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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 42 of 48  ·  947 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OVV Ovintiv Ord Energy 18.0 $727.0 NEW $40.39 +29.8%
822 FNF Fidelity Natl Finl Financial Services 12.0 $726.0 NEW $60.50 -22.6%
823 CLSK Cleanspark Inc Technology 50.0 $725.0 NEW $14.50 +18.9%
824 CPRT Copart Inc Industrials 16.0 $720.0 NEW $45.00 -32.8%
825 WH Wyndham Hotels & Resorts Consumer Cyclical 9.0 $719.0 NEW $79.89 +4.6%
826 AMG Affiliated Managers Financial Services 3.0 $715.0 NEW $238.33 +48.1%
827 CLH Clean Harbors Inc Industrials 3.0 $697.0 NEW $232.33 +24.2%
828 BYD Boyd Gaming Corp Consumer Cyclical 8.0 $693.0 NEW $86.62 -2.2%
829 NVT Nvent Electric PLC F Industrials 7.0 $690.0 NEW $98.57 +79.6%
830 NYT New York Times Class A Communication Services 12.0 $689.0 NEW $57.42 +27.2%
831 ANF Abercrombie & Fitch Consumer Cyclical 8.0 $684.0 NEW $85.50 +2.0%
832 TAP Molson Coors Beverage CL Class B Consumer Defensive 15.0 $679.0 NEW $45.27 -13.0%
833 KHC Kraft Heinz Co Consumer Defensive 26.0 $677.0 NEW $26.04 -12.4%
834 EVR Evercore Inc Financial Services 2.0 $675.0 NEW $337.50 +10.1%
835 American Bitcoin Corp Class A 100.0 $674.0 NEW $6.74
836 AMH American Homes 4rent REIT Real Estate 20.0 $665.0 NEW $33.25 -4.6%
837 EBND SPDR Bloombg Emg MRKT LCL BND ETF 31.0 $662.0 NEW $21.35 -1.8%
838 EXEL Exelixis Inc Healthcare 16.0 $661.0 NEW $41.31 +25.7%
839 SCHP Schwab US TIPS ETF 24.0 $647.0 NEW $26.96 -1.7%
840 TEAM Atlassian Corp Class A Technology 4.0 $639.0 NEW $159.75 -48.2%
Page 42 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%