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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 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KRE SPDR Ser TR S&P Regl BKG ETF 8,378.0 $546K 0.02% -391.0 -4.5% $65.15 +2.8%
62 EMR Emerson Electric Co Industrials 3,893.0 $510K 0.02% -203.0 -5.0% $131.03 +5.2%
63 ZTS Zoetis Inc Class-A Healthcare 4,166.0 $492K 0.02% -97.0 -2.3% $118.21 -36.1%
64 IVE iShares TR S&P 500 Value ETF 2,128.0 $449K 0.02% -1K -32.5% $211.14 +5.8%
65 CTAS Cintas Corp Industrials 2,636.0 $446K 0.02% -16.0 -0.6% $169.13 -1.9%
66 ALAB Astera Labs Inc Technology 4,067.0 $446K 0.02% -488.0 -10.7% $109.60 +112.3%
67 WELL Welltower Inc Com STK Real Estate 2,187.0 $432K 0.02% -125.0 -5.4% $197.71 +10.1%
68 VZ Verizon Communications Com Communication Services 8,604.0 $432K 0.02% -8K -47.9% $50.20 -6.3%
69 ET Energy Transfer Equity L.P. Energy 21,678.0 $418K 0.02% -2K -8.6% $19.30 +5.5%
70 DAL Delta Airlines Inc Com New Industrials 5,746.0 $382K 0.01% -1K -17.3% $66.48 +7.6%
71 DVY iShares TR Select Divid ETF FD 2,476.0 $375K 0.01% -20.0 -0.8% $151.40 -0.3%
72 INTC Intel Corp Com Technology 8,198.0 $362K 0.01% -181.0 -2.2% $44.13 +162.7%
73 SYK Stryker Healthcare 1,099.0 $361K 0.01% -476.0 -30.2% $328.67 -7.0%
74 BLK BlackRock FNDG Inc Financial Services 366.0 $352K 0.01% -8.0 -2.1% $961.13 +12.6%
75 FISV Fiserv Technology 6,129.0 $342K 0.01% -1K -14.8% $55.80 -4.2%
76 IWR iShares Russell Mid CP. Idx.FD. 3,437.0 $334K 0.01% -11K -76.0% $97.23 +6.6%
77 VBR Vanguard Small Cap Value Index ETF Funds 1,525.0 $331K 0.01% -302.0 -16.5% $217.29 +4.6%
78 ITW Illinois Tool Works Inc Industrials 1,109.0 $289K 0.01% -412.0 -27.1% $260.24 -3.6%
79 MTD Mettler Toledo Intl Healthcare 201.0 $254K 0.01% -42.0 -17.3% $1261.20 -17.4%
80 DDOG Datadog Inc CL A Technology 1,945.0 $230K 0.01% -488.0 -20.1% $118.05 +71.8%
Page 4 of 5  ·  84 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%