Fund HoldingsUSA FINANCIAL FORMULAS

Total Portfolio Value
$549.63M
Total Bought
$55.08M
Total Sold
$72.87M
Net Transaction
-$17.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
iShares iBoxx USD Inv Grade Corp Bond ETF0233,460+233,460025,7254.68%+25,725
iShares U.S. Healthcare ETF039,109+39,10902,5460.46%+2,546
Micron Technology Inc.(MU)07,417+7,41702,1170.39%+2,117
iShares Core S&P 500118,728118,799+7179,46581,37014.80%+1,906
Alphabet Inc - Ordinary Shares - Class C(GOOG)06,026+6,02601,8910.34%+1,891
Lam Research Corp.(LRCX)010,539+10,53901,8040.33%+1,804
American Electric Power Company Inc.014,788+14,78801,7050.31%+1,705
Alphabet Inc - Ordinary Shares - Class A(GOOG)05,060+5,06001,5840.29%+1,584
Advanced Micro Devices Inc.(AMD)07,138+7,13801,5290.28%+1,529
Broadcom Inc(AVGO)04,072+4,07201,4090.26%+1,409
Xcel Energy, Inc.(XEL)3,62521,435+17,8102921,5830.29%+1,291
Gilead Sciences, Inc.(GILD)09,045+9,04501,1100.20%+1,110
Astrazeneca plc - ADR(AZN)010,063+10,06309250.17%+925
Analog Devices Inc.(ADI)03,358+3,35809110.17%+911
Firstenergy Corp.(FE)020,246+20,24609060.16%+906
Exelon Corp.(EXC)020,184+20,18408800.16%+880
Keysight Technologies Inc(KEYS)04,097+4,09708320.15%+832
Baker Hughes Co - Ordinary Shares - Class A(BKR)018,234+18,23408300.15%+830
General Motors Company(GM)09,747+9,74707930.14%+793
Marathon Petroleum Corp(MPC)04,862+4,86207910.14%+791
Datadog Inc - Ordinary Shares - Class A(DDOG)05,627+5,62707650.14%+765
CSX Corp.(CSX)5,46326,373+20,9101949560.17%+762
GE Aerospace(GE)02,253+2,25306940.13%+694
Vanguard S&P 500 ETF01,088+1,08806820.12%+682
First Solar Inc(FSLR)02,573+2,57306720.12%+672
Sempra(SRE)07,511+7,51106630.12%+663
Leidos Holdings Inc(LDOS)03,588+3,58806470.12%+647
Bunge Global SA(BG)07,134+7,13406350.12%+635
Welltower Inc.(WELL)03,366+3,36606250.11%+625
General Dynamics Corp.(GD)02,299+2,29907740.14%+774
Quanta Services, Inc.01,441+1,44106080.11%+608
BlackRock Institutional Trust Company N.A. - BTC iShares Core S&P U.S.05,672+5,67205820.11%+582
Vanguard Growth ETF01,190+1,19005810.11%+581
Caterpillar Inc.(CAT)01,328+1,32807610.14%+761
Invesco Ltd(IVZ)020,665+20,66505430.10%+543
Teradyne, Inc.(TER)02,670+2,67005170.09%+517
Incyte Corp.(INCY)05,201+5,20105140.09%+514
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
07,232+7,23204860.09%+486
NextEra Energy Inc(NEE)05,990+5,99004810.09%+481
Las Vegas Sands Corp(LVS)07,331+7,33104770.09%+477
Valero Energy Corp.(VLO)02,815+2,81504580.08%+458
iShares MSCI Japan ETF
MSCI JAPAN ETF
06,267+6,26705060.09%+506
Hewlett Packard Enterprise Co(HPE)014,460+14,46003470.06%+347
OSI ETF Trust - OShares Europe Quality Dividend ETF
O SHARES INTL D
010,120+10,12003380.06%+338
Lear Corp.(LEA)02,831+2,83103240.06%+324
Hasbro, Inc.(HAS)03,813+3,81303130.06%+313
iShares MSCI United Kingdom ETF
MSCI UK ETF NEW
07,079+7,07903110.06%+311
Medtronic Plc(MDT)02,997+2,99702880.05%+288
Health Care Select Sector SPDR
ST STR CARE ETF
01,758+1,75802720.05%+272
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI China ET
MSCI CHINA ETF
04,125+4,12502480.05%+248
Illumina Inc(ILMN)01,760+1,76002310.04%+231
Keycorp(KEY)010,955+10,95502260.04%+226
Affirm Holdings Inc - Ordinary Shares - Class A(AFRM)02,886+2,88602150.04%+215
AES Corp.(AES)014,392+14,39202060.04%+206
Oge Energy Corp.(OGE)2,1667,112+4,9461003040.06%+203
Cummins Inc.(CMI)0390+39001990.04%+199
PPL Corp(PPL)05,636+5,63601970.04%+197
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
02,182+2,18201950.04%+195
Unilever plc - ADR(UL)02,885+2,88501890.03%+189
Church & Dwight Co., Inc.(CHD)02,233+2,23301870.03%+187
Coca-Cola Co(KO)02,675+2,67501870.03%+187
AMKOR Technology Inc.04,537+4,53701790.03%+179
Dominion Energy Inc(D)04,710+4,71002760.05%+276
Ametek Inc01,239+1,23902540.05%+254
Alnylam Pharmaceuticals Inc(ALNY)0424+42401690.03%+169
BlackRock Institutional Trust Company N.A. - iShares MSCI South Korea01,650+1,65001600.03%+160
Tenet Healthcare Corp.(THC)0803+80301600.03%+160
Coherent Corp(COHR)0860+86001590.03%+159
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI South Af02,238+2,23801540.03%+154
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI France E03,364+3,36401510.03%+151
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Philippi
MSCI PHILIPS ETF
06,019+6,01901500.03%+150
Loews Corp.(L)01,418+1,41801490.03%+149
BlackRock Institutional Trust Company N.A. - iShares MSCI Thailand ETF02,487+2,48701480.03%+148
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Netherla02,576+2,57601470.03%+147
TechnipFMC plc(FTI)03,288+3,28801470.03%+147
ITT Inc(ITT)0794+79401380.03%+138
iShares MSCI Switzerland ETF02,273+2,27301360.02%+136
Mckesson Corporation(MCK)0166+16601360.02%+136
nVent Electric plc(NVT)01,323+1,32301350.02%+135
Caci International Inc. - Registered Shares - Class A(CACI)0252+25201340.02%+134
Comfort Systems USA, Inc.(FIX)0141+14101320.02%+132
Eversource Energy(ES)01,832+1,83201230.02%+123
Fox Corporation - Ordinary Shares - Class A(FOX)01,667+1,66701220.02%+122
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Germany02,566+2,56601090.02%+109
Ceco Environmental Corp.(CECO)01,511+1,5110900.02%+90
Iradimed Corp(IRMD)0840+8400820.01%+82
Sunrun Inc(RUN)04,192+4,1920770.01%+77
Sanmina Corp(SANM)0505+5050760.01%+76
MYR Group Inc(MYRG)0346+3460760.01%+76
Chipotle Mexican Grill(CMG)02,032+2,0320750.01%+75
Autozone Inc.(AZO)022+220750.01%+75
Ensign Group Inc(ENSG)0413+4130720.01%+72
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Canada E01,398+1,3980750.01%+75
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Australi02,645+2,6450690.01%+69
Century Aluminum Co.(CENX)01,542+1,5420600.01%+60
CareTrust REIT Inc(CTRE)01,437+1,4370520.01%+52
Ormat Technologies Inc(ORA)0460+4600510.01%+51
Monster Beverage Corp.(MNST)024,169+24,16901,8530.34%+1,853
Shoals Technologies Group Inc - Ordinary Shares - Class A(SHLS)05,807+5,8070490.01%+49
Fabrinet(FN)0107+1070490.01%+49
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