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Portfolio (Quarterly) Guide ↗

JDM Financial Group LLC

· CIK 0001960212
13F Portfolio $259M AUM 318 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 29 Added 25 Reduced 4 Exited
Page 12 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 90.0 $6K 0.00% -12.0 -11.8% $71.23 -9.7%
222 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY 242.0 $6K 0.00% $25.61
223 JETS U.S. GLOBAL JETS ETF 250.0 $6K 0.00% $24.63 +9.6%
224 AFL AFLAC INC COM Financial Services 56.0 $6K 0.00% $109.71 +7.4%
225 JD JD.COM INC SPON ADS CL A Consumer Cyclical 207.0 $6K 0.00% $29.62 +6.2%
226 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 131.0 $6K 0.00% $46.74 +7.5%
227 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 219.0 $6K 0.00% NEW $27.40 -2.4%
228 IBIT ISHARES BITCOIN TRUST ETF Financial Services 155.0 $6K 0.00% $38.42 +14.5%
229 ZTS ZOETIS INC CL A Healthcare 50.0 $6K 0.00% $118.22 -32.6%
230 PKG PACKAGING CORP AMER COM Consumer Cyclical 27.0 $6K 0.00% NEW $212.22 +0.5%
231 INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY 199.0 $6K 0.00% $28.73
232 VDE VANGUARD ENERGY ETF 33.0 $6K 0.00% $172.76 -3.2%
233 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 31.0 $6K 0.00% NEW $182.32 -1.1%
234 BP BP PLC SPONSORED ADR Energy 120.0 $6K 0.00% NEW $47.00 -4.5%
235 INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY 200.0 $6K 0.00% $28.05
236 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 184.0 $5K 0.00% $29.88 +9.2%
237 HUBB HUBBELL INC COM Industrials 11.0 $5K 0.00% NEW $490.73 -6.1%
238 RNP COHEN & STEERS REIT PREFERRED BALANCE INCOME Financial Services 271.0 $5K 0.00% $19.76 +5.0%
239 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 157.0 $5K 0.00% $33.75 +4.5%
240 AKRE AKRE FOCUS ETF 98.0 $5K 0.00% NEW $52.85 +3.1%
Page 12 of 16  ·  318 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 40.7%
Technology 35.6%
Communication Services 4.8%
Consumer Cyclical 4.6%
Energy 3.5%
Real Estate 3.4%
Healthcare 2.6%
Consumer Defensive 1.7%
Industrials 1.5%
Utilities 1.3%