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Portfolio (Quarterly) Guide ↗

FINANCIAL MANAGEMENT NETWORK INC

· CIK 0001844831
13F Portfolio $653.0B AUM 191 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 68 Added 71 Reduced 11 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 5,257.0 $3.2M 0.49% -115.0 -2.1% $610.22 +16.2%
22 SHY ISHARES TR 37,735.0 $3.1M 0.48% -560.0 -1.5% $82.44 -0.5%
23 SPG SIMON PPTY GROUP INC NEW Real Estate 14,076.0 $2.8M 0.43% -399.0 -2.8% $198.97 +1.9%
24 PTNQ PACER FDS TR 33,201.0 $2.5M 0.38% -3K -7.3% $75.10 +13.8%
25 HD HOME DEPOT INC Consumer Cyclical 4,841.0 $1.6M 0.25% -206.0 -4.1% $339.58 -10.4%
26 IWF ISHARES TR 3,510.0 $1.6M 0.24% -58.0 -1.6% $445.16 -72.1%
27 CALI BLACKROCK ETF TRUST II 30,763.0 $1.6M 0.24% -17K -36.0% $50.43 -0.2%
28 META META PLATFORMS INC Communication Services 2,202.0 $1.4M 0.21% -40.0 -1.8% $628.32 -1.6%
29 DON WISDOMTREE TR 24,413.0 $1.3M 0.20% -7K -22.4% $54.46 -0.8%
30 KKR KKR & CO INC Financial Services 13,759.0 $1.3M 0.20% -1K -7.3% $92.84 +7.2%
31 VDE VANGUARD WORLD FD 7,173.0 $1.2M 0.18% -39.0 -0.5% $162.73 +3.5%
32 DRLL EA SERIES TRUST 31,943.0 $1.2M 0.18% -271.0 -0.8% $36.48 +2.0%
33 SDY SPDR SERIES TRUST 7,474.0 $1.1M 0.17% -435.0 -5.5% $148.66 -1.7%
34 SLB SLB LIMITED Energy 18,932.0 $995K 0.15% -10K -33.5% $52.54 +6.1%
35 MCD MCDONALDS CORP Consumer Cyclical 3,149.0 $975K 0.15% -689.0 -17.9% $309.56 -11.2%
36 IJT ISHARES TR 6,215.0 $957K 0.15% -110.0 -1.7% $154.02 +2.9%
37 FBRT FRANKLIN BSP RLTY TR INC Real Estate 108,484.0 $937K 0.14% -4K -3.2% $8.64 +5.6%
38 SPMD SPDR SERIES TRUST 15,062.0 $933K 0.14% -981.0 -6.1% $61.97 +2.2%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,238.0 $842K 0.13% -212.0 -14.6% $680.17 +8.7%
40 BA BOEING CO Industrials 3,578.0 $787K 0.12% -273.0 -7.1% $219.93 +0.3%
Page 2 of 4  ·  71 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 31.3%
Financial Services 25.3%
Consumer Cyclical 12.3%
Communication Services 11.5%
Industrials 7.7%
Healthcare 4.0%
Energy 4.0%
Real Estate 3.5%
Consumer Defensive 0.5%