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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS 12,704.0 $1.9M 0.60% NEW $148.11 +6.8%
42 IDV ISHARES TR 43,883.0 $1.9M 0.59% NEW $42.56 -1.0%
43 XHB SPDR SERIES TRUST 18,072.0 $1.8M 0.56% NEW $98.72 +12.5%
44 FTGC FIRST TR EXCHANGE TRAD FD VI 61,383.0 $1.8M 0.56% NEW $28.71 -3.9%
45 GOOGL ALPHABET INC Communication Services 5,789.0 $1.7M 0.53% NEW $287.57 +28.0%
46 WMT WALMART INC Consumer Defensive 13,231.0 $1.6M 0.52% NEW $124.28 -5.7%
47 MRK MERCK & CO INC Healthcare 13,359.0 $1.6M 0.51% NEW $120.29 -5.3%
48 XLI SELECT SECTOR SPDR TR 9,893.0 $1.6M 0.51% NEW $161.73 +11.9%
49 IYF ISHARES TR 13,279.0 $1.6M 0.49% NEW $117.66 +8.5%
50 UNP UNION PAC CORP Industrials 6,143.0 $1.5M 0.47% NEW $242.61 +5.9%
51 PEP PEPSICO INC Consumer Defensive 9,020.0 $1.4M 0.44% NEW $155.28 -8.5%
52 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,357.0 $1.4M 0.43% NEW $996.58 -4.5%
53 CSX CSX CORP Industrials 32,846.0 $1.3M 0.43% NEW $41.05 +11.2%
54 KO COCA COLA CO Consumer Defensive 17,684.0 $1.3M 0.43% NEW $76.05 +4.4%
55 GLD SPDR GOLD TR Financial Services 3,084.0 $1.3M 0.42% NEW $430.29 -10.0%
56 KR KROGER CO Consumer Defensive 18,230.0 $1.3M 0.42% NEW $72.36 -21.8%
57 DHI D R HORTON INC Consumer Cyclical 8,384.0 $1.2M 0.36% NEW $137.22 +15.0%
58 EXC EXELON CORP Utilities 21,901.0 $1.1M 0.34% NEW $49.02 -6.5%
59 GOOG ALPHABET INC Communication Services 3,567.0 $1.0M 0.32% NEW $286.87 +28.1%
60 GUNR FLEXSHARES TR 18,401.0 $1.0M 0.32% NEW $55.16 -8.1%
Page 3 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%