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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 UNH UNITEDHEALTH GROUP INC COM Healthcare 32 $11K 0.01% SOLD
22 DHI D R HORTON INC COM Consumer Cyclical 63 $11K 0.00% SOLD
23 MCD MCDONALDS CORP COM Consumer Cyclical 33 $10K 0.00% SOLD
24 KO COCA COLA CO COM Consumer Defensive 145 $10K 0.00% SOLD
25 CME CME GROUP INC COM Financial Services 35 $9K 0.00% SOLD
26 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 230 $8K 0.00% SOLD
27 SNPS SYNOPSYS INC COM Technology 17 $8K 0.00% SOLD
28 TRV TRAVELERS COMPANIES INC COM Financial Services 30 $8K 0.00% SOLD
29 URNM SPROTT URANIUM MINERS ETF 124 $7K 0.00% SOLD
30 CVS CVS HEALTH CORP COM Healthcare 90 $7K 0.00% SOLD
31 MS MORGAN STANLEY COM NEW Financial Services 38 $6K 0.00% SOLD
32 ADBE ADOBE INC COM Technology 17 $6K 0.00% SOLD
33 CNC CENTENE CORP DEL COM Healthcare 100 $6K 0.00% SOLD
34 NVO NOVO-NORDISK A S ADR Healthcare 95 $5K 0.00% SOLD
35 TFC TRUIST FINL CORP COM Financial Services 115 $5K 0.00% SOLD
36 NOC NORTHROP GRUMMAN CORP COM Industrials 8 $5K 0.00% SOLD
37 ENSTAR GROUP LIMITED SHS 14 $5K 0.00% SOLD
38 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 129 $5K 0.00% SOLD
39 SNOW SNOWFLAKE INC COM SHS Technology 20 $5K 0.00% SOLD
40 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 45 $4K 0.00% SOLD
Page 2 of 3  ·  57 positions
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%