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Portfolio (Quarterly) Guide ↗

GR FINANCIAL GROUP, LLC

· CIK 0002011751
13F Portfolio $445M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 800.0 $317K 0.07% NEW $396.28 -4.2%
22 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 894.0 $272K 0.06% NEW $303.87 +45.3%
23 TXN TEXAS INSTRS INC Technology 1,564.0 $271K 0.06% NEW $173.44 +75.4%
24 ACWI ISHARES TR 1,837.0 $260K 0.06% NEW $141.50 +9.5%
25 MU MICRON TECHNOLOGY INC Technology 888.0 $253K 0.06% NEW $285.43 +279.3%
26 BERKSHIRE HATHAWAY INC DEL 430.0 $216K 0.05% NEW $503.14
27 HOOD ROBINHOOD MKTS INC Financial Services 1,829.0 $207K 0.05% NEW $113.08 -7.1%
28 SMH VANECK ETF TRUST 562.0 $202K 0.04% NEW $359.85 +73.7%
Page 2 of 2  ·  28 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
Technology 35.3%
Financial Services 24.7%
Consumer Cyclical 17.4%
Communication Services 10.1%
Industrials 6.5%
Consumer Defensive 3.5%
Healthcare 2.4%