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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BROS DUTCH BROS INC Consumer Cyclical 3,082.0 $221K 0.06% NEW $71.81 -30.5%
122 CMF ISHARES TR 3,820.0 $220K 0.06% +27.0 +0.7% $57.65 -2.4%
123 FCAL FIRST TR EXCH TRADED FD III 4,434.0 $220K 0.06% +38.0 +0.9% $49.66 -2.6%
124 ALC ALCON AG Healthcare 3,072.0 $206K 0.06% -1K -24.6% $67.10 +7.3%
125 NTRA NATERA INC Healthcare 750.0 $204K 0.06% NEW $271.45 +20.2%
126 ACTINIUM PHARMACEUTICALS INC 22,691.0 $22K 0.01% $0.98
Page 7 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%