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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 3,294.0 $384K 0.11% +65.0 +2.0% $116.67 +59.7%
42 FLMI FRANKLIN TEMPLETON ETF TR 15,168.0 $382K 0.11% +5K +44.8% $25.17 -2.5%
43 SPEM SPDR INDEX SHS FDS 7,203.0 $373K 0.11% +73.0 +1.0% $51.78 +1.9%
44 VGT VANGUARD WORLD FD 3,061.0 $366K 0.10% +3K +701.3% $119.52 +0.5%
45 RDVI FIRST TR EXCHANGE-TRADED FD 12,365.0 $364K 0.10% +241.0 +2.0% $29.40 -0.5%
46 TMUS T-MOBILE US INC Communication Services 2,115.0 $355K 0.10% +11.0 +0.5% $167.76 +8.1%
47 BAC BANK OF AMER CORP Financial Services 6,167.0 $351K 0.10% +63.0 +1.0% $56.98 +9.4%
48 XLP SELECT SECTOR SPDR TR 4,083.0 $339K 0.10% +208.0 +5.4% $83.07 +2.9%
49 JMST J P MORGAN EXCHANGE TRADED F 6,267.0 $320K 0.09% +431.0 +7.4% $51.00 -0.1%
50 XLF SELECT SECTOR SPDR TR 5,088.0 $273K 0.08% +968.0 +23.5% $53.61 +8.4%
51 IBM INTERNATIONAL BUSINESS MACHS Technology 897.0 $252K 0.07% +12.0 +1.4% $281.19 -16.2%
52 XOVR ENTREPRENEURSHARES SERIES TR 10,784.0 $227K 0.07% +293.0 +2.8% $21.05 -1.6%
53 CMF ISHARES TR 3,820.0 $220K 0.06% +27.0 +0.7% $57.65 -2.4%
54 FCAL FIRST TR EXCH TRADED FD III 4,434.0 $220K 0.06% +38.0 +0.9% $49.66 -2.6%
Page 3 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%