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Portfolio (Quarterly) Guide ↗

Gem Investment Advisors, LLC

· CIK 0001580018
13F Portfolio $163M AUM 36 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 7 Added 7 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NNDM NANO DIMENSION LTD Technology 1,000,000.0 $1.4M 0.89% NEW $1.45 +9.0%
2 ABEONA THERAPEUTICS INC 99,084.0 $612K 0.38% NEW $6.18

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 44.5%
Consumer Cyclical 22.6%
Technology 6.4%
Financial Services 6.3%
Real Estate 4.5%
Consumer Defensive 4.0%
Industrials 3.8%
Basic Materials 3.4%
Utilities 3.0%
Communication Services 0.7%