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Portfolio (Quarterly) Guide ↗

GM Advisory Group, LLC

· CIK 0001598304
13F Portfolio $2.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 345 New
Page 8 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTRA Natera Inc Com Healthcare 5,775.0 $1.3M 0.05% NEW $229.09 -14.0%
142 VRT Vertiv Holdings LLC CL A Industrials 7,864.0 $1.3M 0.05% NEW $162.01 +132.2%
143 HON Honeywell Intl Inc Com Industrials 6,508.0 $1.3M 0.05% NEW $195.08 +11.6%
144 BKSY Blacksky Technology Inc CL A New Technology 67,254.0 $1.3M 0.05% NEW $18.75 +106.7%
145 ADP Automatic Data Processing Inc Industrials 4,899.0 $1.3M 0.05% NEW $257.23 -16.6%
146 KBE SPDR Ser TR S&P BK ETF 20,525.0 $1.2M 0.05% NEW $60.69 +1.6%
147 DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity ETF 25,868.0 $1.2M 0.05% NEW $48.11 +7.3%
148 DIA SPDR Dow Jones Indl Average ETF TR Unit Ser 1 Financial Services 2,589.0 $1.2M 0.05% NEW $480.60 +3.1%
149 DHR Danaher Corp Healthcare 5,271.0 $1.2M 0.05% NEW $228.92 -28.1%
150 EPS WISDOMTREE EARNINGS 500 16,948.0 $1.2M 0.05% NEW $70.86 +8.7%
151 XLU Select Sector SPDR TR Utils 27,736.0 $1.2M 0.05% NEW $42.69 +2.8%
152 IEFA iShares TR Core MSCI EAFE ETF 12,650.0 $1.1M 0.04% NEW $89.46 +6.4%
153 CAT Caterpillar Inc Com Industrials 1,975.0 $1.1M 0.04% NEW $572.91 +55.1%
154 JEPQ JPM Nasdaq Equity Premium 19,346.0 $1.1M 0.04% NEW $58.12 +2.8%
155 WMB Williams Companies Inc Energy 18,451.0 $1.1M 0.04% NEW $60.11 +29.2%
156 GENI Genius Sports LTD Communication Services 100,600.0 $1.1M 0.04% NEW $11.02 -62.3%
157 Civitas Res Inc 40,000.0 $1.1M 0.04% NEW $27.09
158 KO Coca Cola Company Consumer Defensive 15,486.0 $1.1M 0.04% NEW $69.91 +15.1%
159 CG Carlyle Group Inc Com Financial Services 18,298.0 $1.1M 0.04% NEW $59.11 -18.8%
160 QCOM Qualcomm Inc Technology 6,207.0 $1.1M 0.04% NEW $171.04 +17.0%
Page 8 of 18  ·  345 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 39.0%
Technology 29.9%
Communication Services 8.3%
Consumer Cyclical 7.4%
Healthcare 5.2%
Consumer Defensive 3.2%
Industrials 3.2%
Energy 2.5%
Utilities 0.5%
Basic Materials 0.5%