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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $206M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DOV Dover Corp Industrials 37.0 $7K 0.00% NEW $197.46 +7.6%
202 ACWV iShares MSCI Global Min Vol Factor ETF 59.0 $7K 0.00% NEW $118.93 +2.7%
203 DVY iShares Select Dividend ETF 49.0 $7K 0.00% NEW $141.73 +9.4%
204 Millrose Properties Inc 229.0 $7K 0.00% NEW $29.87
205 CTVA Corteva Inc Basic Materials 83.0 $6K 0.00% NEW $66.66 +20.9%
206 TD The Toronto-Dominion Bank Financial Services 58.0 $5K 0.00% NEW $94.02 +20.6%
207 IXUS iShares Core MSCI Total International Stock ETF 63.0 $5K 0.00% NEW $84.86 +13.9%
208 CMCSA Comcast Corp Communication Services 178.0 $5K 0.00% NEW $29.96 -16.0%
209 PRU Prudential Financial Inc Financial Services 47.0 $5K 0.00% NEW $113.21 -11.1%
210 IRM Iron Mountain Inc Real Estate 58.0 $5K 0.00% NEW $83.57 +51.8%
211 PCT PureCycle Technologies Inc Industrials 549.0 $5K 0.00% NEW $8.59 +49.8%
212 IWS iShares Russell Mid-Cap Value ETF 30.0 $4K 0.00% NEW $141.07 +13.6%
213 VTRS Viatris Inc Healthcare 332.0 $4K 0.00% NEW $12.44 +29.5%
214 CARR Carrier Global Corp Industrials 77.0 $4K 0.00% NEW $53.00 +20.4%
215 IWP iShares Russell Mid-Cap Growth ETF 29.0 $4K 0.00% NEW $136.93 +3.7%
216 AZO Autozone Inc Consumer Cyclical 1.0 $3K 0.00% NEW $3392.00 -11.3%
217 KODK Eastman Kodak Co Industrials 400.0 $3K 0.00% NEW $8.46 +19.0%
218 ASPN Aspen Aerogels Inc Industrials 1,010.0 $3K 0.00% NEW $2.83 +125.1%
219 SOUN Soundhound AI Inc Class A Com Technology 250.0 $2K 0.00% NEW $9.97 -14.2%
220 FRO Frontline PLC Energy 111.0 $2K 0.00% NEW $21.73 +59.0%
Page 11 of 12  ·  225 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 29.6%
Technology 27.8%
Healthcare 13.7%
Industrials 7.6%
Consumer Cyclical 7.1%
Consumer Defensive 6.5%
Communication Services 2.9%
Utilities 2.6%
Energy 1.5%
Basic Materials 0.5%