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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 14 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JKHY HENRY JACK & ASSOC INC Technology 1,817.0 $332K 0.01% NEW $182.48 -23.8%
262 NSC NORFOLK SOUTHN CORP Industrials 1,141.0 $329K 0.01% NEW $288.72 +10.9%
263 ACN ACCENTURE PLC IRELAND Technology 1,165.0 $313K 0.01% NEW $268.30 -33.8%
264 SWZ TOTAL RETURN SECURITIES FUND Financial Services 10,545.0 $303K 0.01% NEW $28.72 -79.3%
265 PEP PEPSICO INC Consumer Defensive 2,054.0 $295K 0.01% NEW $143.52 +3.8%
266 DFIV DIMENSIONAL ETF TRUST 5,794.0 $289K 0.01% NEW $49.90 +11.0%
267 VPLS VANGUARD MALVERN FDS 3,695.0 $289K 0.01% NEW $78.12 -1.7%
268 RTX RTX CORPORATION Industrials 1,565.0 $287K 0.01% NEW $183.40 -4.1%
269 LOW LOWES COS INC Consumer Cyclical 1,169.0 $282K 0.01% NEW $241.16 -9.6%
270 AMAT APPLIED MATLS INC Technology 1,084.0 $279K 0.01% NEW $256.99 +60.9%
271 VOO VANGUARD INDEX FDS 431.0 $270K 0.01% NEW $627.37 +8.2%
272 COPY RBB FUND TRUST 20,680.0 $267K 0.01% NEW $12.90 +13.4%
273 VB VANGUARD INDEX FDS 1,024.0 $264K 0.01% NEW $257.95 +9.1%
274 VONE VANGUARD SCOTTSDALE FDS 844.0 $261K 0.01% NEW $309.04 +7.7%
275 ADBE ADOBE INC Technology 730.0 $255K 0.01% NEW $349.99 -27.0%
276 EFA ISHARES TR 2,655.0 $255K 0.01% NEW $96.03 +6.9%
277 BLK BLACKROCK INC Financial Services 232.0 $248K 0.01% NEW $1070.34 +1.5%
278 DFUV DIMENSIONAL ETF TRUST 5,325.0 $248K 0.01% NEW $46.59 +12.3%
279 WELL WELLTOWER INC Real Estate 1,330.0 $247K 0.01% NEW $185.61 +14.5%
280 KHC KRAFT HEINZ CO Consumer Defensive 10,101.0 $245K 0.01% NEW $24.25 -3.7%
Page 14 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%