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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $239M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 280 New
Page 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RTX RTX CORPORATION COM Industrials 69.0 $12K 0.01% NEW $167.33 +5.1%
182 MA MASTERCARD INC Financial Services 20.0 $11K 0.01% NEW $574.55 -12.0%
183 LLY ELI LILLY & CO COM Healthcare 15.0 $11K 0.01% NEW $763.00 +29.5%
184 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 248.0 $11K 0.01% NEW $45.60 +5.8%
185 DOX AMDOCS LTD SHS Technology 136.0 $11K 0.01% NEW $82.05 -24.1%
186 SYLD CAMBRIA SHAREHOLDER YIELD ETF 162.0 $11K 0.01% NEW $68.66 +12.3%
187 UNH UNITEDHEALTH GROUP INC COM Healthcare 32.0 $11K 0.01% NEW $345.31 +13.3%
188 DHI D R HORTON INC COM Consumer Cyclical 63.0 $11K 0.00% NEW $169.48 -18.9%
189 IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY 365.0 $11K 0.00% NEW $29.04 +7.4%
190 EW EDWARDS LIFESCIENCES CORP COM Healthcare 135.0 $10K 0.00% NEW $77.77 +5.9%
191 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH 386.0 $10K 0.00% NEW $27.08
192 UTF COHEN & STEERS INFRASTRUCTURE FUND Financial Services 418.0 $10K 0.00% NEW $24.80 +7.5%
193 IBIT ISHARES BITCOIN TRUST ETF Financial Services 155.0 $10K 0.00% NEW $65.00 -33.1%
194 ED CONSOLIDATED EDISON INC COM Utilities 100.0 $10K 0.00% NEW $100.52 +6.0%
195 MCD MCDONALDS CORP COM Consumer Cyclical 33.0 $10K 0.00% NEW $303.88 -7.0%
196 KO COCA COLA CO COM Consumer Defensive 145.0 $10K 0.00% NEW $66.32 +22.4%
197 SO SOUTHERN CO COM Utilities 100.0 $9K 0.00% NEW $94.77 -1.1%
198 CME CME GROUP INC COM Financial Services 35.0 $9K 0.00% NEW $270.20 +11.9%
199 IBM INTL BUSINESS MACHINES Technology 33.0 $9K 0.00% NEW $282.15 -21.1%
200 AZO AUTOZONE INC COM Consumer Cyclical 2.0 $9K 0.00% NEW $4290.00 -22.0%
Page 10 of 14  ·  280 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 40.1%
Technology 37.8%
Consumer Cyclical 4.8%
Communication Services 4.5%
Real Estate 3.6%
Healthcare 2.6%
Energy 2.2%
Industrials 1.7%
Consumer Defensive 1.5%
Utilities 1.1%