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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LESL LESLIES INC Consumer Cyclical 148,209.0 $245K 0.01% NEW $1.65 +55.8%
282 DFAS DIMENSIONAL ETF TRUST 3,447.0 $240K 0.01% NEW $69.67 +7.7%
283 XLP SELECT SECTOR SPDR TR 3,000.0 $233K 0.01% NEW $77.68 +9.7%
284 MDV MODIV INDUSTRIAL INC Real Estate 15,914.0 $229K 0.01% NEW $14.39 +25.8%
285 MFC MANULIFE FINL CORP Financial Services 6,233.0 $226K 0.01% NEW $36.28 +4.1%
286 SCHA SCHWAB STRATEGIC TR 7,922.0 $226K 0.01% NEW $28.48 +12.5%
287 JHMM JOHN HANCOCK EXCHANGE TRADED 3,404.0 $223K 0.01% NEW $65.48 +7.4%
288 VHT VANGUARD WORLD FD 757.0 $218K 0.01% NEW $287.89 -6.3%
289 VIGI VANGUARD WHITEHALL FDS 2,382.0 $218K 0.01% NEW $91.45 +2.0%
290 SAFEHOLD INC 15,547.0 $213K 0.01% NEW $13.69
291 VEA VANGUARD TAX-MANAGED FDS 3,321.0 $207K 0.01% NEW $62.47 +10.4%
292 EMR EMERSON ELEC CO Industrials 1,540.0 $204K 0.01% NEW $132.72 -2.7%
293 IJJ ISHARES TR 1,546.0 $203K 0.01% NEW $131.59 +4.2%
294 RSP INVESCO EXCHANGE TRADED FD T 1,062.0 $203K 0.01% NEW $191.56 +5.0%
295 CRM SALESFORCE INC Technology 764.0 $202K 0.01% NEW $264.91 -30.2%
296 ISHARES TR 8,825.0 $202K 0.01% NEW $22.88
297 ISHARES TR 8,981.0 $202K 0.01% NEW $22.47
298 ISHARES TR 9,013.0 $202K 0.01% NEW $22.37
299 VYM VANGUARD WHITEHALL FDS 1,396.0 $200K 0.01% NEW $143.52 +8.4%
300 CVBF CVB FINL CORP Financial Services 10,727.0 $200K 0.01% NEW $18.60 +5.8%
Page 15 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%