1y return+15.6%S&P 500 +20.9%
3y return+44.3%S&P 500 +68.5%
5y return+35.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $180 against $280 in the S&P 500.2
Csenge Advisory GroupS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $132.6M | 5.4% | |
| RSPInvesco Exchange Traded Fd T | $123.0M | 5.0% | −4.9% |
| FTSMFirst Tr Exchange-traded Fd | $113.6M | 4.6% | |
| QQQInvesco Qqq Tr | $94.1M | 3.8% | −3.0% |
| RDVYFirst Tr Exchange Traded Fd | $86.5M | 3.5% | +1.8% |
| FDLFirst Tr Exchange-traded Fd | $84.1M | 3.4% | +10.1% |
| AAPLApple Inc | $47.1M | 1.9% | +2.7% |
| LMBSFirst Tr Exchange-traded Fd | $44.9M | 1.8% | +8.2% |
| FSIGFirst Tr Exchange-traded Fd | $40.2M | 1.6% | +1.4% |
| UCONFirst Tr Exchng Traded Fd Vi | $38.0M | 1.5% | +2.6% |
| LVHILegg Mason Etf Invt | $32.0M | 1.3% | +3.5% |
| IVWIshares Tr | $31.3M | 1.3% | −1.2% |
| DVOLFirst Tr Exchange Traded Fd | $30.9M | 1.3% | +24.4% |
| SCHXSchwab Strategic Tr | $30.6M | 1.2% | −7.8% |
| SDVYFirst Tr Exchange Traded Fd | $28.1M | 1.1% | +254.9% |
| FTGCFirst Tr Exchange Trad Fd Vi | $24.4M | 1.0% | +5.7% |
| NVDANvidia Corporation | $24.3M | 1.0% | +4.1% |
| IVVIshares Tr | $24.1M | 1.0% | +40.0% |
| EFAIshares Tr | $22.5M | 0.9% | +26.4% |
| GLDSpdr Gold Tr | $21.7M | 0.9% | +14.5% |
| GOOGLAlphabet Inc | $20.9M | 0.8% | +7.2% |
| MSFTMicrosoft Corp | $20.7M | 0.8% | −1.1% |
| SMHVaneck Etf Trust | $17.7M | 0.7% | +3.6% |
| HEFAIshares Tr | $16.8M | 0.7% | +1.3% |
| AMZNAmazon Com Inc | $15.4M | 0.6% | +2.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $24.3M |
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $17.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $20.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $14.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $47.1M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $94.1M |
| TSLATesla Inc | September 30, 2020 | +194.1% | $10.7M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $31.3M |
| RDVYFirst Tr Exchange Traded Fd | June 30, 2020 | +162.8% | $86.5M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $10.7M |
Sold off last quarter
- FEMBFirst Tr Exch Traded Fd III was $11.3M
- KBWBInvesco Exch Traded Fd Tr II was $6.3M
- GDXVaneck Etf Trust was $4.0M
- FLCHFranklin Templeton Etf Tr was $2.8M
- ZSEPInnovator Etfs Trust was $2.3M
- CALMCal Maine Foods Inc was $1.8M
- CDECoeur Mng Inc was $1.7M
- APOCInnovator Etfs Trust was $1.7M
- EMNEastman Chem Co was $1.3M
- SIXOAim Etf Products Trust was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Csenge Advisory Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1715593&type=13F-HR&dateb=&owner=include&count=40CIK 1715593
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1715593/000171559326000003/Filed August 10, 2026 · accession 0001715593-26-000003