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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 14 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NFLX NETFLIX INC. Communication Services 3,530.0 $339K 0.01% -100.0 -2.8% $96.15 -9.5%
262 PEP PEPSICO INC Consumer Defensive 2,155.0 $335K 0.01% +101.0 +4.9% $155.29 -4.0%
263 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,646.0 $332K 0.01% +650.0 +8.1% $38.42 +13.3%
264 XLV SELECT SECTOR SPDR TR 2,252.0 $330K 0.01% $146.61 -0.6%
265 NSC NORFOLK SOUTHN CORP Industrials 1,141.0 $327K 0.01% $287.00 +10.1%
266 VGT VANGUARD WORLD FD 459.0 $320K 0.01% $697.72 -83.9%
267 ROK ROCKWELL AUTOMATION INC Industrials 891.0 $320K 0.01% $358.88 +25.0%
268 RTX RTX CORPORATION Industrials 1,626.0 $314K 0.01% +61.0 +3.9% $192.90 -11.3%
269 XLK SELECT SECTOR SPDR TR 2,312.0 $307K 0.01% $132.90 +31.2%
270 SWZ TOTAL RETURN SECURITIES FUND Financial Services 10,545.0 $306K 0.01% $29.02 -79.5%
271 DFIV DIMENSIONAL ETF TRUST 5,794.0 $306K 0.01% $52.78 +4.9%
272 WMT WALMART INC Consumer Defensive 2,438.0 $303K 0.01% -559.0 -18.6% $124.29 +5.8%
273 JKHY HENRY JACK & ASSOC INC Technology 1,817.0 $287K 0.01% $158.04 -13.4%
274 COPY RBB FUND TRUST 20,507.0 $281K 0.01% -173.0 -0.8% $13.72 +6.8%
275 LOW LOWES COS INC Consumer Cyclical 1,166.0 $276K 0.01% $236.28 -7.6%
276 WELL WELLTOWER INC Real Estate 1,330.0 $263K 0.01% $197.71 +8.1%
277 DFUV DIMENSIONAL ETF TRUST 5,325.0 $258K 0.01% $48.46 +8.0%
278 EFA ISHARES TR 2,655.0 $258K 0.01% $97.13 +5.7%
279 VDE VANGUARD WORLD FD 1,460.0 $253K 0.01% NEW $173.04 -0.9%
280 VONE VANGUARD SCOTTSDALE FDS 844.0 $249K 0.01% $295.12 +12.8%
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 20.1%
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%