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Portfolio (Quarterly) Guide ↗

Gerald Baker Financial Group LLC

· CIK 0002133489
13F Portfolio $316M AUM 114 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 114 New
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 2,679.0 $996K 0.32% NEW $371.75 +7.7%
62 ABT ABBOTT LABORATORIES Healthcare 8,249.0 $847K 0.27% NEW $102.67 -13.9%
63 DVY ISHARES TR 5,567.0 $843K 0.27% NEW $151.41 +1.2%
64 IVW ISHARES TR 7,414.0 $839K 0.27% NEW $113.11 +22.0%
65 LMT LOCKHEED MARTIN CORP Industrials 1,359.0 $821K 0.26% NEW $604.22 -15.4%
66 RRR RED ROCK RESORTS INC Consumer Cyclical 15,275.0 $815K 0.26% NEW $53.36 +14.9%
67 MDLZ MONDELEZ INTL INC Consumer Defensive 13,701.0 $790K 0.25% NEW $57.64 +4.3%
68 SCHD SCHWAB STRATEGIC TR 25,313.0 $777K 0.25% NEW $30.68 +3.8%
69 VTI VANGUARD INDEX FDS 2,330.0 $748K 0.24% NEW $320.87 +15.3%
70 AVTR AVANTOR INC Healthcare 94,206.0 $739K 0.23% NEW $7.84 +22.2%
71 MUB ISHARES TR 6,811.0 $723K 0.23% NEW $106.15 +1.1%
72 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.23% NEW $718140.00
73 PG PROCTER & GAMBLE CO Consumer Defensive 4,958.0 $716K 0.23% NEW $144.45 +4.1%
74 PFE PFIZER INC Healthcare 25,200.0 $708K 0.22% NEW $28.08 -10.2%
75 HON HONEYWELL INTL INC Industrials 3,053.0 $690K 0.22% NEW $226.06 +1.3%
76 TLT ISHARES TR 7,867.0 $682K 0.22% NEW $86.69 +0.1%
77 IJT ISHARES TR 4,555.0 $659K 0.21% NEW $144.70 +18.0%
78 NEE NEXTERA ENERGY INC Utilities 7,037.0 $654K 0.21% NEW $92.88 -6.6%
79 BA BOEING CO Industrials 3,175.0 $632K 0.20% NEW $199.03 +11.9%
80 AMD ADVANCED MICRO DEVICES INC Technology 3,100.0 $631K 0.20% NEW $203.43 +164.2%
Page 4 of 6  ·  114 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 25.2%
Energy 16.7%
Technology 11.5%
Real Estate 11.0%
Industrials 10.7%
Consumer Defensive 9.6%
Healthcare 6.2%
Consumer Cyclical 4.8%
Utilities 2.4%
Communication Services 1.9%