BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 11 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 230.0 $8K 0.00% NEW $36.69 +27.3%
202 SNPS SYNOPSYS INC COM Technology 17.0 $8K 0.00% NEW $493.41 +1.0%
203 TRV TRAVELERS COMPANIES INC COM Financial Services 30.0 $8K 0.00% NEW $279.23 +9.6%
204 EXC EXELON CORP COM Utilities 176.0 $8K 0.00% NEW $45.01 -2.3%
205 MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 104.0 $8K 0.00% NEW $73.45 +10.3%
206 URNM SPROTT URANIUM MINERS ETF 124.0 $7K 0.00% NEW $60.43 -5.5%
207 ARTY ISHARES FUTURE AI & TECH ETF 163.0 $7K 0.00% NEW $45.87 +39.1%
208 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 206.0 $7K 0.00% NEW $35.47 +9.7%
209 JD JD.COM INC SPON ADS CL A Consumer Cyclical 207.0 $7K 0.00% NEW $35.04 -9.8%
210 TGT TARGET CORP COM Consumer Defensive 80.0 $7K 0.00% NEW $89.70 +37.6%
211 BAC BANK AMERICA CORP COM Financial Services 135.0 $7K 0.00% NEW $51.59 -1.7%
212 CVS CVS HEALTH CORP COM Healthcare 90.0 $7K 0.00% NEW $75.39 +27.3%
213 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 90.0 $7K 0.00% NEW $75.16 -18.2%
214 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 60.0 $7K 0.00% NEW $111.83 +15.8%
215 RNP COHEN & STEERS REIT PREFERRED BALANCE INCOME Financial Services 295.0 $7K 0.00% NEW $22.48 -8.4%
216 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 84.0 $7K 0.00% NEW $78.37 +9.9%
217 AFL AFLAC INC COM Financial Services 56.0 $6K 0.00% NEW $111.70 +6.0%
218 XME SPDR S&P METALS & MINING ETF 66.0 $6K 0.00% NEW $93.42 +17.9%
219 JETS U.S. GLOBAL JETS ETF 250.0 $6K 0.00% NEW $24.65 +0.6%
220 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY 242.0 $6K 0.00% NEW $25.10
Page 11 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%