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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROBT FIRST TR EXCHANGE TRADED FD 6,267.0 $353K 0.10% $56.26 +7.0%
102 BAC BANK OF AMER CORP Financial Services 6,167.0 $351K 0.10% +63.0 +1.0% $56.98 +9.4%
103 NVS NOVARTIS AG Healthcare 2,194.0 $344K 0.10% $156.72 -1.9%
104 HONEYWELL INTL INC 1,535.0 $344K 0.10% NEW $223.90
105 HONEYWELL AEROSPACE INC 1,535.0 $339K 0.10% NEW $221.08
106 XLP SELECT SECTOR SPDR TR 4,083.0 $339K 0.10% +208.0 +5.4% $83.07 +2.9%
107 DUK DUKE ENERGY CORP NEW Utilities 2,625.0 $332K 0.10% $126.59 -5.0%
108 JMST J P MORGAN EXCHANGE TRADED F 6,267.0 $320K 0.09% +431.0 +7.4% $51.00 -0.1%
109 GEV GE VERNOVA INC Utilities 262.0 $308K 0.09% NEW $1176.06 -22.5%
110 INTC INTEL CORP Technology 2,163.0 $302K 0.09% NEW $139.66 -35.9%
111 QLD PROSHARES TR 2,948.0 $285K 0.08% NEW $96.77 -6.8%
112 LOW LOWES COS INC Consumer Cyclical 1,261.0 $278K 0.08% $220.44 -5.6%
113 XLF SELECT SECTOR SPDR TR 5,088.0 $273K 0.08% +968.0 +23.5% $53.61 +8.4%
114 RKLB ROCKET LAB CORP Industrials 2,626.0 $267K 0.08% NEW $101.65 -36.7%
115 LOAR LOAR HOLDINGS INC Industrials 3,300.0 $266K 0.08% NEW $80.61 -11.1%
116 VST VISTRA CORP Utilities 1,630.0 $259K 0.07% NEW $158.66 -13.6%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 897.0 $252K 0.07% +12.0 +1.4% $281.19 -16.2%
118 AVGO BROADCOM INC Technology 635.0 $240K 0.07% NEW $377.81 -2.4%
119 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 481.0 $230K 0.07% NEW $477.57 -12.6%
120 XOVR ENTREPRENEURSHARES SERIES TR 10,784.0 $227K 0.07% +293.0 +2.8% $21.05 -1.6%
Page 6 of 7  ·  126 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%