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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 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MS MORGAN STANLEY COM NEW Financial Services 38.0 $6K 0.00% NEW $158.95 +21.2%
222 ADBE ADOBE INC COM Technology 17.0 $6K 0.00% NEW $352.76 -27.7%
223 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 131.0 $6K 0.00% NEW $45.51 +8.4%
224 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 120.0 $6K 0.00% NEW $47.94 -35.7%
225 IFN INDIA FUND INC Financial Services 390.0 $6K 0.00% NEW $14.65 -21.1%
226 CNC CENTENE CORP DEL COM Healthcare 100.0 $6K 0.00% NEW $56.65 +2.8%
227 INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY 199.0 $5K 0.00% NEW $27.58
228 INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY 200.0 $5K 0.00% NEW $27.28
229 RGLD ROYAL GOLD INC COM Basic Materials 27.0 $5K 0.00% NEW $200.59 +12.8%
230 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 184.0 $5K 0.00% NEW $29.16 +10.4%
231 NVO NOVO-NORDISK A S ADR Healthcare 95.0 $5K 0.00% NEW $55.49 -20.2%
232 TFC TRUIST FINL CORP COM Financial Services 115.0 $5K 0.00% NEW $45.72 +2.9%
233 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 157.0 $5K 0.00% NEW $32.69 +6.8%
234 NOC NORTHROP GRUMMAN CORP COM Industrials 8.0 $5K 0.00% NEW $609.38 -9.7%
235 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 34.0 $5K 0.00% NEW $141.50 +57.7%
236 ENSTAR GROUP LIMITED SHS 14.0 $5K 0.00% NEW $337.93
237 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 129.0 $5K 0.00% NEW $35.69 +16.6%
238 SNOW SNOWFLAKE INC COM SHS Technology 20.0 $5K 0.00% NEW $225.55 -27.2%
239 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 45.0 $4K 0.00% NEW $99.96 -23.0%
240 IFRA ISHARES U.S. INFRASTRUCTURE ETF 85.0 $4K 0.00% NEW $52.61 +13.8%
Page 12 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%