OmniStar Financial Group, Inc.

CIK: 0001698777Latest portfolio: $170.6M · Q4 2025

Holdings

98

Total Value

$170.6M

New Positions

6

Closed Positions

21

#StockSharesValue% PortfolioChangeType
1
GQ9SPDR GOLD TR
34,988$13.9M8.13%-3,865
2
CTASIMPLIFY EXCHANGE TRADED FUN
377,029$10.3M6.02%+73K
3
SPYSPDR S&P 500 ETF TR
13,515$9.2M5.40%+2K
4
FBNDFIDELITY MERRIMACK STR TR
163,757$7.5M4.42%+6K
5
AAPLAPPLE INC
26,795$7.3M4.27%+2K
6
JNJJOHNSON & JOHNSON
25,169$5.2M3.05%+2K
7
GILDGILEAD SCIENCES INC
33,852$4.2M2.44%+3K
8
BACBANK AMERICA CORP
65,709$3.6M2.12%+6K
9
WMWASTE MGMT INC DEL
15,903$3.5M2.05%+2K
10
CSCOCISCO SYS INC
44,890$3.5M2.03%+5K
11
KOCOCA COLA CO
47,964$3.4M1.97%+6K
12
AVEMAMERICAN CENTY ETF TR
42,178$3.2M1.90%+1K
13
JBNDJ P MORGAN EXCHANGE TRADED F
55,537$3.0M1.76%+2K
14
UPSUNITED PARCEL SERVICE INC
29,915$3.0M1.74%+22K
15
PYLDPIMCO ETF TR
106,064$2.8M1.66%+21K
16
SOSOUTHERN CO
29,680$2.6M1.52%+1K
17
VXUSVANGUARD STAR FDS
33,180$2.5M1.47%+2K
18
FENIFIDELITY COVINGTON TRUST
67,374$2.5M1.44%+3K
19
FDHYFIDELITY COVINGTON TRUST
49,576$2.4M1.43%+1K
20
MOALTRIA GROUP INC
41,035$2.4M1.39%+4K
21
EDCONSOLIDATED EDISON INC
23,309$2.3M1.36%+886
22
SRLNSSGA ACTIVE ETF TR
56,068$2.3M1.36%-14,894
23
MRKMERCK & CO INC
18,874$2.0M1.16%+1K
24
BACVERIZON COMMUNICATIONS INC
47,781$1.9M1.14%+3K
25
CBOECBOE GLOBAL MKTS INC
7,623$1.9M1.12%+450

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CTA377K+73K
IDHQ41K+21K
FIVA44K+7K
FMDE51K+7K
FBND164K+6K
BAC66K+6K
KO48K+6K
CSCO45K+5K
MO41K+4K
ROL25K+4K

Decreased Positions

NameSharesChange
SRLN56K-14894
FESM13K-4804
FQAL23K-4490
GQ935K-3865
7HP15K-3263
CMCSA18K-2409
GLW17K-1471
BBY6K-1343
ABG4K-850
EOG3K-807

Sector Breakdown

Financial Services0.0% ($1.0277921675393616e+104T)
Technology0.0% ($7.284345717431508e+41T)
Healthcare0.0% ($5.2084155198611975e+25T)
Consumer Cyclical0.0% ($1.875151914741443e+21T)
Utilities0.0% ($258823151650124992.0T)
Unknown0.0% ($13866175317191418.0T)
Industrials0.0% ($349429671211.3T)
Consumer Defensive0.0% ($335323661.9T)
Communication Services0.0% ($540.5B)
Basic Materials0.0% ($1.7B)
Energy0.0% ($1.2B)
Real Estate0.0% ($693K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$170.6M98
Q3 2025Nov 17, 2025$165.1B113
Q2 2025Aug 8, 2025$133.6B107
Q1 2025May 15, 2025$126.9B118
Q4 2024Feb 14, 2025$124.4B122

Fund Information

CIK0001698777
Most Recent FilingFeb 17, 2026
Number of Filings5

OmniStar Financial Group, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $170.6M across 98 holdings. The largest position is SPDR GOLD TR (GQ9), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 21 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.