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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 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NTRS Northern Trust Corp Financial Services 2,978.0 $416K 0.02% +17.0 +0.6% $139.57 +17.7%
122 PEP Pepsico Inc Com Consumer Defensive 2,626.0 $408K 0.02% +433.0 +19.7% $155.31 -4.3%
123 BK Bank Of New York Mellon Corp Com Financial Services 3,254.0 $386K 0.01% +301.0 +10.2% $118.63 +13.8%
124 PEG Public SVC Enterprise Group Inc Com Utilities 4,683.0 $379K 0.01% +435.0 +10.2% $80.95 -4.0%
125 ETHA iShares Ethereum Trust ETF Financial Services 22,338.0 $354K 0.01% +8K +51.1% $15.83 +5.9%
126 CCI Crown Castle International Corp Real Estate 4,316.0 $351K 0.01% +56.0 +1.3% $81.32 +6.6%
127 URA Global X Uranium ETF 7,152.0 $346K 0.01% +684.0 +10.6% $48.43 +3.0%
128 AFL Aflac Inc Financial Services 3,150.0 $346K 0.01% +16.0 +0.5% $109.70 +6.5%
129 GE General Electric Company Com Industrials 1,192.0 $338K 0.01% +153.0 +14.7% $283.82 +2.7%
130 LOW Lowe's Companies Consumer Cyclical 1,363.0 $322K 0.01% +14.0 +1.0% $236.32 -5.4%
131 IEMG iShares Core MSCI Emerging 4,588.0 $320K 0.01% +486.0 +11.8% $69.76 +14.0%
132 BMY Bristol Myers Squibb Co Healthcare 5,131.0 $311K 0.01% +1K +31.3% $60.65 -6.0%
133 ADI Analog Devices Inc Technology 975.0 $310K 0.01% +23.0 +2.4% $318.10 +31.2%
134 BMNR Bitmine Immersion Tecnologies Inc Com New Financial Services 15,350.0 $304K 0.01% +1K +7.0% $19.78 +0.5%
135 VEEV Veeva SYS Inc CL A Healthcare 1,695.0 $298K 0.01% +561.0 +49.5% $175.66 -11.0%
136 BA Boeing Co Com Industrials 1,470.0 $293K 0.01% +350.0 +31.2% $199.03 +10.8%
137 BSX Boston Scientific Corp Healthcare 4,493.0 $282K 0.01% +673.0 +17.6% $62.75 -16.0%
138 TTD The Trade Desk Inc Technology 12,330.0 $280K 0.01% +380.0 +3.2% $22.69 -10.0%
139 CARR Carrier Global Corporation Industrials 4,878.0 $275K 0.01% +29.0 +0.6% $56.31 +14.8%
140 CRWV Coreweave Inc Com CL A Technology 3,539.0 $274K 0.01% +700.0 +24.7% $77.47 +47.4%
Page 7 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%