UFF
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USA Financial Formulas’s Cal-Maine CALM Stock Holding History

USA Financial Formulas’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1K Buy
411
+312
+315% +$24.1K 0.01% 319
2026
Q1 		$7.84K Buy
99
+89
+890% +$7.31K ﹤0.01% 313
2025
Q4 		$796 Buy
+10
New +$878 ﹤0.01% 326
2016
Q4 		– Sell
-24,457
Closed -$943K – 259
2016
Q3 		$943K Buy
+24,457
New +$1.05M 0.24% 94

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

USA Financial Formulas's CALM Position: Q2 2026 in Review

USA Financial Formulas increased its Cal-Maine (CALM) stake by 315% in Q2 2026, buying an estimated $24.1K and bringing the position to 411 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #319.

USA Financial Formulas first reported a position in CALM in Q3 2016 and has held it in 4 quarters since. The position peaked at $943K in Q3 2016. 454 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • USA Financial Formulas held 411 shares of Cal-Maine worth $33.1K as of Q2 2026.
  • USA Financial Formulas bought 312 Cal-Maine shares in Q2 2026, an estimated $24.1K.
  • Cal-Maine made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #319 holding.
  • USA Financial Formulas first reported a position in Cal-Maine in Q3 2016 and has held it in 4 quarters since.
  • USA Financial Formulas's Cal-Maine position peaked at $943K in Q3 2016.
  • 454 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.