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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $217M AUM 236 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 72 Added 30 Reduced 11 Exited
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNC PNC Financial Services Group Inc Financial Services 89.0 $18K 0.01% +1.0 +1.1% $207.46 +6.4%
62 NI Nisource Inc Utilities 353.0 $16K 0.01% +2.0 +0.6% $46.63 +1.8%
63 BBMC JPMorgan Betabuilders U.S. Mid-Cap Equity ETF 117.0 $13K 0.01% +21.0 +21.9% $108.67 +12.8%
64 KMB Kimberly-Clark Corp Consumer Defensive 129.0 $12K 0.01% +2.0 +1.6% $96.47 +3.8%
65 BX Blackstone Inc Financial Services 104.0 $12K 0.01% +1.0 +1.0% $115.28 +2.4%
66 APOS Apollo Global Management Inc Financial Services 102.0 $11K 0.01% +1.0 +1.0% $111.33 -76.6%
67 DVY iShares Select Dividend ETF 50.0 $8K 0.00% +1.0 +2.0% $150.16 +3.4%
68 IWS iShares Russell Mid-Cap Value ETF 39.0 $6K 0.00% +9.0 +30.0% $145.74 +9.6%
69 IWP iShares Russell Mid-Cap Growth ETF 43.0 $6K 0.00% +14.0 +48.3% $128.12 +9.8%
70 CMCSA Comcast Corp Communication Services 180.0 $5K 0.00% +2.0 +1.1% $28.77 -12.3%
71 PRU Prudential Financial Inc Financial Services 48.0 $5K 0.00% +1.0 +2.1% $97.35 +4.2%
72 CARR Carrier Global Corp Industrials 78.0 $4K 0.00% +1.0 +1.3% $55.97 +15.2%
Page 4 of 4  ·  72 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 27.3%
Technology 25.3%
Healthcare 11.6%
Industrials 11.6%
Consumer Cyclical 8.0%
Consumer Defensive 7.0%
Utilities 4.1%
Communication Services 2.6%
Energy 1.9%
Basic Materials 0.5%