StockDriftsStockDriftsTop 50 Csenge Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.39% | 177.6K | $132.6M | +0.26%(+467) | $332.92(+132.89%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5% | 578.3K | $123.0M | -4.88%(-29.68K) | $135.49(+63.67%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4.62% | 1.90M | $113.6M | +0.32%(+6.01K) | $59.80(+0.09%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.83% | 127.7K | $94.1M | -3.02%(-3.98K) | $213.34(+243.35%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.52% | 1.07M | $86.5M | +1.79%(+18.75K) | $49.33(+69.47%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.42% | 1.73M | $84.1M | +10.06%(+158.04K) | $37.42(+41.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.91% | 162.7K | $47.1M | +2.71%(+4.29K) | $126.77(+140.89%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.83% | 901.8K | $44.9M | +8.20%(+68.32K) | $49.30(+0.78%) | 2026-06-30 | |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 1.64% | 2.13M | $40.2M | +1.39%(+29.33K) | $18.79(+0.30%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 1.55% | 1.53M | $38.0M | +2.58%(+38.50K) | $24.75(-0.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.51% | +6.43% | +36.53% |
| Top 20 Holdings Unweighted | +11.90% | +40.12% | +5.62% | +31.42% |
Csenge Advisory Group reports $2.47B in US-listed equity holdings across 760 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.4%), RSP (5.0%) and FTSM (4.6%). The top 20 holdings account for 43.68% of reported assets. Its disclosed equity book has returned +44.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Csenge Advisory Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1715593). View Csenge Advisory Group’s 13F filings on SEC