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Portfolio (Quarterly) Guide ↗

Gerald Baker Financial Group LLC

· CIK 0002133489
13F Portfolio $351M AUM 126 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 54 Added 14 Reduced 2 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,305.0 $2.3M 0.64% +516.0 +8.9% $357.39 -3.0%
22 VYM VANGUARD WHITEHALL FDS 14,148.0 $2.2M 0.64% +1K +11.4% $158.03 +3.9%
23 XLI SELECT SECTOR SPDR TR 11,158.0 $2.1M 0.59% +1K +12.8% $185.23 -4.4%
24 IDV ISHARES TR 47,702.0 $2.0M 0.56% +4K +8.7% $41.43 +7.8%
25 AMD ADVANCED MICRO DEVICES INC Technology 3,196.0 $1.9M 0.53% +96.0 +3.1% $580.91 -19.9%
26 FTGC FIRST TR EXCHANGE TRAD FD VI 64,167.0 $1.7M 0.49% +3K +4.5% $27.05 +13.4%
27 TSLA TESLA INC Consumer Cyclical 2,774.0 $1.2M 0.33% +95.0 +3.5% $420.60 -17.1%
28 VTI VANGUARD INDEX FDS 2,609.0 $965K 0.28% +279.0 +12.0% $370.04 +2.5%
29 DVY ISHARES TR 5,847.0 $914K 0.26% +280.0 +5.0% $156.30 +4.8%
30 IJT ISHARES TR 4,636.0 $828K 0.24% +81.0 +1.8% $178.62 -4.2%
31 SCHD SCHWAB STRATEGIC TR 25,519.0 $809K 0.23% +206.0 +0.8% $31.71 +10.1%
32 BA BOEING CO Industrials 3,703.0 $802K 0.23% +528.0 +16.6% $216.47 -3.1%
33 LMT LOCKHEED MARTIN CORP Industrials 1,467.0 $747K 0.21% +108.0 +8.0% $509.50 +10.7%
34 PG PROCTER & GAMBLE CO Consumer Defensive 4,990.0 $732K 0.21% +32.0 +0.7% $146.64 -2.0%
35 NEE NEXTERA ENERGY INC Utilities 8,219.0 $721K 0.20% +1K +16.8% $87.77 -6.8%
36 TLT ISHARES TR 7,932.0 $685K 0.20% +65.0 +0.8% $86.42 -4.1%
37 PFE PFIZER INC Healthcare 26,461.0 $637K 0.18% +1K +5.0% $24.08 +16.1%
38 ICSH ISHARES TR 12,205.0 $617K 0.18% +1K +11.5% $50.58 -0.1%
39 J P MORGAN EXCHANGE TRADED F 8,127.0 $411K 0.12% +82.0 +1.0% $50.57
40 DE DEERE & CO Industrials 640.0 $406K 0.12% +5.0 +0.8% $634.06 -0.6%
Page 2 of 3  ·  54 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 26.8%
Industrials 13.1%
Technology 12.6%
Energy 12.2%
Real Estate 11.4%
Consumer Defensive 8.8%
Healthcare 6.1%
Consumer Cyclical 4.7%
Utilities 2.4%
Communication Services 1.3%