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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 16 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BE Bloom Energy Corp CL A Com Industrials 2,197.0 $298K 0.01% NEW $135.49 +103.7%
302 IONQ Ionq Inc Class A Technology 10,250.0 $296K 0.01% NEW $28.83 +99.3%
303 BA Boeing Co Com Industrials 1,470.0 $293K 0.01% +350.0 +31.2% $199.03 +10.8%
304 MAR MARRIOTT INTL INC Consumer Cyclical 893.0 $292K 0.01% $327.08 +8.1%
305 ITW Illinois Tool Works Inc Industrials 1,109.0 $289K 0.01% -412.0 -27.1% $260.24 -3.6%
306 BSX Boston Scientific Corp Healthcare 4,493.0 $282K 0.01% +673.0 +17.6% $62.75 -16.0%
307 TTD The Trade Desk Inc Technology 12,330.0 $280K 0.01% +380.0 +3.2% $22.69 -10.0%
308 DFIV Dimensional ETF TR Intl Vale ETF 5,272.0 $278K 0.01% $52.78 +3.9%
309 JCI Johnson CTLS Intl PLC SHS Industrials 2,123.0 $278K 0.01% $130.95 +9.8%
310 BSOL Bitwise Solana (staking ETF Com SHS Of Benef) Financial Services 25,052.0 $277K 0.01% NEW $11.05 +9.0%
311 XAR SPDR Ser TR (aerospace Def) 1,085.0 $276K 0.01% $254.00 +2.6%
312 CARR Carrier Global Corporation Industrials 4,878.0 $275K 0.01% +29.0 +0.6% $56.31 +14.8%
313 CRWV Coreweave Inc Com CL A Technology 3,539.0 $274K 0.01% +700.0 +24.7% $77.47 +47.4%
314 AZO Autozone Inc Consumer Cyclical 81.0 $274K 0.01% $3377.78 -1.7%
315 TCAI Tortoise Capital (series Trust Ai Infrastructur) 7,895.0 $273K 0.01% NEW $34.64 +40.6%
316 RSG REPUBLIC SERVICES Industrials 1,247.0 $273K 0.01% $219.02 -4.7%
317 SGHC Super Group (SGHC) Limited Consumer Cyclical 25,115.0 $271K 0.01% NEW $10.80 +22.6%
318 IYW iShares Technology ETF 1,488.0 $270K 0.01% $181.42 +31.6%
319 VEU Vanguard Intl Equity Index FD Inc FTSE All World Ex US Index FD Etfs SHS 3,574.0 $268K 0.01% +101.0 +2.9% $75.11 +7.9%
320 JPMorgan Etfs ((ireland) Icav Betabld US TRSRY BD 0-1 Y Ut ETF Usd Acc) 2,200.0 $262K 0.01% $119.02
Page 16 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%