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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLP SELECT SECTOR SPDR TR 3,000.0 $246K 0.01% $81.98 +4.0%
282 VOO VANGUARD INDEX FDS 411.0 $246K 0.01% -20.0 -4.6% $597.80 +13.3%
283 UNP UNION PAC CORP Industrials 1,002.0 $243K 0.01% -557.0 -35.7% $242.62 +13.7%
284 VB VANGUARD INDEX FDS 924.0 $242K 0.01% -100.0 -9.8% $261.92 +7.4%
285 ACN ACCENTURE PLC IRELAND Technology 1,165.0 $231K 0.01% $198.29 -11.9%
286 SCHA SCHWAB STRATEGIC TR 7,922.0 $230K 0.01% $29.08 +11.1%
287 MDV MODIV INDUSTRIAL INC Real Estate 15,914.0 $228K 0.01% $14.32 +26.7%
288 KHC KRAFT HEINZ CO Consumer Defensive 10,101.0 $227K 0.01% $22.49 +1.6%
289 BLK BLACKROCK INC Financial Services 232.0 $223K 0.01% $961.71 +12.9%
290 SO SOUTHERN CO Utilities 2,288.0 $221K 0.01% NEW $96.50 -3.6%
291 MFC MANULIFE FINL CORP Financial Services 6,233.0 $215K 0.01% $34.44 +10.4%
292 VEA VANGUARD TAX-MANAGED FDS 3,321.0 $213K 0.01% $64.08 +8.1%
293 VIGI VANGUARD WHITEHALL FDS 2,382.0 $211K 0.01% $88.46 +4.6%
294 SAFEHOLD INC 15,547.0 $210K 0.01% $13.53
295 CVBF CVB FINL CORP Financial Services 10,727.0 $208K 0.01% $19.39 +2.8%
296 VYM VANGUARD WHITEHALL FDS 1,397.0 $207K 0.01% $148.10 +5.4%
297 IJJ ISHARES TR 1,546.0 $205K 0.01% $132.50 +4.8%
298 DFAS DIMENSIONAL ETF TRUST 2,870.0 $204K 0.01% -577.0 -16.7% $71.13 +6.7%
299 RSP INVESCO EXCHANGE TRADED FD T 1,062.0 $204K 0.01% $191.92 +5.3%
300 EMR EMERSON ELEC CO Industrials 1,540.0 $202K 0.01% $131.02 +0.4%
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 20.1%
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%