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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 10 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSTG Pure Storage Inc CL A Technology 14,670.0 $866K 0.03% +5K +51.7% $59.04 +47.9%
182 SPYV SPDR Portfolio S&P 500 Value ETF 15,211.0 $861K 0.03% +2K +16.1% $56.58 +6.5%
183 DLP Resources Inc 4,063,795.0 $844K 0.03% +3.8M +1372.4% $0.21
184 CG Carlyle Group Inc Com Financial Services 17,231.0 $834K 0.03% -1K -5.8% $48.39 -3.7%
185 NGG National Grid PLC Spon ADR New 2017 Utilities 9,715.0 $822K 0.03% NEW $84.60 -4.7%
186 HEI Heico Corp New Com Industrials 2,985.0 $819K 0.03% $274.23 +5.3%
187 CIBR First Trust Nasdaq Cybersecurity ETF 12,735.0 $798K 0.03% +1K +8.7% $62.68 +29.1%
188 COP Conocophillips Energy 5,952.0 $786K 0.03% $132.00 -7.3%
189 IWD iShares Russell 1000 Value ETF 3,555.0 $760K 0.03% -56.0 -1.6% $213.68 +8.9%
190 ADBE Adobe Systems Technology 3,038.0 $738K 0.03% +636.0 +26.5% $243.08 +5.2%
191 AMT American Tower Corporation CMN Real Estate 4,253.0 $734K 0.03% $172.60 +2.7%
192 QCOM Qualcomm Inc Technology 5,503.0 $709K 0.03% -704.0 -11.3% $128.79 +56.5%
193 CIEN Ciena Corp Com New Technology 1,812.0 $703K 0.03% -97.0 -5.1% $388.23 +35.1%
194 MRSH Marsh & Mclennan Cos Inc Com Financial Services 4,046.0 $702K 0.03% -99.0 -2.4% $173.44 -7.1%
195 LITE Lumentum HLDGS Inc Technology 992.0 $697K 0.03% +63.0 +6.8% $702.76 +38.1%
196 SGOL Aberdeen STD Physical Swiss Gold SHS ETF Financial Services 15,489.0 $691K 0.03% +4K +30.1% $44.62 -2.7%
197 MOTG Vaneck ETF Trust (MRNGSTR GBL Wide) 18,303.0 $678K 0.03% +4K +26.1% $37.06 +3.3%
198 FDX Fedex Corp Delaware Com Industrials 1,851.0 $659K 0.03% +172.0 +10.2% $356.22 +5.5%
199 LINE Lineage Inc Com Real Estate 20,000.0 $655K 0.03% $32.76 +17.4%
200 VST Vistra Energy Corporation Utilities 4,340.0 $652K 0.03% +1K +33.0% $150.34 -7.1%
Page 10 of 19  ·  374 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%