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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 11 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AZO AUTOZONE INC COM Consumer Cyclical 2.0 $7K 0.00% $3391.50 +0.6%
202 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 84.0 $7K 0.00% $77.68 +10.3%
203 ZTS ZOETIS INC CL A Healthcare 50.0 $6K 0.00% -33.0 -39.8% $125.82 -36.8%
204 AFL AFLAC INC COM Financial Services 56.0 $6K 0.00% $110.27 +6.7%
205 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY 242.0 $6K 0.00% $25.43
206 RGLD ROYAL GOLD INC COM Basic Materials 27.0 $6K 0.00% $222.30 +0.3%
207 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 131.0 $6K 0.00% $45.53 +9.6%
208 JD JD.COM INC SPON ADS CL A Consumer Cyclical 207.0 $6K 0.00% $28.75 +13.4%
209 TGT TARGET CORP COM Consumer Defensive 60.0 $6K 0.00% -20.0 -25.0% $97.75 +25.2%
210 INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY 199.0 $6K 0.00% $28.29
211 INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY 200.0 $6K 0.00% $27.84
212 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 184.0 $5K 0.00% $29.70 +9.1%
213 RNP COHEN & STEERS REIT PREFERRED BALANCE INCOME Financial Services 271.0 $5K 0.00% -24.0 -8.1% $19.86 +4.7%
214 IFN INDIA FUND INC Financial Services 390.0 $5K 0.00% $13.71 -14.4%
215 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 157.0 $5K 0.00% $33.51 +4.8%
216 HOLOGIC INC COM 65.0 $5K 0.00% $74.49
217 IFRA ISHARES U.S. INFRASTRUCTURE ETF 85.0 $4K 0.00% $52.72 +14.4%
218 IAU ISHARES GOLD TRUST Financial Services 55.0 $4K 0.00% $81.16 +5.1%
219 C CITIGROUP INC Financial Services 38.0 $4K 0.00% $116.68 +7.0%
220 MRNA MODERNA INC COM Healthcare 150.0 $4K 0.00% $29.49 +65.3%
Page 11 of 13  ·  248 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 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%