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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 13 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SDY SPDR SERIES TRUST 3,203.0 $467K 0.01% $145.94 +0.5%
242 NEE NEXTERA ENERGY INC Utilities 4,860.0 $451K 0.01% $92.89 -3.7%
243 CAT CATERPILLAR INC Industrials 632.0 $448K 0.01% -52.0 -7.6% $708.46 +24.9%
244 IJR ISHARES TR 3,552.0 $442K 0.01% $124.31 +8.0%
245 IEMG ISHARES INC 6,317.0 $441K 0.01% $69.75 +14.8%
246 IBM INTERNATIONAL BUSINESS MACHS Technology 1,760.0 $427K 0.01% $242.46 -9.7%
247 BIV VANGUARD BD INDEX FDS 5,449.0 $421K 0.01% $77.18 -1.4%
248 TXN TEXAS INSTRS INC Technology 2,154.0 $418K 0.01% $194.14 +58.6%
249 XLI SELECT SECTOR SPDR TR 2,559.0 $414K 0.01% $161.73 +5.6%
250 SBUX STARBUCKS CORP Consumer Cyclical 4,497.0 $403K 0.01% $89.59 +19.5%
251 SCHG SCHWAB STRATEGIC TR 13,731.0 $400K 0.01% $29.13 +17.4%
252 GS GOLDMAN SACHS GROUP INC Financial Services 466.0 $394K 0.01% $845.99 +12.8%
253 IWF ISHARES TR 914.0 $390K 0.01% $426.40 -70.9%
254 AMAT APPLIED MATLS INC Technology 1,094.0 $374K 0.01% +10.0 +0.9% $341.79 +25.8%
255 NKE NIKE INC Consumer Cyclical 6,971.0 $368K 0.01% +40.0 +0.6% $52.82 -21.4%
256 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,000.0 $362K 0.01% $180.83 +9.2%
257 L LOEWS CORP Financial Services 3,352.0 $358K 0.01% $106.74 -0.1%
258 VPLS VANGUARD MALVERN FDS 4,491.0 $348K 0.01% +796.0 +21.5% $77.59 -0.9%
259 BSV VANGUARD BD INDEX FDS 4,420.0 $347K 0.01% $78.41 -0.7%
260 VTI VANGUARD INDEX FDS 1,063.0 $341K 0.01% $320.70 +13.0%
Page 13 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 20.1%
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%