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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 11 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LHX L3harris Technologies Industrials 1,889.0 $652K 0.03% +602.0 +46.8% $345.17 -12.1%
202 SDY SPDR Ser TR S&P Divid ETF 4,416.0 $645K 0.03% $145.95 +1.3%
203 USFR Wisdomtree Trust Floating Rate 12,691.0 $639K 0.03% +6K +79.5% $50.34 +0.2%
204 Canadian Pac Kans City LTD Cad 8,038.0 $631K 0.02% NEW $78.45
205 XLE Energy Select Sector SPDR Fund ETF 10,159.0 $622K 0.02% +3K +36.9% $61.26 -1.2%
206 NSC Norfolk Southern Corp Industrials 2,168.0 $622K 0.02% $287.00 +10.1%
207 CSX CSX Corporation Industrials 14,989.0 $615K 0.02% +189.0 +1.3% $41.05 +11.2%
208 EMLP First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD 14,064.0 $614K 0.02% +5K +49.9% $43.66 +0.8%
209 STX Seagate Technology HLDGS PB LTD Co Technology 1,550.0 $607K 0.02% -13.0 -0.8% $391.76 +103.1%
210 UA Under Armour Inc CL C Consumer Cyclical 103,000.0 $596K 0.02% -100K -49.3% $5.79 -13.8%
211 VEA Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF 9,282.0 $595K 0.02% +2K +27.9% $64.08 +8.5%
212 CRM Salesforce.Com, Inc CMN Technology 3,185.0 $595K 0.02% +80.0 +2.6% $186.67 -7.1%
213 SBUX Starbucks Corp. CMN Consumer Cyclical 6,630.0 $594K 0.02% +4K +148.4% $89.59 +19.2%
214 GFL GFL Environmental Inc Registered SHS Subordinate Voting When Issued Industrials 13,980.0 $583K 0.02% -4K -24.2% $41.72 -11.1%
215 FNDF Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF 11,875.0 $581K 0.02% NEW $48.93 +8.2%
216 NKE Nike Class-B CMN Class B Consumer Cyclical 10,966.0 $579K 0.02% -4K -28.7% $52.82 -20.7%
217 Millrose Properties Inc 20,175.0 $565K 0.02% $28.00
218 COWZ Pacer US Cash Cows100 9,028.0 $565K 0.02% $62.56 +1.6%
219 XLF Select Sector SPDR TR Financial 11,305.0 $558K 0.02% +2K +22.5% $49.37 +4.8%
220 AMLP Alps ETF Trust Alerian MLP ETF 10,492.0 $552K 0.02% +178.0 +1.7% $52.64 +3.5%
Page 11 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%