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Financial Management Professionals

Latest statistics and disclosures from Financial Management Professionals's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, DFAI, SCHG, SCHX, JHMM, and represent 36.13% of Financial Management Professionals's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$8.8M), BITB, HYS, IGM, IXP, BND, FDHY, PBW, BWZ, VWO.
Started 95 new stock positions in AGCO, SLP, IXP, GRNY, LPLA, SPYI, NXT, ALRM, VFF, AAON.
Reduced shares in these 10 stocks: , SCHG (-$5.4M), GSLC, SCHX, EXI, , IWB, PIZ, ACWI, DFAI.
Sold out of its positions in GOLD, ANF, FAX, ADEA, AAP, ACM, ARE, ALE, AMH, MJ.
Financial Management Professionals was a net seller of stock by $-4.7M.
Financial Management Professionals has $970M in assets under management (AUM), dropping by 0.92%.
Central Index Key (CIK): 0001568132

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Portfolio Holdings for Financial Management Professionals

Financial Management Professionals holds 966 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Financial Management Professionals has 966 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Management Professionals Dec. 31, 2025 positions
Download the Financial Management Professionals December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	11.3	$110M	-3%	831k	132.37	View chart
Dimensional Intern Core EQT MKT ETF Etf (DFAI)	6.5	$63M		1.7M	38.11	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	6.2	$60M	-8%	1.8M	32.62	View chart
Schwab US Large Cap ETF Etf (SCHX)	6.1	$59M	-3%	2.2M	26.91	View chart
John Hancock Multifctr Mid CP ETF Etf (JHMM)	6.0	$58M		886k	65.48	View chart
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)	5.9	$57M		1.3M	42.94	View chart
iShares Russell 1000 ETF IV Etf (IWB)	4.5	$43M	-4%	116k	373.44	View chart
Vanguard S&P 500 ETF Etf (VOO)	4.0	$39M	-2%	62k	627.13	View chart
iShares MSCI USA Multifct ETF Etf (SMLF)	4.0	$39M	-2%	517k	74.88	View chart
Vanguard Total Bond Market ETF Etf (BND)	3.9	$38M	+6%	514k	74.07	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	3.4	$33M	+35%	495k	67.22	View chart
Vanguard Value ETF Stock (VTV)	2.8	$27M		141k	190.99	View chart
Vanguard Large Cap ETF Etf (VV)	2.5	$25M		79k	314.80	View chart
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)	2.4	$24M	+6%	865k	27.41	View chart
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)	2.4	$24M	+13%	246k	95.44	View chart
Fidelity High Yield Factor ETF Etf (FDHY)	2.3	$22M	+10%	452k	49.63	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	1.8	$17M	+5%	340k	50.77	View chart
Schwab International Equity ETF Etf (SCHF)	1.5	$15M	-6%	614k	24.04	View chart
Spdr S&p 500 Etf Etf (SPY)	1.3	$13M		19k	683.91	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	1.1	$10M	-5%	98k	106.70	View chart
Vanguard Mid Cap ETF Etf (VO)	1.0	$9.8M	-3%	34k	290.22	View chart
Vanguard FTSE All World Ex US ETF IV Etf (VEU)	1.0	$9.5M	-4%	130k	73.56	View chart
iShares MSCI Acwi ETF Etf (ACWI)	0.9	$9.0M	-12%	64k	141.49	View chart
JPMorgan Income ETF Etf (JPIE)	0.8	$8.0M	-2%	172k	46.50	View chart
Apple Stock (AAPL)	0.7	$6.9M		26k	271.86	View chart
JPMorgan Internatinal BND Opport ETF Etf (JPIB)	0.7	$6.5M	+10%	133k	48.96	View chart
Nvidia Corp Stock (NVDA)	0.6	$6.0M		32k	186.50	View chart
Bitwise Bitcoin ETF Etf (BITB)	0.5	$4.8M	+1393%	102k	47.56	View chart
Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO)	0.4	$4.2M		63k	66.43	View chart
JPMorgan Chase & Co Stock (JPM)	0.4	$3.6M		11k	322.22	View chart
Microsoft Corp Stock (MSFT)	0.3	$3.0M		6.3k	483.64	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$3.0M		25k	120.34	View chart
Amazon.Com Stock (AMZN)	0.3	$2.7M	+5%	12k	230.82	View chart
Vaneck Vectors Junior Gold Miners ETF Stock (GDXJ)	0.3	$2.7M	-3%	24k	113.78	View chart
iShares North American Tech Stock (IGM)	0.2	$2.3M	NEW	18k	129.16	View chart
Invesco Rafi Emerging Markets ETF Etf (PXH)	0.2	$2.3M		91k	25.81	View chart
Home Bancshares Stock (HOMB)	0.2	$2.3M		84k	27.78	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.2	$2.3M	-4%	86k	26.23	View chart
iShares Global Comm Services ETF Etf (IXP)	0.2	$2.3M	NEW	19k	121.22	View chart
iShares Core S&P Mid Cap ETF IV Etf (IJH)	0.2	$2.2M		33k	66.00	View chart
Tesla Stock (TSLA)	0.2	$2.2M	+6%	4.8k	449.72	View chart
iShares Total US Stock Market ETF IV Etf (ITOT)	0.2	$2.2M		15k	148.69	View chart
Broadcom Stock (AVGO)	0.2	$2.1M		5.9k	346.12	View chart
iShares US Aerospace Stock (ITA)	0.2	$1.8M		8.3k	214.69	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.2	$1.8M	-5%	16k	110.15	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$1.7M	-4%	4.4k	396.31	View chart
Ark Next Generation Internet ETF Etf (ARKW)	0.2	$1.7M		12k	147.73	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)	0.2	$1.7M		18k	91.38	View chart
Alphabet Inc. Class A Stock (GOOGL)	0.2	$1.7M	+2%	5.4k	313.00	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$1.6M	+2%	21k	76.23	View chart
Invesco Wilderhill Clean Energy ETF Etf (PBW)	0.2	$1.6M	+343206%	52k	30.54	View chart
SPDR S&P Telecom ETF Etf (XTL)	0.2	$1.6M	+196%	10k	153.22	View chart
Grayscale Bitcoin TR BTC Closed End Fund (GBTC)	0.2	$1.5M		22k	68.36	View chart
NXP Semiconductors F Stock (NXPI)	0.2	$1.5M		6.9k	218.07	View chart
Morgan Stanley Stock (MS)	0.1	$1.4M		8.1k	177.53	View chart
ProShares Ultra Bitcoin ETF Etf (BITU)	0.1	$1.4M		65k	22.09	View chart
Meta Platforms Inc Class A Stock (META)	0.1	$1.4M		2.1k	660.09	View chart
Abbvie Stock (ABBV)	0.1	$1.3M		5.6k	228.50	View chart
Alphabet Inc. Class C Stock (GOOG)	0.1	$1.2M		3.9k	313.80	View chart
Vanguard FTSE Emerging Mark ETF IV Etf (VWO)	0.1	$1.2M	+4286%	22k	53.76	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.1	$1.2M	-6%	14k	82.82	View chart
Johnson Controls Inter F Stock (JCI)	0.1	$1.1M	+19%	9.5k	120.15	View chart
Vanguard Total World Stock Et ETF IV Etf (VT)	0.1	$1.1M	-8%	7.9k	141.06	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$1.1M	-12%	2.2k	502.65	View chart
Advanced Micro Devic Stock (AMD)	0.1	$1.1M	-8%	5.1k	214.16	View chart
Chevron Corp Stock (CVX)	0.1	$1.1M	-5%	6.9k	152.42	View chart
Lilly Eli & Co Stock (LLY)	0.1	$1.0M		946.00	1074.84	View chart
TJX Companies Stock (TJX)	0.1	$981k		6.4k	153.61	View chart
iShares MSCI EAFE Value Stock (EFV)	0.1	$957k	-14%	13k	71.41	View chart
PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT)	0.1	$941k		9.3k	100.70	View chart
Intuitive Surgical Stock (ISRG)	0.1	$911k	-4%	1.6k	566.36	View chart
Cisco Systems Stock (CSCO)	0.1	$906k		12k	77.03	View chart
Cummins Stock (CMI)	0.1	$884k		1.7k	510.45	View chart
Gilead Sciences Stock (GILD)	0.1	$872k		7.1k	122.74	View chart
Texas Instruments Stock (TXN)	0.1	$798k	-2%	4.6k	173.49	View chart
Coca-Cola Stock (KO)	0.1	$781k		11k	69.91	View chart
Home Depot Stock (HD)	0.1	$771k		2.2k	344.10	View chart
WalMart Stock (WMT)	0.1	$761k	+51%	6.8k	111.65	View chart
Berkshire Hathaway Inc D Class A Stock (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Medtronic PLC F Stock (MDT)	0.1	$752k		7.8k	96.77	View chart
iShares Bitcoin ETF IV Etf (IBIT)	0.1	$746k	+2%	15k	49.65	View chart
Duke Energy Corp Stock (DUK)	0.1	$717k		6.1k	117.20	View chart
Abbott Laboratories Stock (ABT)	0.1	$712k	-6%	5.7k	125.29	View chart
IBM Corp Stock (IBM)	0.1	$692k	+237%	2.3k	296.26	View chart
Sherwin Williams Stock (SHW)	0.1	$683k		2.1k	324.03	View chart
Cadence Design SYS Stock (CDNS)	0.1	$672k		2.2k	312.58	View chart
Bank Of America Corp Stock (BAC)	0.1	$663k	+6%	12k	55.00	View chart
Philip Morris Intl Stock (PM)	0.1	$659k		4.1k	161.87	View chart
Sempra Stock (SRE)	0.1	$614k		6.9k	88.94	View chart
Costco Wholesale Stock (COST)	0.1	$614k	-9%	712.00	862.05	View chart
Metlife Stock (MET)	0.1	$601k		7.6k	78.94	View chart
BlackRock Stock (BLK)	0.1	$583k	+26%	545.00	1070.34	View chart
PNC Finl Services Stock (PNC)	0.1	$581k		2.8k	208.74	View chart
Oracle Corp Stock (ORCL)	0.1	$578k		3.0k	194.91	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$568k	-3%	1.2k	483.70	View chart
Johnson & Johnson Stock (JNJ)	0.1	$559k	+95%	2.7k	206.95	View chart
Procter & Gamble Stock (PG)	0.1	$557k	-4%	3.9k	143.31	View chart
Globe Life Stock (GL)	0.1	$551k		3.9k	139.86	View chart
Conocophillips Stock (COP)	0.1	$542k	-7%	5.8k	93.61	View chart
Union Pacific Corp Stock (UNP)	0.1	$528k	+67%	2.3k	231.32	View chart
Starbucks Corp Stock (SBUX)	0.1	$515k	-3%	6.1k	84.22	View chart
Amgen Stock (AMGN)	0.1	$502k	+9%	1.5k	327.31	View chart
Mastercard Inc Class A Stock (MA)	0.0	$471k		825.00	570.67	View chart
Cme Group Inc Class A Stock (CME)	0.0	$443k	+40%	1.6k	273.08	View chart
Iron MTN Inc New REIT Reit (IRM)	0.0	$441k		5.3k	83.81	View chart
Lam Research Corp Stock (LRCX)	0.0	$440k	+7%	2.6k	171.43	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.0	$438k	-6%	4.9k	89.46	View chart
Broadridge Finl Solu Stock (BR)	0.0	$438k		2.0k	224.14	View chart
Wisdomtree International HGH DIV ETF Etf (DTH)	0.0	$433k	-6%	8.4k	51.60	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$424k	-6%	4.4k	96.03	View chart
Netflix Stock (NFLX)	0.0	$421k	+925%	4.5k	93.76	View chart
Valero Energy Corp Stock (VLO)	0.0	$420k		2.6k	162.79	View chart
American Intl Group Stock (AIG)	0.0	$418k		4.9k	85.55	View chart
Paychex Stock (PAYX)	0.0	$407k		3.6k	112.18	View chart
Capital One FC Stock (COF)	0.0	$399k	+15%	1.6k	242.36	View chart
Merck & Co Stock (MRK)	0.0	$393k	-2%	3.7k	106.11	View chart
BHP Group LTD F Stock (BHP)	0.0	$389k		6.4k	60.37	View chart
Martin Marietta Material Stock (MLM)	0.0	$386k		620.00	622.66	View chart
Air Prod & Chemicals Stock (APD)	0.0	$384k		1.6k	246.96	View chart
General Electric Stock (GE)	0.0	$371k	+3%	1.2k	308.39	View chart
3M Stock (MMM)	0.0	$362k	+5038%	2.3k	160.13	View chart
Shell PLC F Un Stock (SHEL)	0.0	$352k	+18%	4.8k	73.47	View chart
Texas Pacific Land Corp Stock (TPL)	0.0	$346k	+201%	1.2k	287.29	View chart
Dell Technologies Inc Class C Stock (DELL)	0.0	$342k	-9%	2.7k	125.88	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$335k		3.4k	99.88	View chart
Paypal Holdings Incorpor Stock (PYPL)	0.0	$334k	-4%	5.7k	58.38	View chart
Te Connectivity PLC F Stock (TEL)	0.0	$334k		1.5k	227.51	View chart
Marsh & MC Lennan Stock	0.0	$332k		1.8k	185.52	View chart
Williams Companies Stock (WMB)	0.0	$331k		5.5k	60.11	View chart
Motorola Solutions Stock (MSI)	0.0	$323k	-2%	839.00	384.53	View chart
Trane Technologies PLC F Stock (TT)	0.0	$320k		823.00	389.20	View chart
Kimberly Clark Corp Stock (KMB)	0.0	$315k		3.1k	102.14	View chart
Taiwan Semiconductr F Stock (TSM)	0.0	$311k	+6%	1.0k	304.69	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$310k	-3%	3.1k	99.91	View chart
Unitedhealth GRP Stock (UNH)	0.0	$298k		902.00	330.11	View chart
SPDR Dow Jones Industrial Avr ETF IV Etf (DIA)	0.0	$296k		614.00	481.61	View chart
Visa Inc Class A Stock (V)	0.0	$295k		840.00	350.71	View chart
Chubb LTD F Stock (CB)	0.0	$266k	+2%	851.00	313.09	View chart
Palo Alto Networks Stock (PANW)	0.0	$265k		1.4k	184.20	View chart
Cirrus Logic Stock (CRUS)	0.0	$265k	+44620%	2.2k	118.50	View chart
Analog Devices Stock (ADI)	0.0	$260k		957.00	271.20	View chart
Applied Materials Stock (AMAT)	0.0	$255k	+9%	993.00	256.99	View chart
Ciena Corp Stock (CIEN)	0.0	$250k		1.1k	233.87	View chart
Arista Networks Stock (ANET)	0.0	$244k	+2%	1.9k	131.03	View chart
iShares iBoxx High Yield Bond ETF IV Etf (HYG)	0.0	$241k		3.0k	80.63	View chart
Schlumberger LTD F Stock (SLB)	0.0	$240k		6.2k	38.67	View chart
Uber Technologies Stock (UBER)	0.0	$233k	-12%	2.8k	81.71	View chart
Asml HLDGS NV F Stock (ASML)	0.0	$231k		216.00	1069.86	View chart
CIGNA Corp Stock (CI)	0.0	$231k	-5%	838.00	275.23	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.0	$230k		743.00	309.04	View chart
Parker-Hannifin Corp Stock (PH)	0.0	$222k	+3%	253.00	878.96	View chart
Linde PLC F Stock (LIN)	0.0	$219k		514.00	426.25	View chart
Pepsico Stock (PEP)	0.0	$219k	+7%	1.5k	144.86	View chart
Micron Technology Stock (MU)	0.0	$212k		744.00	285.37	View chart
Palantir Technologies In Class A Stock (PLTR)	0.0	$203k	+14%	1.1k	177.75	View chart
iShares Ai Invatn And Tec Act ETF Etf (BAI)	0.0	$189k	+5%	5.7k	33.30	View chart
Stryker Corp Stock (SYK)	0.0	$189k	-2%	536.00	352.35	View chart
Ark Innovation ETF Etf (ARKK)	0.0	$187k		2.4k	76.91	View chart
iShares Russell 2000 ETF Stock (IWM)	0.0	$172k	+7%	700.00	246.16	View chart
Boeing Stock (BA)	0.0	$167k	+6%	767.00	217.12	View chart
LPL Financial Holdings Stock (LPLA)	0.0	$165k	NEW	463.00	357.17	View chart
Qualcomm Stock (QCOM)	0.0	$161k		940.00	171.08	View chart
Enterprise Prods Part Master Limited Partnership (EPD)	0.0	$158k		4.9k	32.06	View chart
Synopsys Stock (SNPS)	0.0	$157k	+7%	335.00	469.72	View chart
Raytheon Technologies Stock (RTX)	0.0	$156k		851.00	183.40	View chart
T-Mobile US Stock (TMUS)	0.0	$156k	+5%	767.00	203.04	View chart
O Reilly Automotive Stock (ORLY)	0.0	$154k	+2%	1.7k	91.21	View chart
iShares Total Usd Bond Market ETF Etf (IUSB)	0.0	$151k		3.2k	46.54	View chart
Wells Fargo & Co Stock (WFC)	0.0	$149k	+72%	1.6k	93.21	View chart
Eaton Corp PLC F Stock (ETN)	0.0	$147k	+311%	461.00	318.51	View chart
Nextera Energy Stock (NEE)	0.0	$147k		1.8k	80.28	View chart
Fidelity MSCI Infor Tech Indx ETF Etf (FTEC)	0.0	$146k		648.00	224.67	View chart
JPMorgan U S Tech Leaders ETF IV Etf (JTEK)	0.0	$144k		1.6k	90.07	View chart
Thermo Fisher SCNTFC Stock (TMO)	0.0	$140k	+6%	241.00	579.87	View chart
Deere & Co Stock (DE)	0.0	$140k	+4%	299.00	467.19	View chart
McDonalds Corp Stock (MCD)	0.0	$140k		457.00	305.36	View chart
Lumentum Holdings Stock (LITE)	0.0	$138k		375.00	368.59	View chart
Hilton Worldwide HLD Stock (HLT)	0.0	$137k	+3%	477.00	287.25	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	0.0	$136k	+80%	1.4k	100.38	View chart
Marathon Pete Corp Stock (MPC)	0.0	$136k		836.00	162.66	View chart
A T & T Stock (T)	0.0	$136k	-16%	5.5k	24.84	View chart
Salesforce Stock (CRM)	0.0	$131k	+24%	493.00	265.55	View chart
Caseys Gen Stores Stock (CASY)	0.0	$130k	+3%	235.00	552.71	View chart
Progressive Co Ohio Stock (PGR)	0.0	$129k	+2%	568.00	227.72	View chart
Ecolab Stock (ECL)	0.0	$129k	+4%	490.00	263.25	View chart
S&P Global Stock (SPGI)	0.0	$128k		244.00	522.59	View chart
Walt Disney Stock (DIS)	0.0	$126k	-15%	1.1k	114.49	View chart
CSX Corp Stock (CSX)	0.0	$125k		3.4k	36.25	View chart
Southern Stock (SO)	0.0	$120k	-7%	1.4k	87.19	View chart
Goldman Sachs Group Stock (GS)	0.0	$120k		136.00	879.00	View chart
Atlassian Corp Class A Stock (TEAM)	0.0	$117k	+17900%	720.00	162.14	View chart
Electronic Arts Stock (EA)	0.0	$114k	-11%	560.00	204.33	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$111k		3.4k	32.75	View chart
Seagate Technology HLD F Stock (STX)	0.0	$111k		400.00	276.13	View chart
Brookfiled Asset Manag F Class A Stock (BAM)	0.0	$110k	+3%	2.1k	52.39	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$108k	-7%	2.8k	38.73	View chart
Fidelity Total Bond ETF Etf (FBND)	0.0	$108k		2.3k	46.31	View chart
Southwest Airlines Stock (LUV)	0.0	$107k	+85%	2.6k	41.51	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$107k	-3%	1.2k	85.78	View chart
Lowes Companies Stock (LOW)	0.0	$106k		441.00	241.16	View chart
Barrick MNG Corp F Stock (B)	0.0	$99k		2.3k	43.55	View chart
Phillips 66 Stock (PSX)	0.0	$99k		765.00	129.02	View chart
Oneok Stock (OKE)	0.0	$97k		1.3k	73.48	View chart
Toyota Motor Corp F Stock (TM)	0.0	$97k	+22%	454.00	214.06	View chart
Shopify Inc F Class A Stock (SHOP)	0.0	$92k	+49%	573.00	160.97	View chart
Pfizer Stock (PFE)	0.0	$91k	+2%	3.7k	24.90	View chart
Vanguard Ultra Short Bond ETF Etf (VUSB)	0.0	$90k		1.8k	49.84	View chart
V S E Corp Stock (VSEC)	0.0	$87k		504.00	172.73	View chart
CKX Lands Stock (CKX)	0.0	$87k		9.5k	9.15	View chart
Royal Caribbean Group F Stock (RCL)	0.0	$86k		308.00	279.92	View chart
Colgate-Palmolive Stock (CL)	0.0	$85k		1.1k	79.02	View chart
Celestica Inc F Class Equity Stock (CLS)	0.0	$82k	-53%	277.00	295.61	View chart
iShares Gold Trust Etf (IAU)	0.0	$81k		1.0k	81.17	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.0	$81k	+169%	318.00	253.24	View chart
Ford Motor Stock (F)	0.0	$80k	-29%	6.1k	13.12	View chart
Hca Healthcare Stock (HCA)	0.0	$80k		171.00	466.86	View chart
Astrazeneca PLC Iam Co F Stock	0.0	$79k	+2%	862.00	91.93	View chart
iShares MSCI Minimum Volatility EAFE ETF Stock (EFAV)	0.0	$79k	+219%	915.00	86.25	View chart
Service Now Stock (NOW)	0.0	$79k	+586%	515.00	153.19	View chart
PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR)	0.0	$78k		811.00	96.29	View chart
Novartis AG F Stock (NVS)	0.0	$76k	+2%	548.00	137.87	View chart
Amplify Junior Silver Miners ETF Etf (SILJ)	0.0	$75k		2.7k	27.67	View chart
Wheaton Precious Metal F Stock (WPM)	0.0	$75k		636.00	117.52	View chart
Royal Bank Of Canada F Stock (RY)	0.0	$75k		437.00	170.49	View chart
Altria Group Stock (MO)	0.0	$74k	+74%	1.3k	58.72	View chart
Ark Space Exploration Innvat ETF Etf (ARKX)	0.0	$73k		2.5k	28.98	View chart
Freeport-Mcmoran Stock (FCX)	0.0	$72k	-25%	1.4k	50.79	View chart
Main Street Capital Stock (MAIN)	0.0	$71k		1.2k	60.38	View chart
Vanguard SHRT Tax Exempt BND ETF Etf (VTES)	0.0	$71k		700.00	101.58	View chart
Vanguard Total International BND ETF Etf (BNDX)	0.0	$71k		1.5k	48.32	View chart
Intuit Stock (INTU)	0.0	$70k		106.00	662.42	View chart
Crowdstrike HLDGS Stock (CRWD)	0.0	$69k	+51%	147.00	468.76	View chart
American Express Stock (AXP)	0.0	$68k	+3%	185.00	369.95	View chart
Honeywell Intl Stock (HON)	0.0	$66k	-57%	340.00	195.09	View chart
Rivian Automotive Inc Class A Stock (RIVN)	0.0	$66k		3.3k	19.71	View chart
1ST Finl Banksh Stock (FFIN)	0.0	$64k		2.1k	30.06	View chart
Newmont Corp Stock (NEM)	0.0	$64k	+5%	637.00	99.85	View chart
Verizon Communicatn Stock (VZ)	0.0	$63k	-12%	1.6k	40.73	View chart
Bio-Rad Labs Inc Class A Stock (BIO)	0.0	$61k	NEW	200.00	302.99	View chart
Welltower Inc REIT Reit (WELL)	0.0	$60k		325.00	185.61	View chart
eBay Stock (EBAY)	0.0	$60k		688.00	87.06	View chart
Dominion Energy Stock (D)	0.0	$58k	-13%	995.00	58.59	View chart
Caterpillar Stock (CAT)	0.0	$57k	-41%	100.00	572.87	View chart
GE Vernova Stock (GEV)	0.0	$56k	-8%	85.00	653.56	View chart
Healthcare SVC Group Stock (HCSG)	0.0	$55k		2.9k	19.12	View chart
HSBC HLDGS PLC F Stock (HSBC)	0.0	$53k	-2%	671.00	78.67	View chart
Amerisafe Stock (AMSF)	0.0	$52k		1.4k	38.41	View chart
News Corp New Class A Stock (NWSA)	0.0	$52k		2.0k	26.12	View chart
Hilltop Holdings Stock (HTH)	0.0	$51k		1.5k	33.94	View chart
Quanta Services Stock (PWR)	0.0	$51k		120.00	420.82	View chart

Past Filings by Financial Management Professionals

SEC 13F filings are viewable for Financial Management Professionals going back to 2013

Financial Management Professionals 2025 Q4 filed Jan. 27, 2026
Financial Management Professionals 2025 Q3 filed Oct. 15, 2025
Financial Management Professionals 2025 Q2 filed July 15, 2025
Financial Management Professionals 2025 Q1 filed April 10, 2025
Financial Management Professionals 2024 Q4 filed Jan. 15, 2025
Financial Management Professionals 2024 Q3 filed Oct. 24, 2024
Financial Management Professionals 2024 Q2 filed July 12, 2024
Financial Management Professionals 2024 Q1 filed April 16, 2024
Financial Management Professionals 2023 Q4 filed Jan. 12, 2024
Financial Management Professionals 2023 Q3 filed Oct. 13, 2023
Financial Management Professionals 2023 Q2 filed July 10, 2023
Financial Management Professionals 2023 Q1 filed April 13, 2023
Financial Management Professionals 2022 Q4 filed Jan. 11, 2023
Financial Management Professionals 2022 Q3 filed Oct. 27, 2022
Financial Management Professionals 2022 Q2 filed July 12, 2022
Financial Management Professionals 2022 Q1 filed April 27, 2022

View all past filings

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