USA FINANCIAL FORMULAS
Top Portfolio Positions
360 positions ·
$85,537,812 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GSG |
iShares S&P GSCI Commodity-Indexed Trust
|
577,692 | $18,630,567 | 21.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,655 | $3,841,132 | 4.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
4,784 | $1,635,123 | 1.91% | |
| WDC |
Western Digital Corp
Technology
|
5,628 | $1,522,317 | 1.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
19,229 | $1,491,978 | 1.74% | |
| LRCX |
Lam Research Corp
Technology
|
6,639 | $1,418,488 | 1.66% | |
| MU |
Micron Technology Inc
Technology
|
4,079 | $1,378,049 | 1.61% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
9,804 | $1,366,383 | 1.60% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
6,187 | $1,340,289 | 1.57% | |
| STX |
Seagate Technology Holdings plc
Technology
|
3,390 | $1,328,066 | 1.55% |
Portfolio Trend
24 quarters · across all stocks
Holdings in VLY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,983 | 6,269 | Shares | Sole | 2026-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||