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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 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VXUS VANGUARD STAR FDS 4,181.0 $315K 0.02% NEW $75.45 +13.8%
142 J P MORGAN EXCHANGE TRADED F 6,000.0 $304K 0.02% NEW $50.59
143 PM PHILIP MORRIS INTL INC Consumer Defensive 1,868.0 $300K 0.02% NEW $160.40 +13.5%
144 IWD ISHARES TR 1,387.0 $292K 0.02% NEW $210.34 +13.1%
145 ISRG INTUITIVE SURGICAL INC Healthcare 511.0 $289K 0.02% NEW $566.36 -26.1%
146 DFCF DIMENSIONAL ETF TRUST 6,594.0 $281K 0.02% NEW $42.56 -1.0%
147 IEMG ISHARES INC 4,127.0 $277K 0.02% NEW $67.22 +24.2%
148 T AT&T INC Communication Services 10,997.0 $273K 0.02% NEW $24.84 +0.2%
149 DFSU DIMENSIONAL ETF TRUST 5,894.0 $256K 0.02% NEW $43.43 +6.8%
150 KO COCA COLA CO Consumer Defensive 3,601.0 $252K 0.02% NEW $69.91 +16.8%
151 VOE VANGUARD INDEX FDS 1,401.0 $249K 0.02% NEW $177.44 +9.8%
152 GS GOLDMAN SACHS GROUP INC Financial Services 279.0 $245K 0.02% NEW $879.00 +13.4%
153 VNQ VANGUARD INDEX FDS 2,732.0 $242K 0.02% NEW $88.49 +9.5%
154 WFC WELLS FARGO CO NEW Financial Services 2,535.0 $236K 0.02% NEW $93.20 -18.4%
155 UNH UNITEDHEALTH GROUP INC Healthcare 714.0 $236K 0.02% NEW $330.11 +16.4%
156 CTVA CORTEVA INC Basic Materials 3,492.0 $234K 0.02% NEW $67.03 +19.2%
157 SPYG SPDR SERIES TRUST 2,181.0 $233K 0.02% NEW $106.71 +12.2%
158 DFEV DIMENSIONAL ETF TRUST 6,837.0 $231K 0.02% NEW $33.74 +26.6%
159 UNP UNION PAC CORP Industrials 997.0 $231K 0.02% NEW $231.32 +20.8%
160 SNPS SYNOPSYS INC Technology 490.0 $230K 0.02% NEW $469.72 +12.0%
Page 8 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%