AI Portfolio Summary
In 2025 Q4, CNO Financial Group, Inc. maintained a portfolio of 10 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 6.78% of the total fund value. They heavily accumulated shares in INVESCO EXCH TRADED , increasing their position by 2.6%.
Total Positions
10
Quarter
2025 Q4
Top Holding
BKLN (22.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-10 of 10
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BKLN
INVESCO EXCH TR...
|
ETF | 22.45% | 25.56% |
#1
Prev: #1
|
6.5 | 47,750 | 2.6% |
P
S
|
1,886,750 | $39,621,750 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 20.16% | 23.80% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
862,000 | $35,574,740 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 17.15% | 20.33% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
1,279,000 | $30,273,930 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSK
SPDR SERIES TRU...
|
ETF | 12.57% | 15.37% |
#4
Prev: #4
|
5.5 | no change | no change |
P
S
|
700,000 | $22,183,000 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 11.47% | 10.23% |
#5
Prev: #5
|
7.0 | 51,000 | 32.4% |
P
S
|
208,200 | $20,239,122 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USHY
ISHARES TR
|
ETF | 6.78% | — |
#6
Prev: #—
|
6.2 | 320,000 | no change |
NEW
|
320,000 | $11,966,400 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTSL
FIRST TR EXCHAN...
|
ETF | 6.55% | 4.63% |
#7
1
Prev: #6
|
5.6 | 100,000 | 65.8% |
P
S
|
252,000 | $11,561,760 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYG
ISHARES TR
|
ETF | 2.83% | — |
#8
Prev: #—
|
4.6 | 62,000 | no change |
NEW
|
62,000 | $4,999,060 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLQT
SELECTQUOTE INC
|
Unknown | 0.04% | 0.07% |
#9
2
Prev: #7
|
1.0 | no change | no change |
P
S
|
50,500 | $71,205 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOCO
GOHEALTH INC
|
Unknown | 0.00% | 0.00% |
#10
2
Prev: #8
|
1.0 | no change | no change |
P
S
|
666 | $1,432 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-10 of 10 holdings