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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 34 of 48  ·  947 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FNDA Schwab Fundamental US Small Com ETF 94.0 $3K NEW $31.16 +18.7%
662 NLOP Net Lease Office PPTYS Real Estate 98.0 $3K NEW $29.66 -60.9%
663 JD JD Com Inc F Sponsored ADR Consumer Cyclical 83.0 $3K NEW $34.98 -21.2%
664 EXC Exelon Corp Utilities 64.0 $3K NEW $45.02 +1.8%
665 AXON Axon Enterprise Inc Industrials 4.0 $3K NEW $717.75 -41.0%
666 LVS Las Vegas Sands Corp Consumer Cyclical 53.0 $3K NEW $53.79 -9.4%
667 PKG Packaging Corp Of Am Consumer Cyclical 13.0 $3K NEW $219.15 +4.5%
668 WY Weyerhaeuser Co REIT Real Estate 114.0 $3K NEW $24.79 -1.9%
669 CF CF Industries HLDG Basic Materials 31.0 $3K NEW $89.71 +14.7%
670 MTZ Mastec Inc Industrials 13.0 $3K NEW $212.85 +78.4%
671 SCHR Schwab Intermediate Term US TRS ETF 110.0 $3K NEW $25.13 -2.1%
672 DLTR Dollar Tree Inc Consumer Defensive 29.0 $3K NEW $94.38 +18.3%
673 DRI Darden Restaurants Consumer Cyclical 14.0 $3K NEW $190.36 +12.1%
674 FIG Figma Inc Technology 50.0 $3K NEW $53.16 -64.5%
675 PRCT Procept Biorobotics Corp Healthcare 73.0 $3K NEW $35.68 -39.1%
676 VIXY ProShares Vix Short Term Futures ETF Financial Services 80.0 $3K NEW $32.30 -32.2%
677 LSTR Landstar SYS Inc Industrials 21.0 $3K NEW $122.57 +69.2%
678 CRON Cronos Group Inc F Healthcare 925.0 $3K NEW $2.78 -2.5%
679 RS Reliance STL & Alumi Basic Materials 9.0 $3K NEW $280.78 +41.2%
680 DBC Invesco DB Commodity Index Tracking Fund Financial Services 112.0 $3K NEW $22.53 +22.7%
Page 34 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%