Usa Financial Portformulas Corp Incresed Positions in Q3 2025

Usa Financial Portformulas Corp

  • $554 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
87.8K
+ 284.41%
$620.67 - $670.08 $54.5M - $58.9M
119K $79.5M
BK
Bank Of New York Mellon Corp

Financial Services
16K
+ 10831.76%
$90.65 - $109.75 $1.45M - $1.76M
16.2K $1.76M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.6K
+ 514.9%
$66.38 - $71.68 $773K - $835K
13.9K $992K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.7K
+ 497.29%
$133.48 - $144.38 $761K - $823K
6.85K $975K
IWM
Ishares Russell 2000 ETF

ETFs
2.98K
+ 18631.25%
$214.92 - $244.84 $641K - $730K
3K $725K
JNJ
Johnson & Johnson

Healthcare
3.03K
+ 177.41%
$155.17 - $185.42 $470K - $562K
4.74K $879K
EBAY
Ebay Inc

Consumer Cyclical
5.33K
+ 3062.64%
$75.33 - $100.77 $401K - $537K
5.5K $500K
BAC
Bank Of America Corp

Financial Services
8.57K
+ 2924.57%
$44.92 - $52.42 $385K - $449K
8.86K $457K
POR
Portland General Electric CO

Utilities
5.56K
+ 287.18%
$39.73 - $44.0 $221K - $245K
7.49K $329K
TIGO
Millicom International Cellular Sa

Communication Services
4.57K
+ 569.24%
$37.04 - $50.28 $169K - $230K
5.37K $260K
COOP
Mr. Cooper Group Inc.

Financial Services
577
+ 65.35%
$143.29 - $220.9 $82.7K - $127K
1.46K $307K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.17K
+ 21.85%
$53.48 - $56.56 $116K - $123K
12.1K $684K
EVRG
Evergy, Inc.

Utilities
640
+ 6.1%
$67.73 - $76.02 $43.3K - $48.7K
11.1K $846K
CNP
Centerpoint Energy Inc

Utilities
1.54K
+ 6.3%
$35.77 - $39.16 $55.2K - $60.5K
26.1K $1.01M
ROL
Rollins Inc

Consumer Cyclical
1.4K
+ 12.26%
$55.05 - $58.74 $77.1K - $82.3K
12.8K $753K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
225
+ 15.68%
$43.07 - $91.37 $9.69K - $20.6K
1.66K $151K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
1.08K
+ 21.06%
$52.35 - $58.64 $56.5K - $63.3K
6.21K $356K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.5K
+ 24.66%
$42.79 - $45.73 $64.1K - $68.5K
7.58K $339K
PSMT
Pricesmart Inc

Consumer Defensive
482
+ 95.45%
$102.01 - $122.66 $49.2K - $59.1K
987 $119K
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
1.86K
+ 22.54%
$31.43 - $33.21 $58.4K - $61.7K
10.1K $334K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
2.5K
+ 254.73%
$19.02 - $28.4 $47.6K - $71.1K
3.49K $87K
OSIS
Osi Systems Inc

Technology
204
+ 82.93%
$208.12 - $249.24 $42.5K - $50.8K
450 $112K
DAN
Dana Inc

Consumer Cyclical
2.47K
+ 157.2%
$15.37 - $21.25 $37.9K - $52.4K
4.04K $80K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
1.18K
+ 196.35%
$42.9 - $46.83 $50.7K - $55.4K
1.78K $76K
AMAT
Applied Materials Inc

Technology
31
+ 36.9%
$156.25 - $204.95 $4.84K - $6.35K
115 $23K
AVY
Avery Dennison Corp

Industrials
131
+ 12.32%
$158.71 - $184.63 $20.8K - $24.2K
1.19K $193K
UNP
Union Pacific Corp

Industrials
24
+ 40.68%
$214.91 - $237.16 $5.16K - $5.69K
83 $19K
NOW
Service Now, Inc.

Technology
8
+ 66.67%
$850.86 - $1044.69 $6.81K - $8.36K
20 $18K
VZ
Verizon Communications Inc

Communication Services
113
+ 37.79%
$40.84 - $45.06 $4.61K - $5.09K
412 $18K
CL
Colgate Palmolive CO

Consumer Defensive
72
+ 51.43%
$79.36 - $93.33 $5.71K - $6.72K
212 $16K
Linde Plc.
364
+ 63.64%
N/A
936 $0
Labcorp Holdings Inc.
59
+ 2.25%
N/A
2.68K $0
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.14%
$103.65 - $119.07 $104 - $119
699 $73K
GRPN
Groupon, Inc.

Communication Services
102
+ 6.01%
$21.91 - $37.13 $2.23K - $3.79K
1.8K $42K
Activity Summary
Buys All Purchases 138 New Holdings 103 Increased Positions 35 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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