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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 7 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAUG INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST 1,105.0 $31K 0.01% $28.46 +4.4%
122 BAX BAXTER INTL INC COM Healthcare 1,645.0 $31K 0.01% $19.11 -0.4%
123 CSCO CISCO SYS INC Technology 400.0 $31K 0.01% -155.0 -27.9% $77.03 +53.4%
124 SCHA SCHWAB U.S. SMALL-CAP ETF 1,069.0 $30K 0.01% $28.48 +16.5%
125 IYW ISHARES U.S. TECHNOLOGY ETF 151.0 $30K 0.01% $200.06 +20.0%
126 ABT ABBOTT LABS COM Healthcare 240.0 $30K 0.01% $125.29 -29.9%
127 IWV ISHARES RUSSELL 3000 ETF 73.0 $28K 0.01% $386.18 +8.9%
128 PGX INVESCO PREFERRED ETF 2,370.0 $27K 0.01% $11.24 -2.6%
129 PGF INVESCO FINANCIAL PREFERRED ETF 1,863.0 $26K 0.01% +30.0 +1.6% $14.14 -2.5%
130 PANW PALO ALTO NETWORKS INC COM Technology 138.0 $25K 0.01% -204.0 -59.6% $184.20 +37.3%
131 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 560.0 $25K 0.01% $45.21 +18.7%
132 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 269.0 $25K 0.01% $92.44 +14.4%
133 TMUS T-MOBILE US INC COM Communication Services 122.0 $25K 0.01% +65.0 +114.0% $203.04 -6.3%
134 MCK MCKESSON CORP COM Healthcare 30.0 $25K 0.01% $820.30 -6.6%
135 VHT VANGUARD HEALTH CARE ETF 80.0 $23K 0.01% $287.85 -3.9%
136 IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 761.0 $23K 0.01% -16K -95.3% $30.22 +2.6%
137 VTI VANGUARD TOTAL STOCK MARKET ETF 64.0 $21K 0.01% $335.27 +8.9%
138 BAC BANK AMERICA CORP COM Financial Services 374.0 $21K 0.01% +239.0 +177.0% $55.00 -6.4%
139 CEG CONSTELLATION ENERGY CORP COM Utilities 58.0 $20K 0.01% $353.28 -19.1%
140 IBB ISHARES BIOTECHNOLOGY ETF 121.0 $20K 0.01% $168.83 +0.1%
Page 7 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%