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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $264M AUM 265 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 89 Added 41 Reduced 7 Exited
Page 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CARR Carrier Global Corp Industrials 78.0 $6K 0.00% $73.19 -18.4%
242 BBIN JPMorgan BetaBuilders International Equity ETF 70.0 $5K 0.00% -15.0 -17.6% $78.43 +3.8%
243 VTRS Viatris Inc Healthcare 332.0 $5K 0.00% $15.86 +6.4%
244 PRU Prudential Financial Inc Financial Services 48.0 $5K 0.00% $109.00 +11.9%
245 IMCB iShares Morningstar Mid-Cap ETF 53.0 $5K 0.00% NEW $96.85 +2.0%
246 CMCSA Comcast Corp Communication Services 182.0 $4K 0.00% +2.0 +1.1% $24.60 +7.7%
247 PCT PureCycle Technologies Inc Industrials 549.0 $4K 0.00% $8.11 -21.2%
248 PANW Palo Alto Networks Inc Technology 13.0 $4K 0.00% NEW $341.00 -2.3%
249 Opus Genetics Inc 1,005.0 $4K 0.00% NEW $4.11
250 KODK Eastman Kodak Co Industrials 400.0 $4K 0.00% $9.25 +0.4%
251 ADI Analog Devices Inc Technology 8.0 $3K 0.00% NEW $398.12 -9.0%
252 TQQQ ProShares UltraPro QQQ 37.0 $3K 0.00% $81.32 -11.0%
253 BSV Vanguard Short-Term Bond Index Fund ETF Shares 36.0 $3K 0.00% -2.0 -5.3% $77.94 -0.9%
254 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 53.0 $3K 0.00% -3.0 -5.4% $52.79 -1.8%
255 IWS iShares Russell Mid-Cap Value ETF 14.0 $2K 0.00% -25.0 -64.1% $160.50 +6.1%
256 IWP iShares Russell Mid-Cap Growth ETF 15.0 $2K 0.00% -28.0 -65.1% $148.33 -5.8%
257 IAGG iShares Core International Aggregate Bond ETF 32.0 $2K 0.00% -7.0 -17.9% $50.53 -1.6%
258 SHYG iShares 0-5 Year High-Yield Corporate Bond ETF 30.0 $1K -16.0 -34.8% $42.23 -0.6%
259 XRP Bitwise XRP ETF Financial Services 96.0 $1K $11.66 +34.3%
260 IWO iShares Russell 2000 Growth ETF 2.0 $808.0 -10.0 -83.3% $404.00 -6.5%
Page 13 of 14  ·  265 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 28.3%
Technology 26.2%
Healthcare 10.8%
Industrials 10.4%
Consumer Cyclical 8.2%
Consumer Defensive 6.7%
Utilities 4.6%
Communication Services 3.0%
Energy 1.3%
Basic Materials 0.5%