USA Financial Portformulas Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633716
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$530.5M
Holdings
437
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
USA Financial Portformulas Corp disclosed 437 positions worth $530.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 113 new positions and exited 90. The portfolio is most concentrated in Other (84.4% of disclosed assets). All figures are sourced directly from USA Financial Portformulas Corp’s Form 13F-HR filing with the SEC under CIK 1633716.
AI Fund Analysis
ConcentratingiShares Russell 2000 ETF
20.4% weight
Held 9 quarters
iShares Core S&P 500
7.2% weight
Held 9 quarters
$GSG3.5% weight
Held 4 quarters
iShares iBoxx USD Inv Grad
2.6% weight
Held 9 quarters
$QQQ0.7% weight
Held 9 quarters
$NOW3 quarters accumulating
iShares S&P Mid-Cap 400 Gr
2 quarters accumulating
SPDR Series Trust - SPDR B
2 quarters accumulating
$GILD2 quarters accumulating
$REGN2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
iShares S&P Small-Cap 600 Value ETF
—Quality
$109.9M927,820 shiShares Russell 2000 ETF
—Quality
$108.1M435,956 shiShares S&P Mid-Cap 400 Growth ETF
—Quality
$104.8M1,041,989 shiShares Core S&P 500
—Quality
$38.1M58,368 shSPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
—Quality
$23.2M253,563 sh- $18.6M577,692 sh
iShares iBoxx USD Inv Grade Corp Bond ETF
—Quality
$14.0M128,238 shiShares 7-10 Year Treasury Bond ETF
—Quality
$12.3M129,169 sh- —
Quality
$3.8M6,655 sh AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
—Quality
$3.8M113,956 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares S&P Small-Cap 600 Value ETF | — | $109.9M | 927,820 |
| iShares Russell 2000 ETF | — | $108.1M | 435,956 |
| iShares S&P Mid-Cap 400 Growth ETF | — | $104.8M | 1,041,989 |
| iShares Core S&P 500 | — | $38.1M | 58,368 |
| SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | — | $23.2M | 253,563 |
| iShares S&P GSCI Commodity-Indexed Trust$GSG | — | $18.6M | 577,692 |
| iShares iBoxx USD Inv Grade Corp Bond ETF | — | $14.0M | 128,238 |
| iShares 7-10 Year Treasury Bond ETF | — | $12.3M | 129,169 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.8M | 6,655 |
| AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF | — | $3.8M | 113,956 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of USA Financial Portformulas Corp's 437 positions.
Showing top 10 of 437 holdings.
Sector Allocation
Other
$447.6M
Financials
$24.9M
Technology
$19.0M
Industrials
$11.3M
Healthcare
$6.4M
Energy
$5.7M
Consumer Discretionary
$4.4M
Materials
$4.4M
Top Holdings — USA Financial Portformulas Corp (Q1 2026)
Top 150 of 437 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 | — | iShares S&P Small-Cap 600 Value ETF | $109.9M | 20.7% | NEW | — |
| 2 | — | iShares Russell 2000 ETF | $108.1M | 20.4% | NEW | — |
| 3 | — | iShares S&P Mid-Cap 400 Growth ETF | $104.8M | 19.8% | NEW | — |
| 4 | — | iShares Core S&P 500 | $38.1M | 7.2% | -51% | — |
| 5 | — | SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $23.2M | 4.4% | NEW | — |
| 6 | $GSG | iShares S&P GSCI Commodity-Indexed Trust | $18.6M | 3.5% | +3534% | — |
| 7 | — | iShares iBoxx USD Inv Grade Corp Bond ETF | $14.0M | 2.6% | -45% | — |
| 8 | — | iShares 7-10 Year Treasury Bond ETF | $12.3M | 2.3% | NEW | — |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.8M | 0.7% | -94% | — |
| 10 | — | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF | $3.8M | 0.7% | -6% | — |
| 11 | — | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF | $3.7M | 0.7% | -5% | — |
| 12 | — | iShares MSCI Emerging Markets ETF | $3.4M | 0.6% | -95% | — |
| 13 | — | iShares S&P 500 Growth ETF | $3.3M | 0.6% | -94% | — |
| 14 | — | ALLIANZIM US BUFFERED 15 UNCAPPED JAN | $1.9M | 0.4% | -6% | — |
| 15 | — | ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF | $1.9M | 0.4% | -6% | — |
| 16 | — | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF | $1.9M | 0.4% | -6% | — |
| 17 | — | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF | $1.9M | 0.3% | -6% | — |
| 18 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.3% | NEW | 72.3 |
| 19 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.3% | +32% | 80.7 |
| 20 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.3% | +37% | 70.3 |
| 21 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | -37% | 79.4 |
| 22 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.3% | -45% | 86.2 |
| 23 | $GILD | GILEAD SCIENCES, INC. | $1.4M | 0.3% | +8% | 57.4 |
| 24 |  $ROST | ROSS STORES, INC. | $1.3M | 0.3% | NEW | 70.4 |
| 25 |  $STX | Seagate Technology Holdings plc | $1.3M | 0.3% | NEW | — |
| 26 |  $BKR | Baker Hughes Co | $1.2M | 0.2% | +7% | 60.7 |
| 27 | $REGN | REGENERON PHARMACEUTICALS, INC. | $1.1M | 0.2% | NEW | 71 |
| 28 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.2% | +5% | 79.2 |
| 29 |  $BNY | Bank of New York Mellon Corp | $1.0M | 0.2% | +14% | 74.1 |
| 30 |  $GOOGL | Alphabet Inc. | $991,101 | 0.2% | -43% | 78.2 |
| 31 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $984,411 | 0.2% | -49% | 66.8 |
| 32 |  $AMD | ADVANCED MICRO DEVICES INC | $941,271 | 0.2% | -35% | 79.8 |
| 33 |  $RTX | RTX Corp | $916,275 | 0.2% | -16% | 73.2 |
| 34 |  $KEYS | Keysight Technologies, Inc. | $912,902 | 0.2% | -21% | 71.4 |
| 35 |  $MRK | Merck & Co., Inc. | $891,349 | 0.2% | NEW | 59.9 |
| 36 |  $AAPL | Apple Inc. | $871,515 | 0.2% | NEW | 76.4 |
| 37 |  $AES | AES CORP | $851,261 | 0.2% | +320% | 58.6 |
| 38 |  $JCI | Johnson Controls International plc | $823,152 | 0.2% | -16% | — |
| 39 |  $HAS | HASBRO, INC. | $804,679 | 0.1% | +125% | 64.1 |
| 40 |  $CMI | CUMMINS INC | $802,188 | 0.1% | +282% | 58.1 |
| 41 |  $HAL | HALLIBURTON CO | $799,607 | 0.1% | NEW | 53.2 |
| 42 |  $GLD | SPDR GOLD TRUST | $776,673 | 0.1% | +2214% | — |
| 43 |  $IVZ | Invesco Ltd. | $774,781 | 0.1% | NEW | — |
| 44 |  $XOM.R34088 | EXXON MOBIL CORP | $760,586 | 0.1% | NEW | 57.9 |
| 45 |  $NDSN | NORDSON CORP | $731,665 | 0.1% | +538% | 69.2 |
| 46 |  $XEL | XCEL ENERGY INC | $730,610 | 0.1% | -57% | 56.4 |
| 47 |  $C | CITIGROUP INC | $714,710 | 0.1% | -9% | 65 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $707,409 | 0.1% | -35% | 69 |
| 49 |  $GOOG | Alphabet Inc. | $702,222 | 0.1% | -52% | 78.2 |
| 50 |  $CSX | CSX CORP | $702,201 | 0.1% | -35% | 65.2 |
| 51 |  $MNST | Monster Beverage Corp | $690,182 | 0.1% | -61% | 71.3 |
| 52 |  $CAT | CATERPILLAR INC | $689,332 | 0.1% | -27% | 66.5 |
| 53 |  $MCHP | MICROCHIP TECHNOLOGY INC | $688,290 | 0.1% | NEW | 52.9 |
| 54 |  $PEP | PEPSICO INC | $676,133 | 0.1% | NEW | 63.4 |
| 55 |  $GD | GENERAL DYNAMICS CORP | $674,771 | 0.1% | -14% | 68.7 |
| 56 |  $AME | AMETEK INC/ | $673,090 | 0.1% | +153% | 69.7 |
| 57 |  $TER | TERADYNE, INC | $672,371 | 0.1% | -15% | 77.3 |
| 58 |  $STLD | STEEL DYNAMICS INC | $667,800 | 0.1% | NEW | 57.7 |
| 59 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $658,634 | 0.1% | -7% | 52.1 |
| 60 |  $AMGN | AMGEN INC | $655,145 | 0.1% | NEW | 79.2 |
| 61 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $645,447 | 0.1% | NEW | 60.2 |
| 62 |  $NEM | NEWMONT Corp /DE/ | $644,737 | 0.1% | -22% | 86.8 |
| 63 |  $APH | AMPHENOL CORP /DE/ | $644,511 | 0.1% | +4% | 79.3 |
| 64 |  $PLD | Prologis, Inc. | $638,165 | 0.1% | NEW | 68.3 |
| 65 |  $STT | STATE STREET CORP | $633,686 | 0.1% | NEW | 71.5 |
| 66 |  $FDX | FEDEX CORP | $631,863 | 0.1% | NEW | 60.3 |
| 67 |  $GLW | CORNING INC /NY | $629,541 | 0.1% | -40% | 73.7 |
| 68 | — | Vanguard Total Stock Market ETF | $619,484 | 0.1% | -5% | — |
| 69 | — | SPDR Dow Jones Industrial Average ETF | $619,285 | 0.1% | -6% | — |
| 70 | — | iShares Russell 3000 ETF | $614,958 | 0.1% | -6% | — |
| 71 | — | iShares Russell 1000 ETF | $614,353 | 0.1% | -5% | — |
| 72 | — | BlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF | $606,241 | 0.1% | -5% | — |
| 73 |  $VLO | VALERO ENERGY CORP/TX | $565,319 | 0.1% | -19% | 57.8 |
| 74 |  $PSX | Phillips 66 | $565,305 | 0.1% | NEW | 57.8 |
| 75 |  $NUE | NUCOR CORP | $555,494 | 0.1% | +292% | 61.7 |
| 76 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $542,497 | 0.1% | NEW | 52.2 |
| 77 |  $CVX | CHEVRON CORP | $537,526 | 0.1% | NEW | 62.8 |
| 78 |  $SLB | SLB LIMITED/NV | $511,485 | 0.1% | NEW | 57.9 |
| 79 |  $INCY | INCYTE CORP | $489,800 | 0.1% | +0% | 77.4 |
| 80 | — | iShares Core MSCI EAFE ETF | $485,875 | 0.1% | +146% | — |
| 81 |  $RL | RALPH LAUREN CORP | $481,242 | 0.1% | NEW | 66.3 |
| 82 |  $VTR | Ventas, Inc. | $478,086 | 0.1% | NEW | 62.5 |
| 83 |  $TPR | TAPESTRY, INC. | $469,896 | 0.1% | NEW | 72.7 |
| 84 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $440,066 | 0.1% | -29% | 64.4 |
| 85 |  $CIEN | CIENA CORP | $428,606 | 0.1% | -41% | 72.9 |
| 86 |  $MLM | MARTIN MARIETTA MATERIALS INC | $422,672 | 0.1% | NEW | 62.9 |
| 87 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $405,251 | 0.1% | NEW | 62.9 |
| 88 | — | iShares MSCI Japan ETF | $388,593 | 0.1% | -27% | — |
| 89 | — | Vanguard S&P 500 ETF | $387,212 | 0.1% | -40% | — |
| 90 | — | iShares Core MSCI Emerging Markets ETF | $351,540 | 0.1% | -30% | — |
| 91 | — | BlackRock Institutional Trust Company N.A. - BTC iShares Core S&P U.S. | $344,685 | 0.1% | -41% | — |
| 92 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Canada E | $323,042 | 0.1% | +322% | — |
| 93 |  $LEA | LEAR CORP | $297,372 | 0.1% | -13% | 53.9 |
| 94 |  $FCX | FREEPORT-MCMORAN INC | $280,381 | 0.1% | NEW | 62 |
| 95 |  $MDT | Medtronic plc | $276,673 | 0.1% | +7% | 68.7 |
| 96 | — | Energy Select Sector SPDR | $242,835 | 0.1% | -32% | — |
| 97 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI France E | $239,154 | 0.1% | +64% | — |
| 98 | — | Utilities Select Sector SPDR | $232,662 | 0.0% | -13% | — |
| 99 |  $FIVE | FIVE BELOW, INC | $229,394 | 0.0% | -20% | 69.5 |
| 100 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $228,642 | 0.0% | -23% | — |
| 101 | — | Materials Select Sector SPDR | $228,463 | 0.0% | -23% | — |
| 102 | — | Financial Select Sector SPDR | $222,214 | 0.0% | -9% | — |
| 103 | — | Consumer Staples Select Sector SPDR | $220,690 | 0.0% | NEW | — |
| 104 |  $AKAM | AKAMAI TECHNOLOGIES INC | $220,282 | 0.0% | NEW | 59.5 |
| 105 | — | Technology Select Sector SPDR | $217,823 | 0.0% | -8% | — |
| 106 | — | Vanguard Real Estate Index Fund ETF | $217,315 | 0.0% | -14% | — |
| 107 |  $AA | Alcoa Corp | $214,445 | 0.0% | NEW | 63.4 |
| 108 | — | Industrial Select Sector SPDR | $213,645 | 0.0% | -22% | — |
| 109 |  $MKSI | MKS INC | $211,885 | 0.0% | +462% | 61.2 |
| 110 |  $FTI | TechnipFMC plc | $210,363 | 0.0% | -7% | — |
| 111 | — | iShares Broad USD High Yield Corporate Bond ETF | $208,220 | 0.0% | NEW | — |
| 112 | — | Consumer Discretionary Select Sector SPDR | $206,081 | 0.0% | -15% | — |
| 113 | — | Health Care Select Sector SPDR | $204,961 | 0.0% | -20% | — |
| 114 | — | Vanguard Communication Services ETF | $202,140 | 0.0% | -20% | — |
| 115 |  $JHG | Janus Henderson Group Ltd. | $201,114 | 0.0% | NEW | — |
| 116 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI China ET | $200,731 | 0.0% | -13% | — |
| 117 |  $WWD | Woodward, Inc. | $190,056 | 0.0% | -20% | 67.3 |
| 118 |  $CRUS | CIRRUS LOGIC, INC. | $189,741 | 0.0% | NEW | 66.8 |
| 119 |  $TKR | TIMKEN CO | $188,569 | 0.0% | NEW | 54.4 |
| 120 |  $LITE | Lumentum Holdings Inc. | $188,340 | 0.0% | -57% | 44.3 |
| 121 |  $KEY | KEYCORP /NEW/ | $188,169 | 0.0% | -14% | 70.8 |
| 122 | — | BlackRock Institutional Trust Company N.A. - iShares MSCI Brazil ETF | $185,769 | 0.0% | NEW | — |
| 123 |  $BC | BRUNSWICK CORP | $183,210 | 0.0% | NEW | 45.7 |
| 124 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Turkey E | $181,462 | 0.0% | NEW | — |
| 125 | — | iShares MSCI Switzerland ETF | $180,841 | 0.0% | +35% | — |
| 126 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $180,622 | 0.0% | NEW | 73.7 |
| 127 |  $BMY | BRISTOL MYERS SQUIBB CO | $180,616 | 0.0% | NEW | 70.4 |
| 128 |  $GS | GOLDMAN SACHS GROUP INC | $178,504 | 0.0% | -73% | 73.5 |
| 129 |  $TFC | TRUIST FINANCIAL CORP | $176,571 | 0.0% | NEW | 76.4 |
| 130 | — | BlackRock Institutional Trust Company N.A. - iShares MSCI Chile ETF | $176,057 | 0.0% | NEW | — |
| 131 |  $GWW | W.W. GRAINGER, INC. | $175,620 | 0.0% | -20% | 61.8 |
| 132 |  $ILMN | ILLUMINA, INC. | $174,906 | 0.0% | -19% | 60.4 |
| 133 | — | Vanguard Intermediate-Term Corporate Bond ETF | $174,023 | 0.0% | NEW | — |
| 134 |  $MTZ | MASTEC INC | $172,774 | 0.0% | NEW | 58.8 |
| 135 |  $RBC | RBC Bearings INC | $172,712 | 0.0% | NEW | 66.8 |
| 136 |  $EW | Edwards Lifesciences Corp | $172,652 | 0.0% | -78% | 69.4 |
| 137 | — | iShares J.P. Morgan USD Emerging Mkts Bond ETF | $172,643 | 0.0% | NEW | — |
| 138 | — | BlackRock Institutional Trust Company N.A. - iShares MSCI Israel ETF | $172,319 | 0.0% | NEW | — |
| 139 |  $FITB | FIFTH THIRD BANCORP | $171,437 | 0.0% | NEW | 63.2 |
| 140 |  $AU | AngloGold Ashanti PLC | $169,017 | 0.0% | -18% | — |
| 141 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $168,510 | 0.0% | -4% | 56.1 |
| 142 |  $RSG | REPUBLIC SERVICES, INC. | $167,550 | 0.0% | -61% | 62.3 |
| 143 | — | iShares MSCI India ETF | $167,406 | 0.0% | NEW | — |
| 144 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $159,411 | 0.0% | NEW | 60.1 |
| 145 |  $ATI | ATI INC | $144,296 | 0.0% | NEW | 63.1 |
| 146 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Australi | $140,632 | 0.0% | +92% | — |
| 147 |  $COHR | COHERENT CORP. | $132,683 | 0.0% | -35% | 58.5 |
| 148 |  $VMI | VALMONT INDUSTRIES INC | $132,657 | 0.0% | NEW | 60.7 |
| 149 | — | iShares MSCI EAFE ETF | $129,377 | 0.0% | -100% | — |
| 150 | — | BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Germany | $128,491 | 0.0% | +26% | — |
New Positions (113)
iShares S&P Small-Cap 600 Value ETF$109.9M
iShares S&P Mid-Cap 400 Growth ETF$104.8M
SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23.2M
iShares 7-10 Year Treasury Bond ETF$12.3M
$ROST ROSS STORES, INC.$1.3M$STX Seagate Technology Holdings plc$1.3M$REGN REGENERON PHARMACEUTICALS, INC.$1.1M$MRK Merck & Co., Inc.$891,349$HAL HALLIBURTON CO$799,607$MCHP MICROCHIP TECHNOLOGY INC$688,290$PEP PEPSICO INC$676,133$STLD STEEL DYNAMICS INC$667,800$AMGN AMGEN INC$655,145$JBHT HUNT J B TRANSPORT SERVICES INC$645,447$PLD Prologis, Inc.$638,165Exited Positions (90)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm
iShares U.S. Technology ETF
iShares U.S. Healthcare ETF
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie
$AZN ASTRAZENECA PLC
$GM General Motors Co
$DDOG Datadog, Inc.
$ULTA Ulta Beauty, Inc.
$FSLR FIRST SOLAR, INC.
$SRE SEMPRA
$LDOS Leidos Holdings, Inc.
$BG Bunge Global SA
$PWR QUANTA SERVICES, INC.
$MS MORGAN STANLEY
$ROK ROCKWELL AUTOMATION, INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for USA Financial Portformulas Corp including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track USA Financial Portformulas Corp's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for USA Financial Portformulas Corp and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: USA Financial Portformulas Corp
13F Pro is an AI hedge fund tracker and stock research platform. For USA Financial Portformulas Corp (SEC CIK: 1633716), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in USA Financial Portformulas Corp's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.