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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VST Vistra Energy Corporation Utilities 4,340.0 $652K 0.03% +1K +33.0% $150.34 -5.6%
102 LHX L3harris Technologies Industrials 1,889.0 $652K 0.03% +602.0 +46.8% $345.17 -10.9%
103 USFR Wisdomtree Trust Floating Rate 12,691.0 $639K 0.03% +6K +79.5% $50.34 +0.2%
104 XLE Energy Select Sector SPDR Fund ETF 10,159.0 $622K 0.02% +3K +36.9% $61.26 -2.9%
105 CSX CSX Corporation Industrials 14,989.0 $615K 0.02% +189.0 +1.3% $41.05 +11.9%
106 EMLP First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD 14,064.0 $614K 0.02% +5K +49.9% $43.66 -0.0%
107 VEA Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF 9,282.0 $595K 0.02% +2K +27.9% $64.08 +7.8%
108 CRM Salesforce.Com, Inc CMN Technology 3,185.0 $595K 0.02% +80.0 +2.6% $186.67 -10.2%
109 SBUX Starbucks Corp. CMN Consumer Cyclical 6,630.0 $594K 0.02% +4K +148.4% $89.59 +18.8%
110 XLF Select Sector SPDR TR Financial 11,305.0 $558K 0.02% +2K +22.5% $49.37 +3.6%
111 AMLP Alps ETF Trust Alerian MLP ETF 10,492.0 $552K 0.02% +178.0 +1.7% $52.64 +2.7%
112 XHB SPDR Ser TR S&P Homebuilders ETF 5,547.0 $548K 0.02% +3K +110.8% $98.72 -2.4%
113 PGR Progressive Ohio Financial Services 2,585.0 $512K 0.02% +153.0 +6.3% $198.21 -1.1%
114 NUE Nucor Corporation Basic Materials 3,021.0 $511K 0.02% +268.0 +9.7% $169.10 +37.7%
115 GCTS GCT Semiconductor HLDG Inc Com Technology 434,456.0 $495K 0.02% +272K +166.7% $1.14 +60.5%
116 VWO Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF 9,031.0 $488K 0.02% +5K +120.1% $54.05 +8.1%
117 ACN Accenture PLC Ireland Class SHS Technology 2,389.0 $474K 0.02% +36.0 +1.5% $198.29 -14.9%
118 GD General Dynamics Industrials 1,373.0 $471K 0.02% +292.0 +27.0% $343.22 -0.8%
119 SPSM SPDR Ser TR SPDR Port Small Cap ETF 9,406.0 $454K 0.02% +800.0 +9.3% $48.32 +7.9%
120 LMT Lockheed Martin Corp Com Industrials 741.0 $448K 0.02% +51.0 +7.4% $604.35 -13.9%
Page 6 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%