Csenge-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "AX",
  "KTOS",
  null,
  null,
  "MOS",
  "RF",
  "MU",
  null,
  "FNDF",
  null,
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "AROC",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CLS",
  null,
  "AIT",
  "ARCC",
  "BSX",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "COF",
  "CMI",
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  "PAGP",
  null,
  "RGTI",
  "PSEC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EOG",
  null,
  null,
  null,
  null,
  "AG",
  "MMYT",
  null,
  null,
  "FGB",
  "FCX",
  null,
  "BFC",
  "FITB",
  null,
  "GD",
  null,
  null,
  null,
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "FE",
  "FFC",
  "GERN",
  "UNP",
  "QCOM",
  null,
  "GNT",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  "HWM",
  "AMAT",
  null,
  "BKNG",
  null,
  null,
  "IFN",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "MVST",
  null,
  null,
  "IVW",
  "PAHC",
  "PDM",
  "IJH",
  null,
  null,
  null,
  null,
  "SR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MGF",
  null,
  "KMI",
  null,
  null,
  "IWS",
  null,
  null,
  "LIN",
  "OPK",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  "DRS",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MAA",
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "EQT",
  null,
  null,
  "FIS",
  null,
  "FTV",
  "GAB",
  "GE",
  "GPC",
  null,
  "NI",
  "HEI",
  "HIG",
  "NVS",
  null,
  null,
  null,
  "OMC",
  null,
  "ADM",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "MMU",
  null,
  "VHT",
  null,
  "IRT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "PBR",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  null,
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MPW",
  "AMGN",
  null,
  "MSTR",
  "PARA",
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "SCHW",
  "ACWV",
  "VWO",
  "JBL",
  "VSS",
  null,
  "ACHR",
  "KYN",
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "EME",
  "VIG",
  "RNST",
  null,
  null,
  "TSCO",
  null,
  "IWO",
  "XLB",
  "GDDY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "FSK",
  "AHR",
  "VRTX",
  null,
  "TT",
  "HWC",
  "MTG",
  "ONB",
  "UGI",
  "ATO",
  "AON",
  "SFM",
  "ACGL",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "WSO",
  "IP",
  "F",
  "DECK",
  "WEC",
  "AJG",
  "WM",
  "IWR",
  "AIZ",
  "AEP",
  "DORM",
  "ES",
  "IDCC",
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  null,
  null,
  null,
  null,
  null,
  "UCB",
  "BBCA",
  null,
  null,
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "MGK",
  null,
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "VHC",
  "V",
  "VST",
  "WMT",
  "WFC",
  null,
  "WMB",
  null,
  null,
  null,
  "XEL",
  null,
  null,
  null,
  "DTE",
  null,
  "FNF",
  "G",
  "FOXA",
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  null,
  "NOK",
  null,
  "NXPI",
  "MFC",
  "NZF",
  null,
  "SO",
  null,
  null,
  "PSX",
  "PLNT",
  "CRM",
  "RVTY",
  null,
  "RDDT",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "NVT",
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  "NTAP",
  null,
  "SYF",
  "NRG",
  null,
  null,
  "EG",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "BA",
  "BMY",
  "BLDR",
  "CACI",
  "BFLY",
  "CADE",
  "BXP",
  "CALM",
  "CDNS",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "CW",
  "DHR",
  "DE",
  null,
  "DFAC",
  "DFS",
  "DOCU",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 662
Total Value: 1763207967
Accession Number: 0001085146-25-002596
Form Type: 13F-HR
CIK: csenge-advisory-group
Manager Name: Csenge-Advisory-Group

Data Enrichment

63% identified

419 identified243 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

662 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 34

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922908736

VUG|922908736

Shares:23.4K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.8B)

33733E203

Shares:54.0K

Value:$8.2M

% of Portfolio:0.5% ($8.2M/$1.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.4K

Value:$7.5M

% of Portfolio:0.4% ($7.5M/$1.8B)

97717W281

Shares:155.8K

Value:$7.4M

% of Portfolio:0.4% ($7.4M/$1.8B)

464288679

Shares:65.8K

Value:$7.3M

% of Portfolio:0.4% ($7.3M/$1.8B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:17.9K

Value:$7.0M

% of Portfolio:0.4% ($7.0M/$1.8B)

72201R775

Shares:75.8K

Value:$6.9M

% of Portfolio:0.4% ($6.9M/$1.8B)

92189F676

Shares:34.9K

Value:$6.7M

% of Portfolio:0.4% ($6.7M/$1.8B)

09290C103

Shares:145.5K

Value:$6.7M

% of Portfolio:0.4% ($6.7M/$1.8B)

Tesla, Inc.

TSLA|88160R101

Shares:27.0K

Value:$6.5M

% of Portfolio:0.4% ($6.5M/$1.8B)

97717W760

Shares:97.0K

Value:$6.4M

% of Portfolio:0.4% ($6.4M/$1.8B)

921908844

VIG|921908844

Shares:33.9K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.8B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.2K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.8B)

46138E628

Shares:107.6K

Value:$6.1M

% of Portfolio:0.3% ($6.1M/$1.8B)

46429B697

USMV|46429B697

Shares:67.6K

Value:$6.1M

% of Portfolio:0.3% ($6.1M/$1.8B)

92203J407

BNDX|92203J407

Shares:122.0K

Value:$6.0M

% of Portfolio:0.3% ($6.0M/$1.8B)

78464A854

SPLG|78464A854

Shares:96.1K

Value:$5.9M

% of Portfolio:0.3% ($5.9M/$1.8B)

HOME DEPOT, INC.

HD|437076102

Shares:16.5K

Value:$5.9M

% of Portfolio:0.3% ($5.9M/$1.8B)

LOWES COMPANIES INC

LOW|548661107

Shares:26.6K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.8B)

46432F396

MTUM|46432F396

Shares:29.0K

Value:$5.7M

% of Portfolio:0.3% ($5.7M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	23.4K	QoQ -3.35% (-811) YoY -7.09% (-1.8K)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.8B)	QoQ -17.07% (-$1.7M) YoY -4.95% (-$429.8K)
(cusip33733E203)✕	54.0K	QoQ +4.45% (-2.3K) YoY +188.60% (+35.3K)	All Managers (Combined)	$8.2M	0.5% ($8.2M/$1.8B)	QoQ -4.32% (-$372.0K) YoY +185.74% (+$5.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.4K	QoQ -1.42% (-209) YoY +19.57% (+2.4K)	All Managers (Combined)	$7.5M	0.4% ($7.5M/$1.8B)	QoQ +12.69% (-$842.7K) YoY +47.35% (+$2.4M)
(cusip97717W281)✕	155.8K	QoQ -1.84% (-2.9K) YoY -21.97% (-43.9K)	All Managers (Combined)	$7.4M	0.4% ($7.4M/$1.8B)	QoQ -4.79% (-$372.0K) YoY -27.20% (-$2.8M)
(cusip464288679)✕	65.8K	QoQ NEW(+65.8K) YoY +2852.10% (+63.5K)	All Managers (Combined)	$7.3M	0.4% ($7.3M/$1.8B)	QoQ NEW(+$7.3M) YoY +2846.76% (+$7.0M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	17.9K	QoQ +390.09% (+14.2K) YoY +347.28% (+13.9K)	All Managers (Combined)	$7.0M	0.4% ($7.0M/$1.8B)	QoQ +350.82% (+$5.4M) YoY +340.05% (+$5.4M)
(cusip72201R775)✕	75.8K	QoQ -2.50% (-2.0K) YoY -17.17% (-15.7K)	All Managers (Combined)	$6.9M	0.4% ($6.9M/$1.8B)	QoQ -2.20% (-$155.1K) YoY -18.21% (-$1.5M)
(cusip92189F676)✕	34.9K	QoQ +3.15% (-1.1K) YoY +41.84% (+10.3K)	All Managers (Combined)	$6.7M	0.4% ($6.7M/$1.8B)	QoQ -17.99% (-$1.5M) YoY +21.38% (+$1.2M)
(cusip09290C103)✕	145.5K	QoQ +14.00% (+17.9K) YoY +71.06% (+60.4K)	All Managers (Combined)	$6.7M	0.4% ($6.7M/$1.8B)	QoQ +2.17% (+$142.2K) YoY +76.95% (+$2.9M)
Tesla, Inc.(TSLAcusip88160R101)	27.0K	QoQ +18.50% (-4.2K) YoY +15.13% (+3.6K)	All Managers (Combined)	$6.5M	0.4% ($6.5M/$1.8B)	QoQ -29.17% (-$2.7M) YoY +58.08% (+$2.4M)
(cusip97717W760)✕	97.0K	QoQ -13.01% (-14.5K) YoY -51.65% (-103.7K)	All Managers (Combined)	$6.4M	0.4% ($6.4M/$1.8B)	QoQ -8.44% (-$593.1K) YoY -50.88% (-$6.7M)
(VIGcusip921908844)	33.9K	QoQ +0.25% (-85) YoY +4.61% (+1.5K)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.8B)	QoQ -5.87% (-$389.2K) YoY +5.33% (+$315.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.2K	QoQ +6.59% (+385) YoY -13.19% (-946)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.8B)	QoQ +15.71% (+$840.1K) YoY +17.83% (-$936.5K)
(cusip46138E628)✕	107.6K	QoQ NEW(+107.6K) YoY NEW(+107.6K)	All Managers (Combined)	$6.1M	0.3% ($6.1M/$1.8B)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
(USMVcusip46429B697)	67.6K	QoQ +2.87% (+1.9K) YoY -0.58% (-395)	All Managers (Combined)	$6.1M	0.3% ($6.1M/$1.8B)	QoQ +4.31% (+$252.0K) YoY +7.10% (-$403.7K)
(BNDXcusip92203J407)	122.0K	QoQ -0.69% (-857) YoY -0.43% (-537)	All Managers (Combined)	$6.0M	0.3% ($6.0M/$1.8B)	QoQ -0.27% (-$16.4K) YoY -0.29% (-$17.9K)
(SPLGcusip78464A854)	96.1K	QoQ -26.87% (-35.3K) YoY -54.92% (-117.1K)	All Managers (Combined)	$5.9M	0.3% ($5.9M/$1.8B)	QoQ -34.32% (-$3.1M) YoY -54.64% (-$7.2M)
HOME DEPOT, INC.(HDcusip437076102)	16.5K	QoQ +9.08% (-1.4K) YoY -14.08% (-2.7K)	All Managers (Combined)	$5.9M	0.3% ($5.9M/$1.8B)	QoQ -0.43% (-$25.7K) YoY -20.47% (-$1.5M)
LOWES COMPANIES INC(LOWcusip548661107)	26.6K	QoQ -0.89% (-241) YoY -3.60% (-994)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.8B)	QoQ -12.06% (-$798.0K) YoY -17.12% (-$1.2M)
(MTUMcusip46432F396)	29.0K	QoQ +4.84% (-1.3K) YoY +30.03% (+6.7K)	All Managers (Combined)	$5.7M	0.3% ($5.7M/$1.8B)	QoQ -1.01% (-$57.9K) YoY +35.58% (+$1.5M)