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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
Page 10 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 248.0 $11K 0.00% $45.97 +5.4%
182 ED CONSOLIDATED EDISON INC COM Utilities 100.0 $11K 0.00% $113.18 -5.1%
183 IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY 365.0 $11K 0.00% $30.13 +4.7%
184 ESGE ISHARES ESG AWARE MSCI EM ETF 241.0 $11K 0.00% NEW $45.47 +15.8%
185 UTF COHEN & STEERS INFRASTRUCTURE FUND Financial Services 418.0 $11K 0.00% $25.88 +3.9%
186 EW EDWARDS LIFESCIENCES CORP COM Healthcare 135.0 $11K 0.00% $80.08 +3.9%
187 UBER UBER TECHNOLOGIES INC COM Technology 150.0 $11K 0.00% $71.93 +3.7%
188 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH 386.0 $11K 0.00% $27.59
189 DIS DISNEY WALT CO COM Communication Services 110.0 $11K 0.00% $96.38 +7.5%
190 JPM JPMORGAN CHASE & CO COM Financial Services 36.0 $11K 0.00% $294.17 +3.0%
191 XBI STATE STREET SPDR S&P BIOTECH ETF 80.0 $10K 0.00% $127.72 +4.0%
192 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 2,017.0 $10K 0.00% NEW $5.03 +7.5%
193 MA MASTERCARD INC Financial Services 20.0 $10K 0.00% $504.70 -1.0%
194 HD HOME DEPOT Consumer Cyclical 30.0 $10K 0.00% $328.90 -4.6%
195 SO SOUTHERN CO COM Utilities 100.0 $10K 0.00% $96.52 -3.0%
196 PEP PEPSICO INC COM Consumer Defensive 60.0 $9K 0.00% $155.28 -4.1%
197 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 27.0 $9K 0.00% NEW $337.96 +18.8%
198 MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 105.0 $9K 0.00% $84.77 -5.1%
199 NKE NIKE INC CL B Consumer Cyclical 164.0 $9K 0.00% $52.82 -16.0%
200 NEM NEWMONT CORP COM Basic Materials 80.0 $9K 0.00% NEW $108.25 +0.1%
Page 10 of 16  ·  318 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 40.7%
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%