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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $258M AUM 248 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 27 Added 63 Reduced 57 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 617.0 $20K 0.01% +17.0 +2.8% $32.74 +7.6%
22 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 102.0 $8K 0.00% +12.0 +13.3% $82.08 -25.2%
23 MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 105.0 $8K 0.00% +1.0 +1.0% $73.02 +10.7%
24 VDE VANGUARD ENERGY ETF 33.0 $4K 0.00% +1.0 +3.1% $125.03 +39.3%
25 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 89.0 $4K 0.00% +45.0 +102.3% $45.29 +8.5%
26 NFLX NETFLIX INC COM Communication Services 40.0 $4K 0.00% +26.0 +185.7% $93.75 -6.5%
27 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 66.0 $3K 0.00% +33.0 +100.0% $42.70 +4.7%
Page 2 of 2  ·  27 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 41.4%
Technology 36.9%
Consumer Cyclical 4.9%
Communication Services 4.8%
Real Estate 3.3%
Energy 2.4%
Healthcare 2.3%
Consumer Defensive 1.5%
Industrials 1.3%
Utilities 1.1%