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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 13 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GD General Dynamics Industrials 1,373.0 $471K 0.02% +292.0 +27.0% $343.22 -2.5%
242 MCK Mckesson Corporation CMN Healthcare 539.0 $466K 0.02% $865.38 -12.1%
243 NOC Northrop Grumman Corp Industrials 669.0 $456K 0.02% $682.24 -20.7%
244 WSM Williams Sonoma Inc Consumer Cyclical 2,500.0 $456K 0.02% $182.33 -7.5%
245 SPSM SPDR Ser TR SPDR Port Small Cap ETF 9,406.0 $454K 0.02% +800.0 +9.3% $48.32 +8.2%
246 IEF ISHARES 7-10 YEAR TRSURY 4,756.0 $454K 0.02% $95.43 -2.1%
247 IVE iShares TR S&P 500 Value ETF 2,128.0 $449K 0.02% -1K -32.5% $211.14 +6.5%
248 LMT Lockheed Martin Corp Com Industrials 741.0 $448K 0.02% +51.0 +7.4% $604.35 -14.6%
249 ACWI iShares TR MSCI Acwi ETF 3,235.0 $448K 0.02% $138.35 +11.6%
250 CTAS Cintas Corp Industrials 2,636.0 $446K 0.02% -16.0 -0.6% $169.13 -0.5%
251 ALAB Astera Labs Inc Technology 4,067.0 $446K 0.02% -488.0 -10.7% $109.60 +96.7%
252 COPX Global X Copper Miners ETF 5,762.0 $440K 0.02% NEW $76.35 +7.2%
253 SG Sweetgreen Inc - Class A Consumer Cyclical 84,015.0 $436K 0.02% $5.19 +55.9%
254 WELL Welltower Inc Com STK Real Estate 2,187.0 $432K 0.02% -125.0 -5.4% $197.71 +8.1%
255 Ferretti Spa Az Nominativa 94,000.0 $432K 0.02% NEW $4.60
256 VZ Verizon Communications Com Communication Services 8,604.0 $432K 0.02% -8K -47.9% $50.20 -7.6%
257 ET Energy Transfer Equity L.P. Energy 21,678.0 $418K 0.02% -2K -8.6% $19.30 +4.4%
258 NTRS Northern Trust Corp Financial Services 2,978.0 $416K 0.02% +17.0 +0.6% $139.57 +17.4%
259 PEP Pepsico Inc Com Consumer Defensive 2,626.0 $408K 0.02% +433.0 +19.7% $155.31 -4.0%
260 Hanover Bancorp Inc 18,710.0 $404K 0.02% $21.59
Page 13 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%