CSENGE ADVISORY GROUP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMCI | 6K | $263.81K |
 | COST | 5K | $5.09M |
 | UNM | 5K | $425.83K |
 | PYPL | 5K | $366.82K |
 | FOXA | 5K | $340.09K |
 | FNF | 5K | $309.10K |
 | AXP | 5K | $1.68M |
 | MSTR | 5K | $1.61M |
 | CVLT | 5K | $933.14K |
 | PEG | 5K | $395.99K |
 | COP | 5K | $440.95K |
 | TSM | 5K | $1.28M |
 | CAT | 4K | $2.14M |
 | CRH | 4K | $530.75K |
 | AIT | 4K | $1.14M |
 | MRVL | 4K | $347.79K |
 | ORLY | 4K | $442.54K |
 | TD | 4K | $327.24K |
 | CRWD | 4K | $2.00M |
 | OMF | 4K | $229.88K |
Super Micro Computer, Inc.
SMCI
Shares Held
6K
Value
$263.81K
Costco Wholesale Corporation
COST
Shares Held
5K
Value
$5.09M
Unum Group
UNM
Shares Held
5K
Value
$425.83K
PayPal Holdings, Inc.
PYPL
Shares Held
5K
Value
$366.82K
Fox Corporation
FOXA
Shares Held
5K
Value
$340.09K
Fidelity National Financial, Inc.
FNF
Shares Held
5K
Value
$309.10K
American Express Company
AXP
Shares Held
5K
Value
$1.68M
MicroStrategy Incorporated
MSTR
Shares Held
5K
Value
$1.61M
Commvault Systems, Inc.
CVLT
Shares Held
5K
Value
$933.14K
Public Service Enterprise Group Incorporated
PEG
Shares Held
5K
Value
$395.99K
ConocoPhillips
COP
Shares Held
5K
Value
$440.95K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5K
Value
$1.28M
Caterpillar Inc.
CAT
Shares Held
4K
Value
$2.14M
CRH plc
CRH
Shares Held
4K
Value
$530.75K
Applied Industrial Technologies, Inc.
AIT
Shares Held
4K
Value
$1.14M
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$347.79K
O'Reilly Automotive, Inc.
ORLY
Shares Held
4K
Value
$442.54K
The Toronto-Dominion Bank
TD
Shares Held
4K
Value
$327.24K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
4K
Value
$2.00M
OneMain Holdings, Inc.
OMF
Shares Held
4K
Value
$229.88K