Financial Management Professionals, Inc.
Filing Date
Global Rank
#5,541
/ 8,603
▲ 18
· as of Mar 2026
Top Industry
Semiconductors
13.5%
3Y Alpha vs SPY
-3.5%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.9%
SPY
+76.0%
Annualised alpha
-3.1%
Max drawdown
−19.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
804 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.1%
−5.0 pts
Top 5
23.0%
−6.6 pts
Top 10
33.2%
−7.1 pts
HHI
178
Diversified−94
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.5% | $29,407,187 |
| Financial Services | 14.6% | $15,606,375 |
| Unclassified | 13.1% | $14,022,697 |
| Healthcare | 8.6% | $9,206,608 |
| Consumer Cyclical | 7.7% | $8,251,892 |
| Energy | 7.3% | $7,863,665 |
| Industrials | 6.8% | $7,260,898 |
| Consumer Defensive | 4.4% | $4,690,508 |
| Communication Services | 3.7% | $3,914,258 |
| Basic Materials | 3.3% | $3,514,694 |
| Utilities | 2.0% | $2,132,091 |
| Real Estate | 1.1% | $1,167,804 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | +89,877 | 91,087 | $1,757,979 | |
| BITB | Bitwise Bitcoin ETF | +39,437 | 140,921 | $5,187,302 | |
| NVDA | Nvidia Corp | +3,940 | 36,010 | $6,280,144 | |
| VG | Venture Global, Inc. | +2,608 | 2,910 | $45,861 | |
| IBIT | iShares Bitcoin Trust ETF | +2,490 | 17,518 | $673,041 | |
| CSCO | Cisco Systems, Inc. | +1,800 | 13,566 | $1,052,585 | |
| WELL | Welltower Inc. | +1,523 | 1,848 | $365,368 | |
| ACN | Accenture plc | +1,389 | 1,480 | $293,469 | |
| UNH | Unitedhealth Group Inc | +1,288 | 2,190 | $592,592 | |
| PFE | Pfizer Inc | +896 | 4,559 | $128,016 | |
| JNJ | Johnson & Johnson | +840 | 3,542 | $865,806 | |
| INTC | Intel Corp | +739 | 1,243 | $54,853 | |
| SYY | Sysco Corp | +600 | 832 | $59,346 | |
| KO | Coca Cola Co | +545 | 11,712 | $890,697 | |
| T | At&T Inc. | +528 | 5,991 | $173,679 | |
| BHP | BHP Group Ltd | +520 | 6,957 | $506,052 | |
| SBRA | Sabra Health Care REIT, Inc. | +500 | 521 | $10,018 | |
| LIN | Linde PLC | +498 | 1,012 | $501,709 | |
| NOK | Nokia Corp | +483 | 523 | $4,204 | |
| BA | Boeing Co | +481 | 1,248 | $248,389 | |
| ABBV | AbbVie Inc. | +470 | 6,021 | $1,309,507 | |
| ABT | Abbott Laboratories | +426 | 6,111 | $627,416 | |
| HAL | Halliburton Co | +420 | 459 | $17,896 | |
| HSBC | Hsbc Holdings PLC | +390 | 1,061 | $87,521 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +329 | 492 | $23,975 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −13,766 | 5,028 | $3,269,909 | |
| MET | Metlife Inc | −7,155 | 458 | $32,389 | |
| PAYX | Paychex Inc | −3,287 | 342 | $31,505 | |
| AMD | Advanced Micro Devices Inc | −2,019 | 3,062 | $622,902 | |
| BR | Broadridge Financial Solutions, Inc. | −1,938 | 15 | $2,437 | |
| MDT | Medtronic plc | −1,733 | 6,034 | $522,846 | |
| MBLY | Mobileye Global Inc. | −1,527 | 1,531 | $10,517 | |
| ANET | Arista Networks, Inc. | −1,168 | 692 | $84,963 | |
| SONY | Sony Group Corp | −868 | 808 | $16,725 | |
| ING | Ing Groep NV | −612 | 1,012 | $26,362 | |
| GBTC | Grayscale Bitcoin Trust ETF | −500 | 21,917 | $1,156,340 | |
| TMUS | T-Mobile US, Inc. | −445 | 322 | $67,629 | |
| NEM | NEWMONT Corp /DE/ | −372 | 265 | $28,686 | |
| NOW | ServiceNow, Inc. | −358 | 157 | $16,414 | |
| CDNS | Cadence Design Systems Inc | −347 | 1,804 | $501,277 | |
| RELX | Relx PLC | −341 | 58 | $1,922 | |
| BRK-B | Berkshire Hathaway Inc | −306 | 1,860 | $891,312 | |
| UBER | Uber Technologies, Inc | −305 | 2,541 | $182,774 | |
| TPL | Texas Pacific Land Corp | −299 | 906 | $429,951 | |
| QCOM | Qualcomm Inc/De | −244 | 696 | $89,630 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | −230 | 1,227 | $24,233 | |
| TEAM | Atlassian Corp | −223 | 497 | $33,920 | |
| PYPL | PayPal Holdings, Inc. | −223 | 5,502 | $248,855 | |
| SNY | Sanofi | −219 | 218 | $10,503 | |
| TCOM | Trip.com Group Ltd | −184 | 57 | $2,838 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FAST | Fastenal Co | 7,480 | $347,072 | |
| AZN | Astrazeneca PLC | 417 | $82,240 | |
| SNDK | Sandisk Corp | 47 | $29,860 | |
| FSM | Fortuna Mining Corp. | 2,869 | $28,489 | |
| THG | Hanover Insurance Group, Inc. | 163 | $28,256 | |
| GCT | GigaCloud Technology Inc | 602 | $27,318 | |
| LTM | Latam Airlines Group S.A. | 527 | $26,054 | |
| ELMD | Electromed, Inc. | 1,099 | $25,727 | |
| CDE | Coeur Mining, Inc. | 1,351 | $25,358 | |
| AMRX | Amneal Pharmaceuticals, Inc. | 1,957 | $24,325 | |
| IRWD | Ironwood Pharmaceuticals Inc | 6,508 | $22,843 | |
| EAT | Brinker International, Inc | 155 | $22,129 | |
| MPWR | Monolithic Power Systems Inc | 20 | $21,867 | |
| ERO | Ero Copper Corp. | 810 | $21,602 | |
| CMC | COMMERCIAL METALS Co | 331 | $20,333 | |
| FIVN | Five9, Inc. | 1,289 | $19,554 | |
| QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | 708 | $18,882 | |
| PDI | PIMCO Dynamic Income Fund | 1,054 | $18,033 | |
| CSW | Csw Industrials, Inc. | 64 | $16,677 | |
| NP | Neptune Insurance Holdings Inc. | 684 | $16,545 | |
| SOC | Sable Offshore Corp. | 833 | $13,761 | |
| RSSS | Research Solutions, Inc. | 5,416 | $12,240 | |
| SARO | StandardAero, Inc. | 464 | $11,985 | |
| ZETA | Zeta Global Holdings Corp. | 705 | $11,223 | |
| LGIH | LGI Homes, Inc. | 244 | $9,645 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALRM | Alarm.com Holdings, Inc. | 927 | $47,295 | |
| MRVL | Marvell Technology, Inc. | 500 | $42,490 | |
| UPWK | Upwork, Inc | 1,580 | $31,315 | |
| KROS | Keros Therapeutics, Inc. | 1,443 | $29,379 | |
| OPLN | OPENLANE, Inc. | 963 | $28,678 | |
| RIGL | Rigel Pharmaceuticals Inc | 599 | $25,655 | |
| GLDD | Great Lakes Dredge & Dock CORP | 1,920 | $25,190 | |
| CRMD | CorMedix Inc. | 2,136 | $24,841 | |
| CVE | Cenovus Energy Inc. | 1,466 | $24,804 | |
| TREE | LendingTree, Inc. | 465 | $24,686 | |
| CION | CION Investment Corp | 2,482 | $24,000 | |
| NGD | New Gold Inc. /FI | 2,725 | $23,734 | |
| FSCO | FS Credit Opportunities Corp. | 3,480 | $21,924 | |
| ADMA | Adma Biologics, Inc. | 1,182 | $21,559 | |
| AVAH | Aveanna Healthcare Holdings, Inc. | 2,489 | $20,335 | |
| FSV | FirstService Corp | 115 | $17,885 | |
| XPOF | Xponential Fitness, Inc. | 1,997 | $16,435 | |
| DASH | DoorDash, Inc. | 71 | $16,080 | |
| CRH | Crh Public Ltd Co | 119 | $14,851 | |
| VRRM | VERRA MOBILITY Corp | 652 | $14,611 | |
| INMD | InMode Ltd. | 812 | $11,928 | |
| TALK | Talkspace, Inc. | 3,256 | $11,819 | |
| ALIT | Alight, Inc. / Delaware | 300 | $11,700 | |
| VFF | Village Farms International, Inc. | 2,950 | $10,767 | |
| AIOT | Powerfleet, Inc. | 2,007 | $10,677 | |
| No positions match the current search. | ||||
804 positions ·
$107,038,677 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 804 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 25,748 | $6,534,584 | 6.10% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 36,010 | $6,280,144 | 5.87% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 140,921 | $5,187,302 | 4.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,503 | $3,383,722 | 3.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,028 | $3,269,909 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,688 | $2,434,259 | 2.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,420 | $2,376,491 | 2.22% | |
| HOMB |
Home Bancshares Inc
Financial Services
|
Held | 83,791 | $2,256,491 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,171 | $1,909,986 | 1.78% | |
| GLD |
Spdr Gold Trust
|
Added | 4,387 | $1,887,682 | 1.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,868 | $1,809,679 | 1.69% | |
| ET |
Energy Transfer LP
Energy
|
Added | 91,087 | $1,757,979 | 1.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,490 | $1,578,704 | 1.47% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,073 | $1,463,403 | 1.37% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 7,174 | $1,412,273 | 1.32% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 8,193 | $1,348,322 | 1.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,021 | $1,309,507 | 1.22% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 9,516 | $1,246,120 | 1.16% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 20,798 | $1,227,705 | 1.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,078 | $1,188,886 | 1.11% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 21,917 | $1,156,340 | 1.08% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 13,566 | $1,052,585 | 0.98% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 6,469 | $1,033,099 | 0.97% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 7,361 | $1,025,902 | 0.96% | |
| CMI |
Cummins Inc
Industrials
|
Added | 1,758 | $945,839 | 0.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,860 | $891,312 | 0.83% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 11,712 | $890,697 | 0.83% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 4,518 | $877,124 | 0.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,542 | $865,806 | 0.81% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,776 | $842,121 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 909 | $836,070 | 0.78% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 6,182 | $809,471 | 0.76% | |
| COP |
Conocophillips
Energy
|
Added | 6,057 | $799,524 | 0.75% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 1,592 | $733,896 | 0.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,211 | $727,175 | 0.68% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,194 | $721,641 | 0.67% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,134 | $683,515 | 0.64% | |
| SRE |
Sempra
Utilities
|
Added | 7,000 | $680,190 | 0.64% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 2,107 | $675,398 | 0.63% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 17,518 | $673,041 | 0.63% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 2,605 | $643,643 | 0.60% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 642 | $639,708 | 0.60% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,111 | $627,416 | 0.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,062 | $622,902 | 0.58% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,103 | $592,637 | 0.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,190 | $592,592 | 0.55% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 12,067 | $588,266 | 0.55% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 2,822 | $587,229 | 0.55% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,327 | $564,576 | 0.53% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,631 | $562,139 | 0.53% |