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Portfolio (Quarterly) Guide ↗

Gem Investment Advisors, LLC

· CIK 0001580018
13F Portfolio $102M AUM 35 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 3 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QDEL QUIDELORTHO CORP Healthcare 296,665.0 $4.9M 4.79% +200K +206.7% $16.43 -30.7%
2 LRMR LARIMAR THERAPEUTICS INC Healthcare 854,230.0 $3.8M 3.78% +573K +204.2% $4.50 -13.6%
3 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 40,000.0 $2.4M 2.32% +11K +38.7% $59.03 +20.1%

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
Healthcare 27.7%
Consumer Cyclical 18.6%
Financial Services 17.1%
Real Estate 6.7%
Basic Materials 6.5%
Industrials 6.2%
Consumer Defensive 6.2%
Technology 4.5%
Utilities 4.5%
Energy 1.3%