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Portfolio (Quarterly) Guide ↗

Gemmer Asset Management LLC

· CIK 0001607825
13F Portfolio $1.3B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGE ISHARES INC 9,401.0 $415K 0.03% NEW $44.17 +23.7%
122 VBR VANGUARD INDEX FDS 1,955.0 $414K 0.03% NEW $211.89 +10.9%
123 INTC INTEL CORP Technology 10,962.0 $405K 0.03% NEW $36.90 +226.1%
124 IWM ISHARES TR 1,619.0 $399K 0.03% NEW $246.16 +17.8%
125 CAT CATERPILLAR INC Industrials 687.0 $394K 0.03% NEW $572.87 +58.6%
126 IEFA ISHARES TR 4,259.0 $381K 0.03% NEW $89.47 +9.5%
127 DFAX DIMENSIONAL ETF TRUST 11,577.0 $379K 0.03% NEW $32.73 +15.0%
128 CVLC MORGAN STANLEY ETF TRUST 4,484.0 $378K 0.03% NEW $84.24 +11.0%
129 SHOP SHOPIFY INC Technology 2,340.0 $377K 0.03% NEW $160.97 -33.6%
130 SCMB SCHWAB STRATEGIC TR 14,284.0 $368K 0.03% NEW $25.76 -0.6%
131 DIS DISNEY WALT CO Communication Services 3,198.0 $364K 0.03% NEW $113.79 -8.7%
132 FDM FIRST TR EXCHANGE-TRADED FD 4,531.0 $361K 0.03% NEW $79.62 +11.3%
133 ABT ABBOTT LABS Healthcare 2,821.0 $353K 0.03% NEW $125.29 -31.5%
134 CVSB MORGAN STANLEY ETF TRUST 6,904.0 $350K 0.03% NEW $50.76 +0.0%
135 ESGD ISHARES TR 3,661.0 $348K 0.03% NEW $95.10 +8.9%
136 WDAY WORKDAY INC Technology 1,617.0 $347K 0.03% NEW $214.78 -42.2%
137 DIHP DIMENSIONAL ETF TRUST 10,925.0 $346K 0.03% NEW $31.66 +8.3%
138 GEV GE VERNOVA INC Utilities 524.0 $343K 0.03% NEW $653.64 +59.3%
139 MS MORGAN STANLEY Financial Services 1,896.0 $337K 0.03% NEW $177.62 +13.6%
140 MCD MCDONALDS CORP Consumer Cyclical 1,093.0 $334K 0.03% NEW $305.63 -8.1%
Page 7 of 9  ·  169 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 58.9%
Industrials 21.6%
Consumer Cyclical 7.6%
Financial Services 5.2%
Healthcare 2.6%
Consumer Defensive 1.3%
Energy 1.1%
Communication Services 1.0%
Utilities 0.7%
Basic Materials 0.1%