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Portfolio (Quarterly) Guide ↗

Financial Management Professionals, Inc.

· CIK 0001568132
13F Portfolio $961M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 947 New
Page 15 of 48  ·  947 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BP BP PLC F Sponsored ADR Energy 1,110.0 $38K 0.00% NEW $34.46 +19.4%
282 MUFG Mitsubishi UFJ Financial Group Inc Financial Services 2,388.0 $38K 0.00% NEW $15.94 +27.4%
283 BKNG Booking Holdings Inc Consumer Cyclical 7.0 $38K 0.00% NEW $5399.29 -96.7%
284 AVAV Aerovironment Inc Industrials 120.0 $38K 0.00% NEW $314.89 -47.1%
285 HMC Honda Motor Co LTD F Sponsored ADR Consumer Cyclical 1,217.0 $37K 0.00% NEW $30.80 -12.8%
286 MELI Mercadolibre Inc Consumer Cyclical 16.0 $37K 0.00% NEW $2336.94 -28.4%
287 ADP Auto Data Processing Industrials 126.0 $37K 0.00% NEW $295.04 -24.8%
288 SMH Vaneck Semiconductor ETF 113.0 $37K 0.00% NEW $326.36 +88.8%
289 SCHZ Schwab US Aggregate Bond ETF 1,564.0 $37K 0.00% NEW $23.47 -1.4%
290 ADBE Adobe Inc Technology 104.0 $37K 0.00% NEW $352.75 -41.2%
291 GFI Gold Fields LTD New F Sponsored ADR Basic Materials 872.0 $37K 0.00% NEW $41.96 -5.6%
292 JBL Jabil Inc Technology 167.0 $36K 0.00% NEW $216.89 +73.1%
293 C Citigroup Inc Financial Services 349.0 $35K 0.00% NEW $101.58 +40.8%
294 TD Toronto-Dominion BK F Financial Services 442.0 $35K 0.00% NEW $79.95 +47.9%
295 INTC Intel Corp Technology 1,053.0 $35K 0.00% NEW $33.55 +248.9%
296 CVCO Cavco Industries Inc Consumer Cyclical 60.0 $35K 0.00% NEW $580.73 +4.1%
297 NFG NTNL Fuel Gas Co Energy 373.0 $35K 0.00% NEW $92.97 -17.4%
298 BTI Brit Amer Tobacco F Sponsored ADR Consumer Defensive 650.0 $35K 0.00% NEW $53.08 +15.6%
299 AAL American Airls Group Industrials 3,061.0 $34K 0.00% NEW $11.24 +39.8%
300 LHX L3harris Technologies In Industrials 110.0 $34K 0.00% NEW $305.41 +1.7%
Page 15 of 48  ·  947 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 31.9%
Technology 26.8%
Consumer Cyclical 7.8%
Healthcare 7.1%
Energy 6.7%
Industrials 5.6%
Communication Services 4.7%
Consumer Defensive 3.8%
Basic Materials 2.6%
Utilities 1.9%