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Portfolio (Quarterly) Guide ↗

CMC Financial Group

· CIK 0001770940
13F Portfolio $51M AUM 38 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 10 Added 8 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SILJ AMPLIFY ETF TR 146,192.0 $4.3M 8.52% -39K -20.9% $29.72 -10.5%
2 GDX VANECK ETF TRUST 47,187.0 $4.3M 8.49% -16K -25.7% $91.77 -14.0%
3 CGIC CAPITAL GROUP INTERNATIONAL 52,830.0 $1.7M 3.43% -60K -53.2% $33.11 +9.7%
4 BERKSHIRE HATHAWAY INC DEL 1,982.0 $950K 1.86% -695.0 -26.0% $479.20
5 BIL SPDR SERIES TRUST 9,373.0 $859K 1.69% -3K -23.0% $91.64 -0.1%
6 GDMN WISDOMTREE TR 6,525.0 $660K 1.29% -941.0 -12.6% $101.18 -24.2%
7 NUKZ EXCHANGE TRADED CONCEPTS TRU 9,854.0 $648K 1.27% -3K -25.0% $65.77 +7.0%
8 IBM INTERNATIONAL BUSINESS MACHS Technology 2,395.0 $581K 1.14% -348.0 -12.7% $242.39 +9.4%

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
Technology 54.1%
Energy 14.0%
Financial Services 13.9%
Communication Services 7.5%
Basic Materials 4.7%
Consumer Cyclical 4.6%
Real Estate 1.2%