CIK 1633716
USA FINANCIAL FORMULAS
Institutional 13F holdings & portfolio
Holdings
414
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 414
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OUSA | OSI ETF Trust - OwShares U.S. Quality Dividend ETF | 12K | $500K+ | SH |
| JPM | JPMorgan Chase & Co. | 2K | $500K+ | SH |
| GS | Goldman Sachs Group, Inc. | 794 | $500K+ | SH |
| GE | GE Aerospace | 2K | $500K+ | SH |
| ULTA | Ulta Beauty Inc | 1K | $500K+ | SH |
| OEF | BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF | 2K | $500K+ | SH |
| IWM | iShares Russell 2000 ETF | 3K | $500K+ | SH |
| VOO | Vanguard S&P 500 ETF | 1K | $500K+ | SH |
| CHRW | C.H. Robinson Worldwide, Inc. | 4K | $500K+ | SH |
| DIA | SPDR Dow Jones Industrial Average ETF | 1K | $500K+ | SH |
| IWV | iShares Russell 3000 ETF | 2K | $500K+ | SH |
| VTI | Vanguard Total Stock Market ETF | 2K | $500K+ | SH |
| IWB | iShares Russell 1000 ETF | 2K | $500K+ | SH |
| FSLR | First Solar Inc | 3K | $500K+ | SH |
| GLW | Corning, Inc. | 8K | $500K+ | SH |
| APH | Amphenol Corp. - Ordinary Shares - Class A | 5K | $500K+ | SH |
| SRE | Sempra | 8K | $500K+ | SH |
| HWM | Howmet Aerospace Inc | 3K | $500K+ | SH |
| LDOS | Leidos Holdings Inc | 4K | $500K+ | SH |
| EVRG | Evergy Inc | 9K | $500K+ | SH |
| BG | Bunge Global SA | 7K | $500K+ | SH |
| WELL | Welltower Inc. | 3K | $500K+ | SH |
| PWR | Quanta Services, Inc. | 1K | $500K+ | SH |
| IUSV | BlackRock Institutional Trust Company N.A. - BTC iShares Core S&P U.S. | 6K | $500K+ | SH |
| VUG | Vanguard Growth ETF | 1K | $500K+ | SH |
| IVZ | Invesco Ltd | 21K | $500K+ | SH |
| SCHW | Charles Schwab Corp. | 5K | $500K+ | SH |
| LHX | L3Harris Technologies Inc | 2K | $500K+ | SH |
| MS | Morgan Stanley | 3K | $500K+ | SH |
| TER | Teradyne, Inc. | 3K | $500K+ | SH |
| INCY | Incyte Corp. | 5K | $500K+ | SH |
| EWJ | iShares MSCI Japan ETF | 6K | $500K+ | SH |
| TEL | TE Connectivity Ltd - Registered Shares | 2K | $100K–$500K | SH |
| ROK | Rockwell Automation Inc | 1K | $100K–$500K | SH |
| IEMG | iShares Core MSCI Emerging Markets ETF | 7K | $100K–$500K | SH |
| NEE | NextEra Energy Inc | 6K | $100K–$500K | SH |
| LVS | Las Vegas Sands Corp | 7K | $100K–$500K | SH |
| VLO | Valero Energy Corp. | 3K | $100K–$500K | SH |
| CIEN | CIENA Corp. | 2K | $100K–$500K | SH |
| RSG | Republic Services, Inc. | 2K | $100K–$500K | SH |
| GSG | BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm | 16K | $100K–$500K | SH |
| HPE | Hewlett Packard Enterprise Co | 14K | $100K–$500K | SH |
| OUSM | OSI ETF Trust - OShares U.S. Small-Cap Quality Dividend ETF | 8K | $100K–$500K | SH |
| OEFA | OSI ETF Trust - OShares Europe Quality Dividend ETF | 10K | $100K–$500K | SH |
| OGIG | OSI ETF Trust - O`Shares Global Internet Giants ETF | 6K | $100K–$500K | SH |
| MA | Mastercard Incorporated - Ordinary Shares - Class A | 581 | $100K–$500K | SH |
| BAC | Bank Of America Corp. | 6K | $100K–$500K | SH |
| LEA | Lear Corp. | 3K | $100K–$500K | SH |
| HAS | Hasbro, Inc. | 4K | $100K–$500K | SH |
| EWU | iShares MSCI United Kingdom ETF | 7K | $100K–$500K | SH |