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Portfolio (Quarterly) Guide ↗

PRIVATE MANAGEMENT GROUP INC

· CIK 0001142031
13F Portfolio $3.5B AUM 310 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 60 Added 110 Reduced 14 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SGOV ISHARES TR 38,677.0 $3.9M 0.11% +17K +77.3% $100.66 -0.2%
42 T AT&T INC Communication Services 110,890.0 $3.2M 0.09% +1K +1.3% $28.99 -21.7%
43 AMZN AMAZON COM INC Consumer Cyclical 13,422.0 $2.8M 0.08% +145.0 +1.1% $208.27 +17.2%
44 PFE PFIZER INC Healthcare 82,137.0 $2.3M 0.07% +1K +1.3% $28.08 -8.5%
45 USB US BANCORP Financial Services 41,112.0 $2.1M 0.06% +940.0 +2.3% $52.01 +6.4%
46 WTM WHITE MTNS INS GROUP LTD Financial Services 823.0 $1.8M 0.05% +97.0 +13.4% $2196.96 -7.9%
47 COYA THERAPEUTICS INC 369,096.0 $1.5M 0.04% +89K +31.7% $3.94
48 META META PLATFORMS INC Communication Services 2,069.0 $1.2M 0.03% +40.0 +2.0% $572.22 +2.2%
49 BA BOEING CO Industrials 4,047.0 $805K 0.02% +60.0 +1.5% $199.04 +7.8%
50 MU MICRON TECHNOLOGY INC Technology 2,002.0 $676K 0.02% +250.0 +14.3% $337.85 +177.0%
51 BRID BRIDGFORD FOODS CORP Consumer Defensive 82,298.0 $613K 0.02% +3K +4.1% $7.45 -4.8%
52 LLY ELI LILLY & CO Healthcare 609.0 $560K 0.02% +22.0 +3.8% $919.77 +24.4%
53 PG PROCTER & GAMBLE CO Consumer Defensive 3,752.0 $542K 0.02% +34.0 +0.9% $144.45 +2.9%
54 CLS CELESTICA INC Technology 1,830.0 $515K 0.01% +30.0 +1.7% $281.68 +32.0%
55 AMAT APPLIED MATLS INC Technology 1,094.0 $374K 0.01% +10.0 +0.9% $341.79 +46.1%
56 NKE NIKE INC Consumer Cyclical 6,971.0 $368K 0.01% +40.0 +0.6% $52.82 -15.5%
57 VPLS VANGUARD MALVERN FDS 4,491.0 $348K 0.01% +796.0 +21.5% $77.59 -0.7%
58 PEP PEPSICO INC Consumer Defensive 2,155.0 $335K 0.01% +101.0 +4.9% $155.29 -8.1%
59 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,646.0 $332K 0.01% +650.0 +8.1% $38.42 -8.5%
60 RTX RTX CORPORATION Industrials 1,626.0 $314K 0.01% +61.0 +3.9% $192.90 -5.9%
Page 3 of 3  ·  60 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 20.1%
Consumer Cyclical 14.5%
Real Estate 14.2%
Consumer Defensive 8.9%
Healthcare 8.2%
Industrials 8.0%
Energy 7.7%
Communication Services 7.6%
Technology 7.3%
Utilities 2.6%