Usa Financial Portformulas Corp Purchases in Q2 2025

Usa Financial Portformulas Corp

  • $573 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
694
+ 20.07%
$479.92 - $590.74 $333K - $410K
4.15K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
793
+ 174.67%
$483.48 - $539.8 $383K - $428K
1.25K $605K
EVRG
Evergy, Inc.

Utilities
5.22K
+ 98.69%
$64.06 - $69.64 $334K - $363K
10.5K $723K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.79K
+ 1.53%
$91.43 - $91.74 $346K - $348K
252K $23.1M
ATO
Atmos Energy Corp

Utilities
2.1K
+ 40.05%
$145.06 - $162.66 $304K - $341K
7.33K $1.13M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
5.13K
New
$38.95 - $53.59 $200K - $275K
5.13K $274K
RGLD
Royal Gold Inc

Basic Materials
1.52K
New
$155.48 - $186.71 $237K - $285K
1.52K $271K
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
8.25K
New
$27.54 - $33.32 $227K - $275K
8.25K $269K
LPLA
Lpl Financial Holdings Inc.

Financial Services
716
New
$283.31 - $388.96 $203K - $278K
716 $268K
WEC
Wec Energy Group, Inc.

Utilities
2.57K
New
$102.24 - $109.76 $263K - $282K
2.57K $267K
UL
Unilever PLC

Consumer Defensive
4.33K
New
$57.9 - $65.43 $250K - $283K
4.33K $264K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
6.08K
New
$37.73 - $43.54 $229K - $265K
6.08K $262K
AXS
Axis Capital Holdings LTD

Financial Services
2.49K
New
$87.23 - $106.93 $217K - $266K
2.49K $258K
EHC
Encompass Health Corp

Healthcare
2.1K
New
$96.12 - $122.63 $202K - $258K
2.1K $257K
WCN
Waste Connections, Inc.

Industrials
1.37K
+ 279.75%
$183.26 - $199.95 $251K - $274K
1.86K $346K
SPGI
S&P Global Inc.

Financial Services
475
New
$438.31 - $527.29 $208K - $250K
475 $250K
CVNA
Carvana Co.

Consumer Cyclical
737
New
$162.57 - $345.64 $120K - $255K
737 $248K
ALL
Allstate Corp

Financial Services
1.23K
New
$180.53 - $212.64 $222K - $261K
1.23K $247K
MSCI
Msci Inc.

Financial Services
426
New
$506.56 - $576.74 $216K - $246K
426 $245K
MSFT
Microsoft Corp

Technology
484
New
$354.56 - $497.45 $172K - $241K
484 $240K
VICI
Vici Properties Inc.

Real Estate
7.37K
New
$29.41 - $32.97 $217K - $243K
7.37K $240K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.2K
New
$107.83 - $119.94 $238K - $264K
2.2K $237K
VIRT
Virtu Financial, Inc.

Financial Services
4.93K
+ 581.37%
$32.82 - $44.79 $162K - $221K
5.78K $258K
OKTA
Okta, Inc.

Technology
2.07K
New
$91.24 - $127.3 $189K - $264K
2.07K $207K
VEEV
Veeva Systems Inc

Healthcare
669
New
$209.39 - $289.94 $140K - $194K
669 $192K
GWW
W.W. Grainger, Inc.

Industrials
173
+ 102.98%
$919.93 - $1101.66 $159K - $191K
341 $354K
IDA
Idacorp Inc

Utilities
1.64K
New
$111.01 - $119.72 $183K - $197K
1.64K $189K
ACI
Albertsons Companies, Inc.

Consumer Defensive
8.77K
New
$19.94 - $22.91 $175K - $201K
8.77K $188K
THG
Hanover Insurance Group, Inc.

Financial Services
1.08K
New
$150.66 - $178.04 $163K - $192K
1.08K $183K
GD
General Dynamics Corp

Industrials
598
New
$247.68 - $291.66 $148K - $174K
598 $174K
DOV
Dover Corp

Industrials
907
+ 18140.0%
$151.14 - $186.7 $137K - $169K
912 $167K
NDSN
Nordson Corp

Industrials
752
New
$167.51 - $223.5 $126K - $168K
752 $161K
EWJ
Ishares Msci Japan ETF

ETFs
1.97K
New
$61.32 - $75.28 $121K - $148K
1.97K $147K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
5.58K
New
$10.88 - $23.17 $60.7K - $129K
5.58K $128K
RDVT
Red Violet, Inc.

Technology
2.47K
New
$34.9 - $50.36 $86.1K - $124K
2.47K $121K
URBN
Urban Outfitters Inc

Consumer Cyclical
1.61K
New
$43.24 - $75.26 $69.5K - $121K
1.61K $116K
LINC
Lincoln Educational Services Corp

Consumer Defensive
4.95K
New
$15.32 - $23.8 $75.8K - $118K
4.95K $114K
VOX
Vanguard Communication Service

ETFs
303
+ 13.71%
$133.12 - $171.03 $40.3K - $51.8K
2.51K $429K
KR
Kroger CO

Consumer Defensive
646
+ 5.02%
$64.62 - $74.0 $41.7K - $47.8K
13.5K $968K
XLK
Technology Sector Spdr

ETFs
70
+ 4.31%
$179.73 - $253.23 $12.6K - $17.7K
1.69K $428K
XLY
Select Sector Spdr Consumer Di

ETFs
260
+ 15.93%
$176.34 - $218.59 $45.8K - $56.8K
1.89K $411K
D
Dominion Energy, Inc

Utilities
1.61K
New
$49.66 - $58.0 $79.9K - $93.3K
1.61K $90K
EAT
Brinker International, Inc

Consumer Cyclical
493
New
$128.68 - $181.78 $63.4K - $89.6K
493 $88K
COOP
Mr. Cooper Group Inc.

Financial Services
421
+ 91.13%
$107.26 - $155.96 $45.2K - $65.7K
883 $131K
GOGO
Gogo Inc.

Communication Services
5.18K
New
$6.62 - $14.79 $34.3K - $76.7K
5.18K $76K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
668
+ 99.7%
$71.62 - $94.66 $47.8K - $63.2K
1.34K $126K
XLI
Industrial Sector Spdr

ETFs
192
+ 7.15%
$116.42 - $147.52 $22.4K - $28.3K
2.88K $424K
CME
Cme Group Inc.

Financial Services
232
+ 26.79%
$252.37 - $290.71 $58.5K - $67.4K
1.1K $302K
XLF
Financial Sector Spdr

ETFs
944
+ 13.19%
$43.92 - $52.37 $41.5K - $49.4K
8.1K $424K
Activity Summary
Buys All Purchases 163 New Holdings 98 Increased Positions 65 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Usa Financial Portformulas Corp Portfolio

Follow Usa Financial Portformulas Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Usa Financial Portformulas Corp, based on Form 13F filings with the SEC.

News

Stay updated on Usa Financial Portformulas Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email