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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 7 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VRT Vertiv Holdings LLC CL A Industrials 6,631.0 $1.7M 0.06% -1K -15.7% $250.57 +34.3%
122 PRF Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF 34,929.0 $1.7M 0.06% +22K +166.1% $47.53 +10.0%
123 SCHF Schwab Strategic TR Intl Equity ETF 65,060.0 $1.6M 0.06% +46K +233.7% $24.75 +8.1%
124 ABBV Abbvie Inc Com Healthcare 7,400.0 $1.6M 0.06% -348.0 -4.5% $217.49 -3.9%
125 FCX Freeport-Mcmoran Copper & Gold Inc CL B Basic Materials 27,290.0 $1.6M 0.06% +20K +285.4% $58.78 +3.9%
126 SCHI Schwab 5-10 Year Corporate B 69,838.0 $1.6M 0.06% NEW $22.68 -1.0%
127 TMO Thermo Fisher Scientific Inc Healthcare 3,208.0 $1.6M 0.06% +351.0 +12.3% $491.47 -10.6%
128 XLU Select Sector SPDR TR Utils 33,861.0 $1.6M 0.06% +6K +22.1% $45.89 -5.0%
129 HON Honeywell Intl Inc Com Industrials 6,783.0 $1.5M 0.06% +275.0 +4.2% $226.03 -3.9%
130 DIS Disney (walt) Co Com STK Communication Services 15,699.0 $1.5M 0.06% -80.0 -0.5% $96.38 +7.9%
131 WMB Williams Companies Inc Energy 20,397.0 $1.5M 0.06% +2K +10.6% $72.78 +6.7%
132 MDY SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT Financial Services 2,369.0 $1.5M 0.06% +166.0 +7.5% $616.69 +6.8%
133 MASS 908 Devices Inc. Healthcare 238,218.0 $1.5M 0.06% -41K -14.6% $6.12 +10.1%
134 INTU Intuit Incorporated Com Technology 3,368.0 $1.5M 0.06% $432.34 -6.8%
135 CAT Caterpillar Inc Com Industrials 2,030.0 $1.4M 0.06% +55.0 +2.8% $708.59 +22.0%
136 Berkshire Hathaway 'a' 2.0 $1.4M 0.06% $718140.00
137 BBAI Bigbear Ai HLDGS Inc Com Technology 400,000.0 $1.4M 0.05% +100K +33.3% $3.52 +10.4%
138 C Citigroup Inc Com New Financial Services 11,873.0 $1.3M 0.05% $113.41 +8.2%
139 APOS Apollo Global MGMT Inc CL A Financial Services 12,015.0 $1.3M 0.05% +108.0 +0.9% $111.42 -76.7%
140 BABA Alibaba GRP SHS ADR Consumer Cyclical 10,483.0 $1.3M 0.05% NEW $125.46 +6.3%
Page 7 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%