01,372+1,3720900.02%+90
Build A Bear Workshop Inc(BBW)01,315+1,3150860.02%+86
Kratos Defense & Security Solutions Inc(KTOS)1,4351,660+225671520.03%+85
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USA FINANCIAL FORMULAS — 13F Holdings — Q3 2025 | TickerTrail