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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 8 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FOUR Shift4 PMTS Inc CL A Technology 30,025.0 $1.3M 0.05% $43.73 -3.9%
142 PWR Quanta Services Inc Industrials 2,380.0 $1.3M 0.05% $549.07 +40.2%
143 RH RH Com NPV Consumer Cyclical 9,010.0 $1.3M 0.05% -250.0 -2.7% $139.82 -11.9%
144 PANW Palo Alto Networks Inc Com Technology 7,838.0 $1.3M 0.05% +631.0 +8.8% $160.32 +51.5%
145 BKNG Booking HLDGS Inc Com Consumer Cyclical 298.0 $1.3M 0.05% $4205.72 -96.3%
146 SPGI S&P Global Inc Com Financial Services 2,943.0 $1.3M 0.05% $425.34 -5.2%
147 DIA SPDR Dow Jones Indl Average ETF TR Unit Ser 1 Financial Services 2,689.0 $1.2M 0.05% +100.0 +3.9% $463.22 +7.3%
148 DE DEERE & CO Industrials 2,203.0 $1.2M 0.05% +150.0 +7.3% $563.30 -0.3%
149 KBE SPDR Ser TR S&P BK ETF 20,525.0 $1.2M 0.05% $59.55 +4.9%
150 EPS WISDOMTREE EARNINGS 500 17,700.0 $1.2M 0.05% +752.0 +4.4% $68.11 +13.0%
151 KO Coca Cola Company Consumer Defensive 15,541.0 $1.2M 0.05% $76.05 +6.3%
152 IBM International Business Machs Corp Com Technology 4,872.0 $1.2M 0.04% -160.0 -3.2% $242.39 -9.5%
153 DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity ETF 23,867.0 $1.2M 0.04% -2K -7.7% $49.40 +5.2%
154 MO Altria Group Inc Consumer Defensive 17,841.0 $1.2M 0.04% +3K +17.3% $65.99 +10.8%
155 VYM Vanguard High Dividend Yield Index ETF 7,915.0 $1.2M 0.04% +4K +100.7% $148.11 +5.8%
156 ABT Abbott Labs Com Healthcare 11,396.0 $1.2M 0.04% -406.0 -3.4% $102.67 -14.4%
157 NTRA Natera Inc Com Healthcare 5,775.0 $1.2M 0.04% $199.99 -6.8%
158 SHEL Shell PLC F Unsponsored ADR Energy 12,331.0 $1.1M 0.04% NEW $93.00 -8.2%
159 IEFA iShares TR Core MSCI EAFE ETF 12,561.0 $1.1M 0.04% -89.0 -0.7% $90.53 +6.2%
160 TJX TJX Companies Inc (new) Consumer Cyclical 7,072.0 $1.1M 0.04% +421.0 +6.3% $159.69 -7.7%
Page 8 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%