USA FINANCIAL FORMULAS Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$549.6M

Holdings

414

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (414 positions)

StockValue
AYIAcuity Brands, Inc.
$0
MORNMorningstar Inc
$0
COKECoca-Cola Consolidated Inc
$0
LECOLincoln Electric Holdings, Inc.
$0
MUSAMurphy USA Inc
$0
RLRalph Lauren Corp - Ordinary Shares - Class A
$0
PPCPilgrim`s Pride Corp.
$0
NINiSource Inc
$0
TPRTapestry Inc
$0
PSTGPure Storage Inc - Ordinary Shares - Class A
$0
CSGSCSG Systems International Inc.
$0
NWPXNorthwest Pipe Co.
$0
HIMSHims & Hers Health Inc - Ordinary Shares - Class A
$0
CHEChemed Corp.
$0
YUMYum Brands Inc.
$0
ANFAbercrombie & Fitch Co. - Ordinary Shares - Class A
$0
QLYSQualys Inc
$0
NSCNorfolk Southern Corp.
$0
HWKNHawkins Inc
$0
TAT&T, Inc.
$0
TDYTeledyne Technologies Inc
$0
LPXLouisiana-Pacific Corp.
$0
PRIMPrimoris Services Corp
$0
CHWYChewy Inc - Ordinary Shares - Class A
$0
EX9Exelixis Inc
$0
PANWPalo Alto Networks Inc
$0
MTDRMatador Resources Co
$0
ATLCAtlanticus Holdings Corp
$0
WFCWells Fargo & Co.
$0
ATOAtmos Energy Corp.
$0
REXREX American Resources Corp
$0
EMEEmcor Group, Inc.
$0
PEGAPegasystems Inc.
$0
ARCBArcBest Corp
$0
BOXBox Inc - Ordinary Shares - Class A
$0
WINGWingstop Inc
$0
DAKTDaktronics Inc.
$0
ORLYO`Reilly Automotive, Inc.
$0
TSSITSS INC DEL COM
$0
JBLJabil Inc
$0
ORCLOracle Corp.
$0
PMTSCPI Card Group Inc
$0
CRUSCirrus Logic, Inc.
$0
STESteris Plc
$0
LHLabcorp Holdings Inc.
$0
CLMBClimb Global Solutions Inc
$0
CNKCinemark Holdings Inc
$0
CBTCabot Corp.
$0
MICCMAGNUM ICE CREAM CO NV (THE) EUR3.50
$0
DXPEDXP Enterprises, Inc.
$0
MOAltria Group Inc.
$0
4I1Philip Morris International Inc
$0
ADBEAdobe Inc
$0
APTVAptiv PLC
$0
APOGApogee Enterprises Inc.
$0
NFLXNetflix Inc.
$0
SKYChampion Homes Inc.
$0
EEFTEuronet Worldwide Inc
$0
CALMCal-Maine Foods, Inc.
$0
ROADConstruction Partners Inc - Ordinary Shares - Class A
$0
DOCUDocuSign Inc
$0
EXPEExpedia Group Inc
$0
QCOMQualcomm, Inc.
$0
BLDTopBuild Corp
$0
GNTXGentex Corp.
$0
AMZNAmazon.com Inc.
$0
YOUClear Secure Inc - Ordinary Shares Class A
$0
TOLToll Brothers Inc.
$0
DBXDropbox Inc - Ordinary Shares - Class A
$0
HALOHalozyme Therapeutics Inc.
$0
PATKPatrick Industries, Inc.
$0
SSDSimpson Manufacturing Co., Inc.
$0
SMSM Energy Co
$0
RMBS*Rambus Inc.
$0
ACELAccel Entertainment Inc - Ordinary Shares - Class A1
$0
CVCOCavco Industries Inc
$0
AEEAmeren Corp.
$0
WMSAdvanced Drainage Systems Inc
$0
WFRDWeatherford International plc - Ordinary Shares - New
$0
EXLSExlService Holdings Inc
$0
LZBLa-Z-Boy Inc.
$0
CSLCarlisle Companies Inc.
$0
SEICSEI Investments Co.
$0
GKDGrand Canyon Education Inc
$0
BYDBoyd Gaming Corp.
$0
CICigna Group (The)
$0
ELAEnvela Corp
$0
NOCNorthrop Grumman Corp.
$0
NYTNew York Times Co. - Ordinary Shares - Class A
$0
EXPEagle Materials Inc.
$0
CROXCrocs Inc
$0
ASGNASGN Inc
$0
WTSWatts Water Technologies, Inc. - Ordinary Shares - Class A
$0
MLIMueller Industries, Inc.
$0
HCAHCA Healthcare Inc
$0
UTHUnited Therapeutics Corp
$0
ENVAEnova International Inc.
$0
UFPIUFP Industries Inc
$0
LNTHLantheus Holdings Inc
$0
DTEDTE Energy Co.
$0
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