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Portfolio (Quarterly) Guide ↗

GEM Asset Management, LLC

· CIK 0001963319
13F Portfolio $227M AUM 107 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 35 Added 21 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTIP VANGUARD MALVERN FDS 10,022.0 $501K 0.22% NEW $49.95 +0.7%
2 CATH GLOBAL X FDS 3,473.0 $271K 0.12% NEW $78.14 +14.6%
3 WWJD NORTHERN LTS FD TR IV 6,091.0 $228K 0.10% NEW $37.39 +5.7%
4 TXG 10X GENOMICS INC Healthcare 9,902.0 $210K 0.09% NEW $21.22 +16.1%
5 DLN WISDOMTREE TR 2,285.0 $204K 0.09% NEW $89.33 +7.5%
6 QNC QUANTUM EMOTION CORP Technology 14,367.0 $33K 0.01% NEW $2.29 +43.2%

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
Consumer Defensive 41.0%
Financial Services 27.0%
Technology 15.2%
Healthcare 4.7%
Consumer Cyclical 3.4%
Communication Services 2.9%
Industrials 2.5%
Utilities 2.2%
Energy 1.1%