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Portfolio (Quarterly) Guide ↗

GM Advisory Group, LLC

· CIK 0001598304
13F Portfolio $2.6B AUM 377 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 147 Added 84 Reduced 27 Exited
Page 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISRG Intuitive Surgical Inc New Healthcare 3,842.0 $1.8M 0.07% +84.0 +2.2% $460.99 -7.1%
62 AXON Axon Enterprise Inc Com Com Industrials 4,158.0 $1.8M 0.07% +2K +61.0% $424.69 -7.7%
63 NOW Servicenow Inc CMN Technology 16,355.0 $1.7M 0.07% +13K +389.7% $104.55 -13.4%
64 MCD McDonalds Corp Consumer Cyclical 5,371.0 $1.7M 0.06% +469.0 +9.6% $310.78 -11.5%
65 PRF Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF 34,929.0 $1.7M 0.06% +22K +166.1% $47.53 +9.9%
66 SCHF Schwab Strategic TR Intl Equity ETF 65,060.0 $1.6M 0.06% +46K +233.7% $24.75 +7.9%
67 FCX Freeport-Mcmoran Copper & Gold Inc CL B Basic Materials 27,290.0 $1.6M 0.06% +20K +285.4% $58.78 +12.5%
68 TMO Thermo Fisher Scientific Inc Healthcare 3,208.0 $1.6M 0.06% +351.0 +12.3% $491.47 -8.8%
69 XLU Select Sector SPDR TR Utils 33,861.0 $1.6M 0.06% +6K +22.1% $45.89 -4.4%
70 HON Honeywell Intl Inc Com Industrials 6,783.0 $1.5M 0.06% +275.0 +4.2% $226.03 -3.7%
71 WMB Williams Companies Inc Energy 20,397.0 $1.5M 0.06% +2K +10.6% $72.78 +6.7%
72 MDY SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT Financial Services 2,369.0 $1.5M 0.06% +166.0 +7.5% $616.69 +6.9%
73 CAT Caterpillar Inc Com Industrials 2,030.0 $1.4M 0.06% +55.0 +2.8% $708.59 +25.4%
74 BBAI Bigbear Ai HLDGS Inc Com Technology 400,000.0 $1.4M 0.05% +100K +33.3% $3.52 +15.9%
75 APOS Apollo Global MGMT Inc CL A Financial Services 12,015.0 $1.3M 0.05% +108.0 +0.9% $111.42 -76.8%
76 PANW Palo Alto Networks Inc Com Technology 7,838.0 $1.3M 0.05% +631.0 +8.8% $160.32 +48.6%
77 DIA SPDR Dow Jones Indl Average ETF TR Unit Ser 1 Financial Services 2,689.0 $1.2M 0.05% +100.0 +3.9% $463.22 +6.9%
78 DE DEERE & CO Industrials 2,203.0 $1.2M 0.05% +150.0 +7.3% $563.30 +2.0%
79 EPS WISDOMTREE EARNINGS 500 17,700.0 $1.2M 0.05% +752.0 +4.4% $68.11 +13.1%
80 MO Altria Group Inc Consumer Defensive 17,841.0 $1.2M 0.04% +3K +17.3% $65.99 +9.7%
Page 4 of 8  ·  147 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 38.3%
Technology 26.6%
Energy 8.0%
Consumer Cyclical 7.7%
Communication Services 7.5%
Healthcare 4.6%
Industrials 3.2%
Consumer Defensive 2.3%
Utilities 0.8%
Basic Materials 0.8%