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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 15 of 49  ·  966 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LNG Cheniere Energy Inc Energy 200.0 $39K 0.00% $194.39 +17.1%
282 ALLE Allegion Public LTD F Industrials 241.0 $38K 0.00% $159.22 -17.1%
283 GFI Gold Fields LTD New F Sponsored ADR Basic Materials 872.0 $38K 0.00% $43.66 -9.4%
284 JBL Jabil Inc Technology 167.0 $38K 0.00% $227.81 +58.2%
285 BKNG Booking Holdings Inc Consumer Cyclical 7.0 $37K 0.00% $5355.29 -96.8%
286 BTI Brit Amer Tobacco F Sponsored ADR Consumer Defensive 650.0 $37K 0.00% $57.37 +7.7%
287 EPAM Epam Systems Inc Technology 182.0 $37K 0.00% NEW $204.88 -49.8%
288 AMR Alpha Metallurgical Resources Inc Energy 183.0 $37K 0.00% +29.0 +18.8% $199.88 +3.5%
289 SCHZ Schwab US Aggregate Bond ETF 1,564.0 $37K 0.00% $23.37 -0.9%
290 HMC Honda Motor Co LTD F Sponsored ADR Consumer Cyclical 1,239.0 $37K 0.00% +22.0 +1.8% $29.48 -8.1%
291 PHYS Sprott Physical Gold Etv Financial Services 1,100.0 $36K 0.00% NEW $33.02 +3.9%
292 ARKF Ark Fintech Innovation ETF 760.0 $36K 0.00% $47.63 -10.9%
293 Totalenergies F 544.0 $36K 0.00% NEW $66.41
294 BBVA Banco Bilbao Vizcaya A F Sponsored ADR Financial Services 1,542.0 $36K 0.00% -177.0 -10.3% $23.31 +0.4%
295 ETHE Grayscale Ethereum Com U Financial Services 1,430.0 $35K 0.00% $24.37 -34.1%
296 KEYS Keysight Tech Inc Technology 170.0 $35K 0.00% +2.0 +1.2% $203.19 +62.3%
297 VRTX Vertex Pharmaceutica Healthcare 76.0 $34K 0.00% $453.36 -1.0%
298 XBI SPDR S&P Biotech ETF IV 280.0 $34K 0.00% $121.93 +11.5%
299 MAR Marriott Intl Inc Class A Consumer Cyclical 110.0 $34K 0.00% $310.24 +23.2%
300 LHX L3harris Technologies In Industrials 116.0 $34K 0.00% +6.0 +5.5% $293.57 +6.1%
Page 15 of 49  ·  966 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%