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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 24 of 49  ·  966 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LIVN Livanova PLC F Healthcare 241.0 $15K 0.00% +237.0 +5925.0% $61.53 +20.1%
462 NOC Northrop Grumman Corp Industrials 26.0 $15K 0.00% $570.19 -2.4%
463 APP Applovin Corp Class A Technology 22.0 $15K 0.00% +14.0 +175.0% $673.82 -10.5%
464 A Agilent Technologies Healthcare 108.0 $15K 0.00% $136.64 -0.4%
465 VRRM Verra Mobility Corp Technology 652.0 $15K 0.00% $22.41 -80.1%
466 Landbridge Co LLC CL A Class A 298.0 $15K 0.00% +162.0 +119.1% $48.99
467 VRSN Verisign Inc Technology 60.0 $15K 0.00% $242.95 +17.3%
468 MSTR Microstrategy Inc Class A Technology 95.0 $14K 0.00% +85.0 +850.0% $151.95 +3.9%
469 VHT Vanguard Health Care ETF 50.0 $14K 0.00% NEW $287.86 -2.9%
470 CTVA Corteva Inc Basic Materials 213.0 $14K 0.00% -9.0 -4.0% $67.03 +19.0%
471 BUR Burford Capital Limite F Financial Services 1,600.0 $14K 0.00% $8.92 -48.0%
472 PSLV Sprott PHYS Silver TR F Sprott Physical Silver Financial Services 600.0 $14K 0.00% NEW $23.65 +3.0%
473 IX Orix Corp F Sponsored ADR Financial Services 483.0 $14K 0.00% $29.22 +34.6%
474 ULTA Ulta Beauty Inc. Consumer Cyclical 23.0 $14K 0.00% $605.00 -15.4%
475 NUE Nucor Corp Basic Materials 85.0 $14K 0.00% -100.0 -54.0% $163.67 +52.3%
476 MFG Mizuho Financial Group Inc Financial Services 1,891.0 $14K 0.00% $7.32 +23.7%
477 MFC Manulife Finl F Financial Services 379.0 $14K 0.00% $36.28 +5.8%
478 IJR iShares Core S&P Small Cap ETF IV 114.0 $14K 0.00% NEW $120.18 +15.6%
479 TBN Tamboran Res Corp Basic Materials 500.0 $14K 0.00% -500.0 -50.0% $27.23 +21.6%
480 NRG NRG Energy Inc New Utilities 85.0 $14K 0.00% -12.0 -12.4% $159.24 -14.7%
Page 24 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%