Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212

13F Portfolio $259M AUM 318 positions Filed May 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 74 New 29 Added 25 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	—	2,615	$251K	0.10%	SOLD
2	PANW	PALO ALTO NETWORKS INC COM	Technology	138	$25K	0.01%	SOLD
3	—	TRISALUS LIFE SCIENCES INC COM	—	530	$4K	0.00%	SOLD
4	SMCI	SUPER MICRO COMPUTER INC COM NEW	Technology	120	$4K	0.00%	SOLD

Sector Allocation

Financial Services 40.7%

Technology 35.6%

Communication Services 4.8%

Consumer Cyclical 4.6%

Energy 3.5%

Real Estate 3.4%

Healthcare 2.6%

Consumer Defensive 1.7%

Industrials 1.5%

Utilities 1.3%