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Portfolio (Quarterly) Guide ↗

GR FINANCIAL GROUP, LLC

· CIK 0002011751
13F Portfolio $301M AUM 22 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 6 Added 11 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 148,534.0 $97.0M 32.18% -312K -67.8% $653.21 +14.5%
2 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 55,868.0 $7.4M 2.46% -17K -22.9% $132.90 +44.6%
3 AAPL APPLE INC COM Technology 8,625.0 $2.2M 0.73% -5K -37.3% $253.79 +17.0%
4 RTX RTX CORPORATION COM Industrials 6,950.0 $1.3M 0.45% -53.0 -0.8% $192.89 -5.7%
5 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 813.0 $810K 0.27% -217.0 -21.1% $996.58 -4.5%
6 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,548.0 $482K 0.16% -29K -69.7% $38.42 -5.0%
7 MSFT MICROSOFT CORP COM Technology 1,245.0 $461K 0.15% -7K -84.5% $370.28 -0.8%
8 META META PLATFORMS INC CL A Communication Services 744.0 $426K 0.14% -3K -77.3% $572.31 -1.5%
9 AMZN AMAZON COM INC COM Consumer Cyclical 1,848.0 $385K 0.13% -14K -88.5% $208.25 +11.8%
10 MU MICRON TECHNOLOGY INC COM Technology 798.0 $270K 0.09% -90.0 -10.1% $337.99 +258.4%
11 TXN TEXAS INSTRS INC COM Technology 1,149.0 $223K 0.07% -415.0 -26.5% $194.09 +71.2%

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
Financial Services 36.7%
Technology 29.4%
Industrials 10.9%
Consumer Cyclical 8.0%
Consumer Defensive 6.6%
Healthcare 5.1%
Communication Services 3.5%