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Portfolio (Quarterly) Guide ↗

PRIVATE MANAGEMENT GROUP INC

· CIK 0001142031
13F Portfolio $3.4B AUM 310 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 11 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DFUS DIMENSIONAL ETF TRUST 12,243.0 $908K 0.03% NEW $74.17 +8.2%
202 IWM ISHARES TR 3,519.0 $866K 0.03% NEW $246.16 +12.8%
203 BA BOEING CO Industrials 3,987.0 $866K 0.03% NEW $217.13 +1.5%
204 GLD SPDR GOLD TR Financial Services 2,146.0 $850K 0.03% NEW $396.31 +7.8%
205 AVGO BROADCOM INC Technology 2,408.0 $833K 0.02% NEW $346.10 +22.9%
206 ALEXANDER & BALDWIN INC 37,346.0 $771K 0.02% NEW $20.64
207 DIS DISNEY WALT CO Communication Services 6,728.0 $765K 0.02% NEW $113.77 -7.3%
208 VTV VANGUARD INDEX FDS 3,974.0 $759K 0.02% NEW $190.99 +8.2%
209 DOW DOW INC Basic Materials 30,000.0 $701K 0.02% NEW $23.38 +65.9%
210 IJK ISHARES TR 7,165.0 $694K 0.02% NEW $96.88 +13.9%
211 CRWD CROWDSTRIKE HLDGS INC Technology 1,454.0 $682K 0.02% NEW $468.76 +23.7%
212 QQQ INVESCO QQQ Financial Services 1,103.0 $678K 0.02% NEW $614.50 +15.4%
213 FIRST FNDTN INC 109,845.0 $677K 0.02% NEW $6.16
214 USFR WISDOMTREE TR 12,735.0 $641K 0.02% NEW $50.32 +0.2%
215 VXF VANGUARD INDEX FDS 3,062.0 $640K 0.02% NEW $209.12 +7.4%
216 LLY ELI LILLY & CO Healthcare 587.0 $631K 0.02% NEW $1074.68 -6.3%
217 IVV ISHARES TR 917.0 $628K 0.02% NEW $684.94 +8.4%
218 BRID BRIDGFORD FOODS CORP Consumer Defensive 79,040.0 $617K 0.02% NEW $7.80 +1.2%
219 PH PARKER-HANNIFIN CORP Industrials 685.0 $602K 0.02% NEW $878.96 +0.2%
220 DE DEERE & CO Industrials 1,265.0 $589K 0.02% NEW $465.57 +23.4%
Page 11 of 16  ·  310 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 20.0%
Real Estate 14.6%
Consumer Cyclical 14.1%
Communication Services 9.7%
Healthcare 9.3%
Consumer Defensive 8.6%
Energy 7.0%
Industrials 6.9%
Technology 6.8%
Utilities 2.6%