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Portfolio (Quarterly) Guide ↗

Financial Management Professionals, Inc.

· CIK 0001568132
13F Portfolio $970M AUM 967 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New 190 Added 166 Reduced 76 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STAG Stag Industrial Inc REIT Real Estate 12.0 $443.0 NEW $36.92 +3.7%
82 PINS Pinterest Inc Class A Communication Services 16.0 $414.0 NEW $25.88 -22.6%
83 Assertio HLDGS Inc 45.0 $408.0 NEW $9.07
84 SBRA Sabra Health Care REIT I REIT Real Estate 21.0 $398.0 NEW $18.95 +7.9%
85 TRU Transunion Industrials 4.0 $343.0 NEW $85.75 -17.4%
86 PRU Prudential Finl Financial Services 3.0 $339.0 NEW $113.00 -10.2%
87 SATS Echostar Corp Class A Technology 3.0 $326.0 NEW $108.67 +12.7%
88 HL Hecla Mining Co Basic Materials 16.0 $307.0 NEW $19.19 -11.7%
89 AA Alcoa Corp Basic Materials 5.0 $266.0 NEW $53.20 +37.5%
90 OTIS Otis Worldwide Corp Industrials 3.0 $262.0 NEW $87.33 -17.8%
91 NXT Nextracker Inc Class A Technology 3.0 $261.0 NEW $87.00 +56.1%
92 WCC Wesco International Industrials 1.0 $245.0 NEW $245.00 +52.2%
93 G Genpact Limited F Technology 4.0 $187.0 NEW $46.75 -32.4%
94 TREX Trex Co Inc Industrials 4.0 $140.0 NEW $35.00 +18.7%
95 AGCO Agco Corp Industrials 1.0 $104.0 NEW $104.00 +9.9%
96 XSOE Wsdmtre Emrg MKT Ex STT Own Enter Et NEW
Page 5 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.8%
Technology 26.2%
Healthcare 7.6%
Consumer Cyclical 7.5%
Energy 6.3%
Industrials 5.7%
Communication Services 4.6%
Consumer Defensive 3.6%
Basic Materials 2.3%
Utilities 1.6%