USA FINANCIAL FORMULAS Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$605.7M

Holdings

274

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (274 positions)

#StockSharesValue% PortfolioType
101
XLKTechnology Select Sector SPDR
1,623$335K0.06%
102
USFDUS Foods Holding Corp
5,050$330K0.05%
103
VOXVanguard Communication Services ETF
2,210$327K0.05%
104
XLYConsumer Discretionary Select Sector SPDR
1,632$322K0.05%
105
SLMSLM Corp.
10,746$315K0.05%
106
WHWyndham Hotels & Resorts Inc
3,469$313K0.05%
107
BYDBoyd Gaming Corp.
4,699$309K0.05%
108
WMWaste Management, Inc.
1,294$299K0.05%
109
SSNCSS&C Technologies Holdings Inc
3,522$294K0.05%
110
SPOTSpotify Technology S.A.
528$290K0.05%
111
GGenpact Ltd
5,468$275K0.05%
112
LOWLowe`s Cos., Inc.
1,168$272K0.04%
113
EQHEquitable Holdings Inc
5,141$267K0.04%
114
KOCoca-Cola Co
3,659$262K0.04%
115
RRyder System, Inc.
1,747$251K0.04%
116
VRSNVerisign Inc.
979$248K0.04%
117
BRK/BBerkshire Hathaway Inc. - Ordinary Shares - Class B
454$241K0.04%
118
PNWPinnacle West Capital Corp.
2,508$238K0.04%
119
DAYDayforce Inc
4,086$238K0.04%
120
JNJJohnson & Johnson
1,434$237K0.04%
121
JCIJohnson Controls International plc - Registered Shares
2,931$234K0.04%
122
CAHCardinal Health, Inc.
1,679$231K0.04%
123
MTBM & T Bank Corp
1,288$230K0.04%
124
CMECME Group Inc - Ordinary Shares - Class A
866$229K0.04%
125
IBMInternational Business Machines Corp.
913$227K0.04%
126
TFCTruist Financial Corporation
5,500$226K0.04%
127
JPMJPMorgan Chase & Co.
918$225K0.04%
128
LINLinde Plc.
483$224K0.04%
129
ADPAutomatic Data Processing Inc.
734$224K0.04%
130
FITBFifth Third Bancorp
5,715$224K0.04%
131
MCXMcCormick & Co., Inc. - Ordinary Shares (Non Voting)
2,718$223K0.04%
132
JLLJones Lang Lasalle Inc.
894$221K0.04%
133
DOXAmdocs Ltd
2,426$221K0.04%
134
HBANHuntington Bancshares, Inc.
14,783$221K0.04%
135
PNCPNC Financial Services Group Inc
1,260$221K0.04%
136
BLKBlackrock Inc.
233$220K0.04%
137
ECLEcolab, Inc.
868$220K0.04%
138
BRBroadridge Financial Solutions, Inc.
908$220K0.04%
139
EWHiShares MSCI Hong Kong ETF
12,582$220K0.04%
140
AFLAflac Inc.
1,977$219K0.04%
141
VEUVanguard FTSE All-World ex-US ETF
3,585$217K0.04%
142
EFAiShares MSCI EAFE ETF
2,648$216K0.04%
143
FASTFastenal Co.
2,768$214K0.04%
144
CRMSalesforce Inc
799$214K0.04%
145
VWOVanguard FTSE Emerging Markets ETF
4,714$213K0.04%
146
PGProcter & Gamble Co.
1,253$213K0.04%
147
VSSVanguard FTSE All-World Ex-US Small Capital Index
1,838$212K0.04%
148
SHWSherwin-Williams Co.
601$209K0.03%
149
CINFCincinnati Financial Corp.
1,418$209K0.03%
150
GSGoldman Sachs Group, Inc.
381$208K0.03%
151
EPPBlackRock Institutional Trust Company N.A. - BTC iShares MSCI Pacific
4,731$208K0.03%
152
EDConsolidated Edison, Inc.
1,806$199K0.03%
153
NUENucor Corp.
1,645$197K0.03%
154
NEENextEra Energy Inc
2,778$196K0.03%
155
FDSFactset Research Systems Inc.
428$194K0.03%
156
MSIMotorola Solutions Inc
445$194K0.03%
157
A4SAmeriprise Financial Inc
399$193K0.03%
158
BDXBecton Dickinson & Co.
843$193K0.03%
159
ACGLArch Capital Group Ltd
2,003$192K0.03%
160
PGRProgressive Corp.
670$189K0.03%
161
EMREmerson Electric Co.
1,657$181K0.03%
162
SYYSysco Corp.
2,401$180K0.03%
163
PNRPentair plc
2,053$179K0.03%
164
CATCaterpillar Inc.
530$174K0.03%
165
AVYAvery Dennison Corp.
945$168K0.03%
166
TROWT. Rowe Price Group Inc.
1,823$167K0.03%
167
GWWW.W. Grainger Inc.
168$165K0.03%
168
DYHTarget Corp
1,444$150K0.02%
169
EXLSExlService Holdings Inc
2,456$115K0.02%
170
IDIInterdigital Inc
560$115K0.02%
171
HURNHuron Consulting Group Inc
795$114K0.02%
172
CCBCoastal Financial Corp
1,254$113K0.02%
173
SNEXStoneX Group Inc
1,431$109K0.02%
174
CHEFChefs` Warehouse Inc
1,942$105K0.02%
175
OTTROtter Tail Corporation
1,202$96K0.02%
176
WCNWaste Connections Inc
489$95K0.02%
177
TXNMTXNM Energy Inc.
1,763$94K0.02%
178
INODInnodata Inc
2,533$90K0.01%
179
ATGEAdtalem Global Education Inc
888$89K0.01%
180
GGGGraco Inc.
1,057$88K0.01%
181
PORPortland General Electric Co
1,994$88K0.01%
182
DCIDonaldson Co. Inc.
1,269$85K0.01%
183
FELEFranklin Electric Co., Inc.
900$84K0.01%
184
UTIUniversal Technical Institute Inc
3,264$83K0.01%
185
WABWestinghouse Air Brake Technologies Corp
457$82K0.01%
186
LRNStride Inc
647$81K0.01%
187
HDHome Depot, Inc.
218$79K0.01%
188
PPGPPG Industries, Inc.
729$79K0.01%
189
AMEAmetek Inc
464$79K0.01%
190
APHAmphenol Corp. - Ordinary Shares - Class A
1,218$79K0.01%
191
TPBTurning Point Brands Inc
1,309$77K0.01%
192
ACMAECOM
821$76K0.01%
193
LENLennar Corp. - Ordinary Shares - Class A
644$73K0.01%
194
TGTXTG Therapeutics Inc
1,436$56K0.01%
195
07WAMr. Cooper Group Inc
462$55K0.01%
196
PLMRPalomar Holdings Inc
398$54K0.01%
197
VIAVViavi Solutions Inc
4,709$52K0.01%
198
FW2NBanner Corp.
805$51K0.01%
199
AUPHAurinia Pharmaceuticals Inc
6,231$50K0.01%
200
ESQEsquire Financial Holdings Inc
670$50K0.01%
PreviousPage 2 of 3Next