USA FINANCIAL FORMULAS
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1534358
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13F Reported Value
ⓘ$546.2M
Holdings
412
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
USA FINANCIAL FORMULAS disclosed 412 positions worth $546.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 412 new positions and exited 0. The portfolio is most concentrated in Other (80.9% of disclosed assets). All figures are sourced directly from USA FINANCIAL FORMULAS’s Form 13F-HR filing with the SEC under CIK 1534358.
Sector Allocation
OtherTechnologyFinancialsIndustrialsEnergyMaterials
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma - US BAS MTL ETF
—Quality
$63.6M354,526 shiShares Russell 2000 ETF - RUSSELL 2000 ETF
—Quality
$62.0M206,442 shiShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF
—Quality
$60.9M889,999 sh- —
Quality
$57.6M78,200 sh iShares S&P 500 Growth ETF - S&P 500 GRWT ETF
—Quality
$57.5M418,090 shiShares Core S&P 500 - CORE S&P500 ETF
—Quality
$56.6M75,606 sh- $27.3M955,933 sh
iShares iBoxx USD Inv Grade Corp Bond ETF - IBOXX INV CP ETF
—Quality
$21.2M194,203 shiShares U.S. Technology ETF - US TECH ETF
—Quality
$6.1M24,341 shiShares iBoxx USD High Yield Corp Bond ETF - IBOXX HI YD ETF
—Quality
$6.0M75,115 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma - US BAS MTL ETF | — | $63.6M | 354,526 |
| iShares Russell 2000 ETF - RUSSELL 2000 ETF | — | $62.0M | 206,442 |
| iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF | — | $60.9M | 889,999 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $57.6M | 78,200 |
| iShares S&P 500 Growth ETF - S&P 500 GRWT ETF | — | $57.5M | 418,090 |
| iShares Core S&P 500 - CORE S&P500 ETF | — | $56.6M | 75,606 |
 iShares S&P GSCI Commodity-Indexed Trust$GSG | — | $27.3M | 955,933 |
| iShares iBoxx USD Inv Grade Corp Bond ETF - IBOXX INV CP ETF | — | $21.2M | 194,203 |
| iShares U.S. Technology ETF - US TECH ETF | — | $6.1M | 24,341 |
| iShares iBoxx USD High Yield Corp Bond ETF - IBOXX HI YD ETF | — | $6.0M | 75,115 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of USA FINANCIAL FORMULAS's 412 positions.
Showing top 10 of 412 holdings.
Sector Allocation
Other
$442.1M
Technology
$32.6M
Financials
$32.5M
Industrials
$14.2M
Energy
$5.9M
Materials
$5.2M
Healthcare
$4.8M
Consumer Discretionary
$4.1M
Top Holdings — USA FINANCIAL FORMULAS (Q2 2026)
Top 150 of 412 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma - US BAS MTL ETF | $63.6M | 11.7% | NEW | — |
| 2 | — | iShares Russell 2000 ETF - RUSSELL 2000 ETF | $62.0M | 11.3% | NEW | — |
| 3 | — | iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF | $60.9M | 11.2% | NEW | — |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $57.6M | 10.5% | NEW | — |
| 5 | — | iShares S&P 500 Growth ETF - S&P 500 GRWT ETF | $57.5M | 10.5% | NEW | — |
| 6 | — | iShares Core S&P 500 - CORE S&P500 ETF | $56.6M | 10.4% | NEW | — |
| 7 | $GSG | iShares S&P GSCI Commodity-Indexed Trust | $27.3M | 5.0% | NEW | — |
| 8 | — | iShares iBoxx USD Inv Grade Corp Bond ETF - IBOXX INV CP ETF | $21.2M | 3.9% | NEW | — |
| 9 | — | iShares U.S. Technology ETF - US TECH ETF | $6.1M | 1.1% | NEW | — |
| 10 | — | iShares iBoxx USD High Yield Corp Bond ETF - IBOXX HI YD ETF | $6.0M | 1.1% | NEW | — |
| 11 | — | BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm - US TELECOM ETF | $5.8M | 1.1% | NEW | — |
| 12 | — | BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E - ENERGY ETF | $5.6M | 1.0% | NEW | — |
| 13 | — | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF - ALLIANZIM US EQU | $4.7M | 0.8% | NEW | — |
| 14 | — | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF - ALLIANZIM US EQU | $4.5M | 0.8% | NEW | — |
| 15 | — | iShares S&P Small-Cap 600 Value ETF - SP SMCP600VL ETF | $3.6M | 0.7% | NEW | — |
| 16 | — | iShares S&P Mid-Cap 400 Growth ETF - S&P MC 400GR ETF | $3.5M | 0.6% | NEW | — |
| 17 |  $AMAT | APPLIED MATERIALS INC /DE | $2.7M | 0.5% | NEW | 72.3 |
| 18 | — | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF - ALLIANZIM US EQU | $2.4M | 0.4% | NEW | — |
| 19 | — | ALLIANZIM US BUFFERED 15 UNCAPPED JAN - ALLIANZIM US EQU | $2.4M | 0.4% | NEW | — |
| 20 | — | ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF - ALLIANZIM US EQU | $2.4M | 0.4% | NEW | — |
| 21 | — | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF - ALLIANZIM US EQU | $2.4M | 0.4% | NEW | — |
| 22 |  $LRCX | LAM RESEARCH CORP | $2.3M | 0.4% | NEW | 79.4 |
| 23 |  $WDC | WESTERN DIGITAL CORP | $1.9M | 0.4% | NEW | 80.7 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.3% | NEW | 79.8 |
| 25 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.3% | NEW | 86.2 |
| 26 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 0.3% | NEW | 70.3 |
| 27 |  $CSX | CSX CORP | $1.5M | 0.3% | NEW | 65.2 |
| 28 |  $AAPL | Apple Inc. | $1.5M | 0.3% | NEW | 76.4 |
| 29 |  $ADI | ANALOG DEVICES INC | $1.4M | 0.3% | NEW | 79.2 |
| 30 |  $ROST | ROSS STORES, INC. | $1.4M | 0.3% | NEW | 70.4 |
| 31 |  $GOOG | Alphabet Inc. | $1.4M | 0.3% | NEW | 78.2 |
| 32 |  $STX | Seagate Technology Holdings plc | $1.3M | 0.3% | NEW | — |
| 33 |  $GOOGL | Alphabet Inc. | $1.2M | 0.2% | NEW | 78.2 |
| 34 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.2% | NEW | 76.5 |
| 35 |  $TER | TERADYNE, INC | $966,712 | 0.2% | NEW | 77.3 |
| 36 |  $GLW | CORNING INC /NY | $953,776 | 0.2% | NEW | 73.7 |
| 37 |  $CIEN | CIENA CORP | $942,366 | 0.2% | NEW | 72.9 |
| 38 |  $TXN | TEXAS INSTRUMENTS INC | $938,026 | 0.2% | NEW | 73.4 |
| 39 |  $VLO | VALERO ENERGY CORP/TX | $930,292 | 0.2% | NEW | 57.8 |
| 40 |  $MNST | Monster Beverage Corp | $927,654 | 0.2% | NEW | 71.3 |
| 41 |  $KEYS | Keysight Technologies, Inc. | $896,529 | 0.2% | NEW | 71.4 |
| 42 |  $CAT | CATERPILLAR INC | $894,516 | 0.2% | NEW | 66.5 |
| 43 |  $LITE | Lumentum Holdings Inc. | $874,363 | 0.2% | NEW | 44.3 |
| 44 |  $BNY | Bank of New York Mellon Corp | $827,314 | 0.1% | NEW | 74.1 |
| 45 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $820,313 | 0.1% | NEW | 66.8 |
| 46 |  $PCAR | PACCAR INC | $816,576 | 0.1% | NEW | 56.5 |
| 47 |  $CMI | CUMMINS INC | $784,531 | 0.1% | NEW | 58.1 |
| 48 |  $STT | STATE STREET CORP | $773,546 | 0.1% | NEW | 71.5 |
| 49 |  $ABNB | Airbnb, Inc. | $772,883 | 0.1% | NEW | 71 |
| 50 |  $BIIB | BIOGEN INC. | $766,581 | 0.1% | NEW | 64.7 |
| 51 | — | Vanguard Growth ETF - GROWTH ETF | $761,219 | 0.1% | NEW | — |
| 52 | — | Vanguard S&P 500 ETF - S&P 500 ETF SHS | $757,551 | 0.1% | NEW | — |
| 53 |  $COHR | COHERENT CORP. | $729,770 | 0.1% | NEW | 58.5 |
| 54 |  $JBL | JABIL INC | $727,401 | 0.1% | NEW | 57.4 |
| 55 |  $DDOG | Datadog, Inc. | $720,416 | 0.1% | NEW | 71.4 |
| 56 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $689,133 | 0.1% | NEW | 60.2 |
| 57 |  $MCHP | MICROCHIP TECHNOLOGY INC | $677,890 | 0.1% | NEW | 52.9 |
| 58 | — | SPDR Dow Jones Industrial Average ETF - UT SER 1 | $674,928 | 0.1% | NEW | — |
| 59 |  $STLD | STEEL DYNAMICS INC | $667,729 | 0.1% | NEW | 57.7 |
| 60 |  $TRGP | Targa Resources Corp. | $667,132 | 0.1% | NEW | 63.3 |
| 61 |  $NUE | NUCOR CORP | $664,909 | 0.1% | NEW | 61.7 |
| 62 | — | iShares Core MSCI Emerging Markets ETF - CORE MSCI EMKT | $664,460 | 0.1% | NEW | — |
| 63 |  $PWR | QUANTA SERVICES, INC. | $663,157 | 0.1% | NEW | 72.1 |
| 64 |  $BKR | Baker Hughes Co | $661,394 | 0.1% | NEW | 60.7 |
| 65 | — | Vanguard Total Stock Market ETF - TOTAL STK MKT | $656,081 | 0.1% | NEW | — |
| 66 |  $FANG | Diamondback Energy, Inc. | $656,011 | 0.1% | NEW | 76.1 |
| 67 | — | iShares Russell 3000 ETF - RUSSELL 3000 ETF | $654,950 | 0.1% | NEW | — |
| 68 | — | iShares Russell 1000 ETF - RUS 1000 ETF | $653,972 | 0.1% | NEW | — |
| 69 |  $NXPI | NXP Semiconductors N.V. | $644,402 | 0.1% | NEW | — |
| 70 | — | BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF - S&P 100 ETF | $640,638 | 0.1% | NEW | — |
| 71 |  $VRT | Vertiv Holdings Co | $637,832 | 0.1% | NEW | 81 |
| 72 |  $DD | DuPont de Nemours, Inc. | $631,540 | 0.1% | NEW | 47 |
| 73 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $605,252 | 0.1% | NEW | 66.3 |
| 74 |  $HAL | HALLIBURTON CO | $597,350 | 0.1% | NEW | 53.2 |
| 75 |  $FDX | FEDEX CORP | $594,321 | 0.1% | NEW | 60.3 |
| 76 |  $TPR | TAPESTRY, INC. | $581,421 | 0.1% | NEW | 72.7 |
| 77 |  $HST | HOST HOTELS & RESORTS, INC. | $575,157 | 0.1% | NEW | 67.3 |
| 78 |  $C | CITIGROUP INC | $560,260 | 0.1% | NEW | 65 |
| 79 | — | iShares MSCI Japan ETF - MSCI JPN ETF NEW | $555,982 | 0.1% | NEW | — |
| 80 |  $ALPS | Alps Group Inc | $554,135 | 0.1% | NEW | — |
| 81 |  $AKAM | AKAMAI TECHNOLOGIES INC | $553,341 | 0.1% | NEW | 59.5 |
| 82 |  $HPE | Hewlett Packard Enterprise Co | $542,448 | 0.1% | NEW | 70.5 |
| 83 |  $CNC | CENTENE CORP | $540,865 | 0.1% | NEW | 58.2 |
| 84 |  $VTRS | Viatris Inc | $530,868 | 0.1% | NEW | 45.4 |
| 85 |  $IVZ | Invesco Ltd. | $496,343 | 0.1% | NEW | — |
| 86 |  $MS | MORGAN STANLEY | $494,798 | 0.1% | NEW | 75.8 |
| 87 |  $PLD | Prologis, Inc. | $490,401 | 0.1% | NEW | 68.3 |
| 88 |  $PSX | Phillips 66 | $467,423 | 0.1% | NEW | 57.8 |
| 89 |  $SLB | SLB LIMITED/NV | $467,225 | 0.1% | NEW | 57.9 |
| 90 |  $CVS | CVS HEALTH Corp | $441,111 | 0.1% | NEW | 59.4 |
| 91 |  $MPC | Marathon Petroleum Corp | $418,276 | 0.1% | NEW | 61 |
| 92 |  $BG | Bunge Global SA | $415,500 | 0.1% | NEW | 54.5 |
| 93 |  $UNP | UNION PACIFIC CORP | $409,088 | 0.1% | NEW | 69.7 |
| 94 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Canada E - MSCI CDA ETF | $403,941 | 0.1% | NEW | — |
| 95 |  $ALB | ALBEMARLE CORP | $392,532 | 0.1% | NEW | 53.3 |
| 96 |  $FCX | FREEPORT-MCMORAN INC | $364,448 | 0.1% | NEW | 62 |
| 97 |  $CRUS | CIRRUS LOGIC, INC. | $362,859 | 0.1% | NEW | 66.8 |
| 98 |  $LEA | LEAR CORP | $358,208 | 0.1% | NEW | 53.9 |
| 99 | — | iShares MSCI Hong Kong ETF - MSCI HONG KG ETF | $346,059 | 0.1% | NEW | — |
| 100 | — | iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF | $341,261 | 0.1% | NEW | — |
| 101 |  $HON | HONEYWELL INTERNATIONAL INC | $329,581 | 0.1% | NEW | 65 |
| 102 |  $HONA | Honeywell Aerospace Inc. | $325,430 | 0.1% | NEW | — |
| 103 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFE | $319,197 | 0.1% | NEW | — |
| 104 |  $MKSI | MKS INC | $309,136 | 0.1% | NEW | 61.2 |
| 105 |  $ILMN | ILLUMINA, INC. | $286,955 | 0.1% | NEW | 60.4 |
| 106 | $ALPS | Alps Group Inc | $283,219 | 0.1% | NEW | — |
| 107 | — | OSI ETF Trust - OShares Europe Quality Dividend ETF - O SHARES INTL D | $278,305 | 0.1% | NEW | — |
| 108 | — | OSI ETF Trust - O`Shares Global Internet Giants ETF - OSHS GBL INTER | $274,243 | 0.1% | NEW | — |
| 109 |  $BMY | BRISTOL MYERS SQUIBB CO | $262,401 | 0.1% | NEW | 70.4 |
| 110 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI China ET - MSCI CHINA ETF | $251,707 | 0.1% | NEW | — |
| 111 |  $RPRX | Royalty Pharma plc | $248,895 | 0.1% | NEW | — |
| 112 |  $FLEX | FLEX LTD. | $245,536 | 0.0% | NEW | — |
| 113 |  $BALL | BALL Corp | $242,923 | 0.0% | NEW | 61.1 |
| 114 |  $JAZZ | Jazz Pharmaceuticals plc | $242,898 | 0.0% | NEW | — |
| 115 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $239,994 | 0.0% | NEW | 48.7 |
| 116 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Turkey E - MSCI TURKEY ETF | $236,274 | 0.0% | NEW | — |
| 117 |  $UTHR | UNITED THERAPEUTICS Corp | $235,154 | 0.0% | NEW | 71.3 |
| 118 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $234,648 | 0.0% | NEW | 73.7 |
| 119 | — | BlackRock Institutional Trust Company N.A. - iShares MSCI Thailand ETF - THAILAND ETF | $233,200 | 0.0% | NEW | — |
| 120 | — | Health Care Select Sector SPDR - STATE STREET HEA | $231,644 | 0.0% | NEW | — |
| 121 | — | Industrial Select Sector SPDR - INDL | $230,611 | 0.0% | NEW | — |
| 122 | — | BlackRock Institutional Trust Company N.A. - iShares MSCI Brazil ETF - MSCI BRAZIL ETF | $229,460 | 0.0% | NEW | — |
| 123 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Malaysia - MSCI MLY ETF NEW | $224,440 | 0.0% | NEW | — |
| 124 |  $JCI | Johnson Controls International plc | $222,672 | 0.0% | NEW | — |
| 125 | — | Utilities Select Sector SPDR - SBI INT-UTILS | $222,529 | 0.0% | NEW | — |
| 126 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Germany - MSCI GERMANY ETF | $222,198 | 0.0% | NEW | — |
| 127 | — | Financial Select Sector SPDR - FINANCIAL | $221,409 | 0.0% | NEW | — |
| 128 | — | Vanguard Real Estate Index Fund ETF - REAL ESTATE ETF | $218,414 | 0.0% | NEW | — |
| 129 | — | Consumer Staples Select Sector SPDR - STATE STREET CON | $215,567 | 0.0% | NEW | — |
| 130 | — | Consumer Discretionary Select Sector SPDR - SBI CONS DISCR | $213,098 | 0.0% | NEW | — |
| 131 |  $MTZ | MASTEC INC | $213,023 | 0.0% | NEW | 58.8 |
| 132 | — | Materials Select Sector SPDR - SBI MATERIALS | $211,504 | 0.0% | NEW | — |
| 133 | — | Technology Select Sector SPDR - TECHNOLOGY | $209,191 | 0.0% | NEW | — |
| 134 | — | Vanguard Communication Services ETF - COMM SRVC ETF | $203,633 | 0.0% | NEW | — |
| 135 |  $HAS | HASBRO, INC. | $202,676 | 0.0% | NEW | 64.1 |
| 136 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $198,934 | 0.0% | NEW | 69.4 |
| 137 | — | Energy Select Sector SPDR - ENERGY | $196,879 | 0.0% | NEW | — |
| 138 | — | iShares MSCI United Kingdom ETF - MSCI UK ETF NEW | $194,526 | 0.0% | NEW | — |
| 139 |  $SNX | TD SYNNEX CORP | $191,415 | 0.0% | NEW | 58.4 |
| 140 |  $ATI | ATI INC | $189,216 | 0.0% | NEW | 63.1 |
| 141 |  $DVN | DEVON ENERGY CORP/DE | $188,832 | 0.0% | NEW | 74.8 |
| 142 |  $ESI | Element Solutions Inc | $188,374 | 0.0% | NEW | 46.2 |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $186,338 | 0.0% | NEW | 65.8 |
| 144 |  $TKR | TIMKEN CO | $185,428 | 0.0% | NEW | 54.4 |
| 145 |  $CB | Chubb Ltd | $183,659 | 0.0% | NEW | — |
| 146 |  $LFUS | LITTELFUSE INC /DE | $180,311 | 0.0% | NEW | 51.6 |
| 147 |  $NVDA | NVIDIA CORP | $173,678 | 0.0% | NEW | 85.9 |
| 148 |  $FIVE | FIVE BELOW, INC | $173,497 | 0.0% | NEW | 69.5 |
| 149 | — | iShares MSCI Switzerland ETF - MSCI SWITZERLAND | $166,113 | 0.0% | NEW | — |
| 150 |  $LYB | LyondellBasell Industries N.V. | $164,637 | 0.0% | NEW | — |
New Positions (412)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma - US BAS MTL ETF$63.6M
iShares Russell 2000 ETF - RUSSELL 2000 ETF$62.0M
iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF$60.9M
$QQQ INVESCO QQQ TRUST, SERIES 1$57.6M iShares S&P 500 Growth ETF - S&P 500 GRWT ETF$57.5M
iShares Core S&P 500 - CORE S&P500 ETF$56.6M
$GSG iShares S&P GSCI Commodity-Indexed Trust$27.3M iShares iBoxx USD Inv Grade Corp Bond ETF - IBOXX INV CP ETF$21.2M
iShares U.S. Technology ETF - US TECH ETF$6.1M
iShares iBoxx USD High Yield Corp Bond ETF - IBOXX HI YD ETF$6.0M
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm - US TELECOM ETF$5.8M
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E - ENERGY ETF$5.6M
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF - ALLIANZIM US EQU$4.7M
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF - ALLIANZIM US EQU$4.5M
iShares S&P Small-Cap 600 Value ETF - SP SMCP600VL ETF$3.6M
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