Csenge Advisory Group

CIK

1715593

Location

CLEARWATER, FL

Portfolio Value

Small $774,697,652

Diversification

Diversified

Filing Date

Global Rank

#2,051 / 8,622 ▼ 45 · as of Mar 2026

Top Industry

Semiconductors 7.6%

3Y Alpha vs SPY

-1.6%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.4%

SPY

+67.9%

Annualised alpha

-0.4%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

369 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.9%

+0.1 pts

Top 5

35.4%

−0.3 pts

Top 10

44.9%

−0.5 pts

HHI

403

Diversified+4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.3%	$242,627,366	15
Technology	17.5%	$135,456,636	62
Financial Services	9.1%	$70,629,627	72
Consumer Cyclical	7.0%	$53,987,729	26
Industrials	6.9%	$53,503,326	49
Healthcare	6.4%	$49,363,048	35
Consumer Defensive	5.5%	$42,504,920	20
Energy	5.5%	$42,472,790	26
Communication Services	4.8%	$36,851,798	14
Utilities	3.6%	$28,025,273	24
Basic Materials	1.4%	$10,466,129	12
Real Estate	1.1%	$8,809,010	14

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	+27,407	229,819	$1,064,061
RCAT	Red Cat Holdings, Inc.	+19,644	29,762	$389,584
RF	Regions Financial Corp	+19,463	117,631	$3,072,521
INTC	Intel Corp	+18,068	49,860	$2,200,321
BMNR	Bitmine Immersion Technologies, Inc.	+17,620	32,941	$651,572
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+12,928	333,238	$5,161,856
PSLV	Sprott Physical Silver Trust	+11,960	39,297	$958,453
F	Ford Motor Co	+11,425	152,395	$1,758,638
UPS	United Parcel Service Inc	+10,818	31,775	$3,126,024
MGF	Aberdeen Government Markets Income Fund	+10,506	41,828	$122,974
MSIF	Msc Income Fund, Inc.	+9,232	23,191	$282,466
MPC	Marathon Petroleum Corp	+7,390	17,698	$4,321,497
UEC	Uranium Energy Corp	+5,747	17,551	$236,938
UNP	Union Pacific Corp	+5,639	6,623	$1,606,872
VZ	Verizon Communications Inc	+5,508	64,785	$3,252,207
RKLB	Rocket Lab Corp	+5,488	9,925	$637,383
NVDA	Nvidia Corp	+5,220	116,502	$20,317,948
O	Realty Income Corp	+4,224	22,256	$1,361,622
TEI	Templeton Emerging Markets Income Fund	+3,853	15,350	$92,253
SLV	iShares Silver Trust	+3,594	19,996	$1,362,527
ACHR	Archer Aviation Inc.	+3,249	21,724	$112,313
QBTS	D-Wave Quantum Inc.	+2,965	39,889	$575,598
AGQ	ProShares Trust II	+2,716	11,764	$1,405,915
KMI	Kinder Morgan, Inc.	+2,510	49,850	$1,671,470
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+2,509	17,855	$254,969
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−67,706	41,027	$5,098,835
BBAI	BigBear.ai Holdings, Inc.	−45,911	18,740	$65,964
ABEV	Ambev S.A.	−44,363	81,561	$238,158
T	At&T Inc.	−37,078	170,940	$4,955,550
TFPM	Triple Flag Precious Metals Corp.	−24,981	16,166	$561,121
KRG	Kite Realty Group Trust	−22,360	8,538	$209,607
ABAT	AMERICAN BATTERY TECHNOLOGY Co	−18,992	13,747	$38,354
FSK	FS KKR Capital Corp	−16,351	63,590	$647,346
NVS	Novartis AG	−16,127	14,137	$2,159,426
IAU	Ishares Gold Trust	−14,192	26,058	$2,297,273
IBIT	iShares Bitcoin Trust ETF	−13,827	33,961	$1,304,781
AMZN	Amazon Com Inc	−11,730	63,001	$13,121,218
GLD	Spdr Gold Trust	−11,468	51,478	$22,150,468
MO	Altria Group, Inc.	−9,672	68,762	$4,537,604
GSK	GSK plc	−9,604	35,786	$1,975,029
IBKR	Interactive Brokers Group, Inc.	−9,566	19,837	$1,330,467
CTAS	Cintas Corp	−9,322	16,496	$2,790,133
WMB	Williams Companies, Inc.	−8,583	65,220	$4,746,711
CVX	Chevron Corp	−8,216	32,816	$6,789,630
UBER	Uber Technologies, Inc	−7,892	23,106	$1,662,014
ADM	Archer-Daniels-Midland Co	−7,616	44,665	$3,246,698
AIR	Aar Corp	−7,428	7,967	$872,067
SNEX	StoneX Group Inc.	−7,122	11,160	$1,350,081
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−6,677	13,487	$292,128
AX	Axos Financial, Inc.	−6,244	14,305	$1,217,212
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
OHI	Omega Healthcare Investors Inc	40,238	$1,763,229
CDE	Coeur Mining, Inc.	92,792	$1,741,705
EMN	Eastman Chemical Co	17,445	$1,331,402
FR	First Industrial Realty Trust Inc	22,006	$1,273,047
NEU	Newmarket Corp	1,938	$1,242,161
RYAAY	Ryanair Holdings PLC	15,987	$924,048
LSCC	Lattice Semiconductor Corp	9,944	$922,405
BWXT	BWX Technologies, Inc.	4,317	$882,783
ESI	Element Solutions Inc	25,717	$877,978
PR	Permian Resources Corp	36,339	$774,747
BTU	Peabody Energy Corp	23,472	$773,402
KEYS	Keysight Technologies, Inc.	2,406	$679,382
WDC	Western Digital Corp	2,252	$609,143
CSTM	Constellium SE	24,215	$595,204
AZN	Astrazeneca PLC	2,790	$550,243
HODL	VanEck Bitcoin ETF	27,109	$519,408
JAZZ	Jazz Pharmaceuticals plc	2,683	$507,221
UDN	Invesco Db US Dollar Index Bearish Fund	27,245	$490,410
HBAN	Huntington Bancshares Inc /Md/	30,923	$483,944
NXT	Nextpower Inc.	3,754	$452,544
SHEL	Shell plc	4,566	$424,638
HAL	Halliburton Co	10,659	$415,594
ECHO	EchoStar CORP	3,529	$413,140
CVNA	Carvana Co.	1,091	$342,988
AUB	Atlantic Union Bankshares Corp	8,805	$314,690
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MTG	Mgic Investment Corp	111,125	$3,247,072
ALAB	Astera Labs, Inc.	7,784	$1,294,946
AIT	Applied Industrial Technologies Inc	4,629	$1,188,588
LYV	Live Nation Entertainment, Inc.	8,083	$1,151,827
RMD	Resmed Inc	4,497	$1,083,192
HOOD	Robinhood Markets, Inc.	9,396	$1,062,687
VIPS	Vipshop Holdings Ltd	40,177	$710,731
BYD	Boyd Gaming Corp	7,653	$652,341
CRDO	Credo Technology Group Holding Ltd	3,848	$553,688
CRH	Crh Public Ltd Co	4,354	$543,379
WGS	GeneDx Holdings Corp.	4,108	$534,286
GLW	Corning Inc /Ny	6,029	$527,899
GAP	Gap Inc	20,107	$514,739
HLI	Houlihan Lokey, Inc.	2,895	$504,280
CPNG	Coupang, Inc.	20,980	$494,918
COIN	Coinbase Global, Inc.	2,165	$489,593
DRS	Leonardo DRS, Inc.	13,453	$458,612
PGR	Progressive Corp/Oh/	1,920	$437,222
OSCR	Oscar Health, Inc.	29,753	$427,550
PALL	abrdn Palladium ETF Trust	2,813	$408,953
GLDM	World Gold Trust	4,720	$402,946
LAND	GLADSTONE LAND Corp	43,588	$398,830
SE	Sea Ltd	3,094	$394,701
RGTI	Rigetti Computing, Inc.	17,716	$392,409
RBLX	Roblox Corp	4,408	$357,180
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

369 positions · $774,697,652 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 369 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	177,120	-3,612	$115,188,220	−6.5%	14.87%
QQQ	Invesco Qqq Trust, Series 1	Added	131,719	+1,076	$76,025,572	−5.3%	9.81%
AAPL	Apple Inc. Technology	Added	158,404	+500	$40,201,351	−6.4%	5.19%
GLD	Spdr Gold Trust	Reduced	51,478	-11,468	$22,150,468	−11.2%	2.86%
MSFT	Microsoft Corp Technology	Reduced	56,035	-618	$20,742,475	−24.3%	2.68%
NVDA	Nvidia Corp Technology	Added	116,502	+5,220	$20,317,948	−2.1%	2.62%
GOOGL	Alphabet Inc. Communication Services	Added	54,405	+620	$15,644,701	−7.1%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,001	-11,730	$13,121,218	−23.9%	1.69%
XOM	ExxonMobil Holdings Corp Energy	Reduced	73,592	-3,302	$12,485,618	+34.9%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	40,925	+3	$12,038,498	−8.7%	1.55%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	18,185	-329	$11,215,780	+0.4%	1.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	29,515	+1,681	$10,972,201	−12.3%	1.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	20,512	-194	$9,500,953	−4.5%	1.23%
ABBV	AbbVie Inc. Healthcare	Reduced	35,488	-620	$7,718,285	−6.4%	1.00%
DUK	Duke Energy CORP Utilities	Added	54,626	+515	$7,152,728	+12.8%	0.92%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,500	+632	$7,071,135	−1.5%	0.91%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	42,570	-277	$7,038,523	+2.4%	0.91%
CVX	Chevron Corp Energy	Reduced	32,816	-8,216	$6,789,630	+8.6%	0.88%
AVGO	Broadcom Inc. Technology	Added	20,768	+223	$6,427,903	−9.6%	0.83%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	26,897	-60	$6,355,223	−2.2%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,790	+939	$6,128,968	+2.9%	0.79%
SO	Southern Co Utilities	Added	58,154	+1,357	$5,613,024	+13.3%	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,343	+147	$5,323,925	+18.8%	0.69%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Added	333,238	+12,928	$5,161,856	−2.4%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	41,027	-67,706	$5,098,835	−57.9%	0.66%
IBM	International Business Machines Corp Technology	Added	20,598	+181	$4,992,749	−17.4%	0.64%
T	At&T Inc. Communication Services	Reduced	170,940	-37,078	$4,955,550	−4.1%	0.64%
KO	Coca Cola Co Consumer Defensive	Added	63,631	+1,017	$4,839,137	+10.5%	0.62%
WMB	Williams Companies, Inc. Energy	Reduced	65,220	-8,583	$4,746,711	+7.0%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	8,167	-2,034	$4,672,585	−30.6%	0.60%
MO	Altria Group, Inc. Consumer Defensive	Reduced	68,762	-9,672	$4,537,604	+0.3%	0.59%
JNJ	Johnson & Johnson Healthcare	Reduced	18,345	-2,768	$4,484,251	+2.6%	0.58%
MPC	Marathon Petroleum Corp Energy	Added	17,698	+7,390	$4,321,497	+157.8%	0.56%
PFE	Pfizer Inc Healthcare	Reduced	150,210	-2,180	$4,217,896	+11.2%	0.54%
LMT	Lockheed Martin Corp Industrials	Reduced	6,464	-3,118	$3,906,776	−15.7%	0.50%
PEP	Pepsico Inc Consumer Defensive	Reduced	24,149	-1,973	$3,750,098	+0.0%	0.48%
MU	Micron Technology Inc CALL + SHARES Technology	Added	10,815	+703	$3,653,739	+26.6%	0.47%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	80,174	-223	$3,631,882	−9.7%	0.47%
LLY	ELI LILLY & Co Healthcare	Added	3,929	+438	$3,613,776	−3.7%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	24,049	-851	$3,473,637	−2.7%	0.45%
CAT	Caterpillar Inc Industrials	Added	4,821	+442	$3,415,485	+36.2%	0.44%
SR	Spire Inc Utilities	Reduced	37,351	-5,156	$3,381,759	−3.8%	0.44%
TDG	TransDigm Group INC Industrials	Held	2,879	0	$3,336,645	−12.9%	0.43%
AMGN	Amgen Inc Healthcare	Reduced	9,419	-1,109	$3,314,075	−3.8%	0.43%
VZ	Verizon Communications Inc Communication Services	Added	64,785	+5,508	$3,252,207	+34.7%	0.42%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	44,665	-7,616	$3,246,698	+8.0%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	22,102	-6,006	$3,233,080	−35.3%	0.42%
TFC	Truist Financial Corp Financial Services	Added	69,199	+851	$3,181,078	−5.4%	0.41%
UPS	United Parcel Service Inc Industrials	Added	31,775	+10,818	$3,126,024	+50.4%	0.40%
DE	Deere & Co Industrials	Reduced	5,463	-2,059	$3,077,307	−12.1%	0.40%