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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALC ALCON AG Healthcare 4,072.0 $307K 0.10% NEW $75.35 -14.2%
102 BAC BANK AMERICA CORP Financial Services 6,104.0 $298K 0.09% NEW $48.75 +15.3%
103 JMST J P MORGAN EXCHANGE TRADED F 5,836.0 $298K 0.09% NEW $50.98 -0.0%
104 LOW LOWES COS INC Consumer Cyclical 1,255.0 $296K 0.09% NEW $236.19 -5.9%
105 ROBT FIRST TR EXCHANGE TRADED FD 6,266.0 $289K 0.09% NEW $46.16 +20.5%
106 VGT VANGUARD WORLD FD 382.0 $267K 0.08% NEW $698.18 -82.8%
107 FLMI FRANKLIN TEMPLETON ETF TR 10,473.0 $260K 0.08% NEW $24.79 +1.1%
108 VZ VERIZON COMMUNICATIONS INC Communication Services 4,559.0 $229K 0.07% NEW $50.20 -9.6%
109 CMF ISHARES TR 3,793.0 $216K 0.07% NEW $56.85 +1.1%
110 FCAL FIRST TR EXCH TRADED FD III 4,396.0 $215K 0.07% NEW $48.89 +1.5%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 885.0 $214K 0.07% NEW $242.27 +2.8%
112 XLF SELECT SECTOR SPDR TR 4,120.0 $203K 0.06% NEW $49.37 +8.5%
113 XOVR ENTREPRENEURSHARES SERIES TR 10,491.0 $177K 0.06% NEW $16.89 +22.6%
114 ACTINIUM PHARMACEUTICALS INC 22,691.0 $23K 0.01% NEW $1.00
Page 6 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%