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Portfolio (Quarterly) Guide ↗

Gemmer Asset Management LLC

· CIK 0001607825
13F Portfolio $1.3B AUM 172 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 68 Added 52 Reduced 11 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHD SCHWAB STRATEGIC TR 21,301.0 $654K 0.05% +713.0 +3.5% $30.68 +6.4%
42 UPST UPSTART HLDGS INC Financial Services 25,393.0 $651K 0.05% +1K +5.7% $25.65 +18.5%
43 XOM EXXON MOBIL CORP Energy 3,619.0 $614K 0.05% +96.0 +2.7% $169.68 -12.9%
44 ABBV ABBVIE INC Healthcare 2,719.0 $591K 0.05% +24.0 +0.9% $217.49 -0.9%
45 AMD ADVANCED MICRO DEVICES INC Technology 2,720.0 $553K 0.04% +52.0 +1.9% $203.43 +143.3%
46 NEE NEXTERA ENERGY INC Utilities 5,826.0 $541K 0.04% +179.0 +3.2% $92.87 -6.1%
47 GILD GILEAD SCIENCES INC Healthcare 3,706.0 $516K 0.04% +96.0 +2.7% $139.36 -3.5%
48 VSGX VANGUARD WORLD FD 7,003.0 $502K 0.04% +413.0 +6.3% $71.73 +14.0%
49 AMGN AMGEN INC Healthcare 1,421.0 $500K 0.04% +18.0 +1.3% $351.85 -3.5%
50 CAT CATERPILLAR INC Industrials 700.0 $496K 0.04% +13.0 +1.9% $708.46 +28.1%
51 GEV GE VERNOVA INC Utilities 550.0 $480K 0.04% +26.0 +5.0% $873.01 +20.0%
52 PLTR PALANTIR TECHNOLOGIES INC Technology 3,250.0 $475K 0.04% +21.0 +0.7% $146.28 -8.6%
53 ESGE ISHARES INC 10,003.0 $455K 0.04% +602.0 +6.4% $45.47 +19.9%
54 DIHP DIMENSIONAL ETF TRUST 14,087.0 $454K 0.04% +3K +28.9% $32.22 +6.4%
55 MA MASTERCARD INCORPORATED Financial Services 806.0 $403K 0.03% +23.0 +2.9% $499.66 -1.1%
56 DFCF DIMENSIONAL ETF TRUST 9,177.0 $387K 0.03% +3K +39.2% $42.22 -0.1%
57 VXUS VANGUARD STAR FDS 4,967.0 $383K 0.03% +786.0 +18.8% $77.12 +11.3%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 1,576.0 $382K 0.03% +58.0 +3.8% $242.38 +5.8%
59 SCMB SCHWAB STRATEGIC TR 14,367.0 $366K 0.03% +83.0 +0.6% $25.48 +0.5%
60 CVSB MORGAN STANLEY ETF TRUST 6,951.0 $352K 0.03% +47.0 +0.7% $50.60 +0.4%
Page 3 of 4  ·  68 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
Technology 57.2%
Industrials 13.5%
Consumer Cyclical 8.5%
Basic Materials 6.2%
Financial Services 5.9%
Healthcare 3.0%
Energy 2.0%
Consumer Defensive 1.7%
Communication Services 1.1%
Utilities 0.9%