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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
Page 1 of 2  ·  22 positions
# 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 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 3,486,390.0 $91.3M 30.30% +27K +0.8% $26.20 +0.7%
3 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 473,160.0 $90.8M 30.12% NEW $191.92 +9.2%
4 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 55,868.0 $7.4M 2.46% -17K -22.9% $132.90 +44.6%
5 SPY STATE STREET SPDR S&P 500 ETF Financial Services 6,215.0 $4.0M 1.34% +2K +63.4% $650.29 +14.5%
6 AAPL APPLE INC COM Technology 8,625.0 $2.2M 0.73% -5K -37.3% $253.79 +17.0%
7 RTX RTX CORPORATION COM Industrials 6,950.0 $1.3M 0.45% -53.0 -0.8% $192.89 -5.7%
8 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 15,713.0 $963K 0.32% NEW $61.26 -11.7%
9 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 813.0 $810K 0.27% -217.0 -21.1% $996.58 -4.5%
10 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 5,202.0 $763K 0.25% NEW $146.61 +2.4%
11 LLY ELI LILLY & CO COM Healthcare 683.0 $628K 0.21% +116.0 +20.5% $919.57 +20.0%
12 TSLA TESLA INC COM Consumer Cyclical 1,617.0 $601K 0.20% +135.0 +9.1% $371.75 +9.0%
13 NVDA NVIDIA CORPORATION COM Technology 2,778.0 $484K 0.16% +451.0 +19.4% $174.39 +19.6%
14 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,548.0 $482K 0.16% -29K -69.7% $38.42 -5.0%
15 MSFT MICROSOFT CORP COM Technology 1,245.0 $461K 0.15% -7K -84.5% $370.28 -0.8%
16 META META PLATFORMS INC CL A Communication Services 744.0 $426K 0.14% -3K -77.3% $572.31 -1.5%
17 AMZN AMAZON COM INC COM Consumer Cyclical 1,848.0 $385K 0.13% -14K -88.5% $208.25 +11.8%
18 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3,543.0 $352K 0.12% +22.0 +0.6% $99.28 -0.7%
19 MU MICRON TECHNOLOGY INC COM Technology 798.0 $270K 0.09% -90.0 -10.1% $337.99 +258.4%
20 ACWI ISHARES MSCI ACWI ETF 1,837.0 $254K 0.08% $138.38 +13.9%
Page 1 of 2  ·  22 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 36.7%
Technology 29.4%
Industrials 10.9%
Consumer Cyclical 8.0%
Consumer Defensive 6.6%
Healthcare 5.1%
Communication Services 3.5%