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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 5 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX Chevron Corp Energy 1,269.0 $210K 0.08% -415.0 -24.6% $165.82 +25.8%
82 SPGI S&P Global Inc Financial Services 512.0 $209K 0.08% $407.49 +8.8%
83 VTV Vanguard Value Index Fund ETF Shares 953.0 $208K 0.08% NEW $217.92 +3.9%
84 MRK Merck & Co Inc Healthcare 1,615.0 $207K 0.08% +12.0 +0.8% $128.47 +17.0%
85 BAC Bank of America Corp Financial Services 3,589.0 $204K 0.08% +18.0 +0.5% $56.97 +10.0%
86 XMHQ Invesco S&P Mid-Cap Quality ETF 1,715.0 $194K 0.07% -146.0 -7.8% $112.89 +4.6%
87 MS Morgan Stanley Financial Services 895.0 $187K 0.07% $209.07 +4.1%
88 QCOM Qualcomm Inc Technology 1,005.0 $186K 0.07% -96.0 -8.7% $184.72 -8.7%
89 XSW SPDR S&P Software & Services ETF 1,059.0 $182K 0.07% -55.0 -4.9% $171.81 +18.1%
90 PEP PepsiCo Inc Consumer Defensive 1,318.0 $178K 0.07% -727.0 -35.5% $135.38 +1.7%
91 GPIX Goldman Sachs S&P 500 Premium Income ETF 3,114.0 $173K 0.07% +25.0 +0.8% $55.56 +0.9%
92 Honeywell International Inc 758.0 $170K 0.06% NEW $223.90
93 Honeywell Aerospace Inc 758.0 $168K 0.06% NEW $221.08
94 MGK Vanguard Mega Capital Growth Index Fund ETF Shares 1,901.0 $167K 0.06% NEW $87.92 +2.6%
95 SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2,886.0 $166K 0.06% -289.0 -9.1% $57.67 -2.0%
96 GEV GE Vernova Inc Utilities 141.0 $166K 0.06% +48.0 +51.6% $1177.46 -20.0%
97 Fedex Freight Holding Co Inc 1,088.0 $164K 0.06% NEW $151.00
98 ORCL Oracle Corp Technology 1,066.0 $156K 0.06% +301.0 +39.4% $146.56 +8.4%
99 AOR iShares Core 60/40 Balanced Allocation ETF 2,205.0 $153K 0.06% +1K +154.9% $69.51 +0.8%
100 GAL State Street Global Allocation ETF 2,881.0 $152K 0.06% +785.0 +37.5% $52.85 +2.2%
Page 5 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%