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CIK: 0002130270
Total reported value
$98.6M
$98.6M
21 檔
43.1%
During the Q4 2025 filing period, Professional Financial Management, Inc. (CIK: 0002130270) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $98.6M across 21 reported positions.
During Q4 2025, Professional Financial Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 11.12% | -2.12% | — | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 11.05% | +2.40% | — | |
| 3 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 10.09% | -2.17% | — | |
| 4 | TAIL | Cambria Tail Risk ETF | ETF-Other | 8.20% | -0.59% | — | |
| 5 | EDV | Vanguard Extended Dur Treas | ETF-Other | 7.76% | +0.33% | — | |
| 6 | MTBA | Simplify Mbs ETF | ETF-Other | 6.93% | -6.64% | EXIT | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 5.37% | -0.21% | — | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.93% | -2.49% | EXIT | |
| 9 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 4.57% | -0.08% | — | |
| 10 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 3.45% | +0.19% | — | |
| 11 | IVOL | Quadratic Int Rte Vol Infl H | ETF-Other | 3.40% | -0.17% | — | |
| 12 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 3.22% | +0.43% | — | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.21% | -0.13% | — | |
| 14 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 2.64% | -0.02% | — | |
| 15 | LEO | Bny Mellon Strategic Muni | Stock-Other | 2.57% | -0.08% | — | |
| 16 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 2.31% | +2.12% | — | |
| 17 | RMI | Rivernorth Opport Muni Inc | Stock-Other | 2.04% | — | — | |
| 18 | XPCQX | Pimco California Muni Inc Fd | Stock-Other | 1.97% | -0.02% | — | |
| 19 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 1.89% | — | — | |
| 20 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 1.86% | — | — | |
| 21 | PNI | Pimco Ny Muni Inc Ii Fnd | Stock-Other | 1.43% | -0.03% | — |
According to official SEC Form 13F filings, Professional Financial Management, Inc. reported a total U.S. public equity portfolio value of $98.6M across 21 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GDXJ, VGLT, EYLD) accounted for 43.1% of total reported equity market value during Q4 2025.
During Q4 2025, Professional Financial Management, Inc.'s top holdings by market value included GDXJ (11.1%)、VGLT (11.1%)、EYLD (10.1%). The largest single position, GDXJ, represented 11.1% of total portfolio value.
In Q4 2025, Professional Financial Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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