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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 13 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRITICAL METALS CORP PUBCO ORD SHS 201.0 $1K 0.00% NEW $6.94
242 CPER UNITED STATES COPPER INDEX FUND Financial Services 37.0 $1K 0.00% $34.97 +9.8%
243 QUINCE THERAPEUTICS INC COM 340.0 $1K $3.35
244 F FORD MOTOR COMPANY Consumer Cyclical 80.0 $1K $13.12 -1.2%
245 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 12.0 $1K $84.58 +7.7%
246 HAUS RESIDENTIAL REIT ETF 55.0 $977.0 $17.76 +4.9%
247 REAL THE REALREAL INC COM Consumer Cyclical 29.0 $458.0 $15.79 -44.2%
248 WOLF CREE INC Technology 1.0 $17.0 NEW $17.00 +237.1%
Page 13 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%