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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 20 of 49  ·  966 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BMO Bank Montreal Que F Financial Services 173.0 $22K 0.00% $129.79 +24.3%
382 RMNI Rimini Street Inc Delawa Technology 5,732.0 $22K 0.00% $3.88 -1.7%
383 KE Kimball Electronics Inc Industrials 798.0 $22K 0.00% $27.82 -6.6%
384 ADUS Addus Homecare Corp Healthcare 205.0 $22K 0.00% $107.39 -13.5%
385 WBD Warner Brothers Discover Communication Services 762.0 $22K 0.00% -510.0 -40.1% $28.82 -6.3%
386 FSCO FS Credit Opportunities Financial Services 3,480.0 $22K 0.00% +109.0 +3.2% $6.30 -19.6%
387 CVCO Cavco Industries Inc Consumer Cyclical 37.0 $22K 0.00% -23.0 -38.3% $590.73 -8.2%
388 ARCC Ares Capital Corp Financial Services 1,078.0 $22K 0.00% +25.0 +2.4% $20.23 -6.6%
389 ELV Anthem Inc Healthcare 62.0 $22K 0.00% +5.0 +8.8% $350.55 +12.4%
390 PAHC Phibro Animal Health Cor Class A Healthcare 580.0 $22K 0.00% NEW $37.36 -15.3%
391 ADMA Adma Biologics Inc Healthcare 1,182.0 $22K 0.00% +590.0 +99.7% $18.24 -55.5%
392 WDAY Workday Inc Class A Technology 100.0 $21K 0.00% $214.78 -34.9%
393 AMLP Alerian MLP ETF 454.0 $21K 0.00% +9.0 +2.0% $47.06 +10.2%
394 TDG Transdigm Group Inc Industrials 16.0 $21K 0.00% $1329.88 -5.2%
395 MGY Magnolia Oil & Gas Corp Class A Energy 972.0 $21K 0.00% $21.89 +25.7%
396 DLY Doubleline Yield Opportu Financial Services 1,463.0 $21K 0.00% +34.0 +2.4% $14.54 -3.0%
397 SNY Sanofi S A F Sponsored ADR Healthcare 437.0 $21K 0.00% +105.0 +31.6% $48.46 -9.4%
398 SANM Sanmina Corp Technology 140.0 $21K 0.00% NEW $150.07 +73.4%
399 NVO Novo-Nordisk A S F Sponsored ADR Healthcare 409.0 $21K 0.00% -128.0 -23.8% $50.88 -10.2%
400 LOPE Grand Canyon Educa Consumer Defensive 125.0 $21K 0.00% $166.31 -9.7%
Page 20 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%