JDM Financial Group LLC

CIK

1960212

Location

AUSTIN, TX

Portfolio Value

Micro $48,337,871

Diversification

Highly concentrated

Filing Date

Global Rank

#7,321 / 8,698 ▲ 117 · as of Mar 2026

Top Industry

Consumer Electronics 39.8%

3Y Alpha vs SPY

+15.3%

Period ended 5 months ago

Filed May 21, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+152.2%

SPY

+75.3%

Annualised alpha

+15.5%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

177 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.2%

+1.8 pts

Top 5

83.4%

−0.3 pts

Top 10

90.1%

−0.5 pts

HHI

2,935

Highly concentrated+136

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.5%	$36,003,048	17
Technology	14.5%	$7,009,137	21
Communication Services	1.9%	$937,616	9
Consumer Cyclical	1.9%	$904,355	19
Energy	1.4%	$692,402	9
Real Estate	1.4%	$677,393	5
Financial Services	1.4%	$675,124	27
Healthcare	1.1%	$517,047	24
Industrials	0.7%	$354,692	21
Consumer Defensive	0.7%	$335,977	6
Utilities	0.4%	$193,663	9
Basic Materials	0.1%	$37,417	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	+26,271	26,960	$451,219
VB	Vanguard Morningstar Small-Cap ETF	+3,911	94,414	$24,728,914
AMZN	Amazon Com Inc	+339	2,608	$543,168
GOOGL	Alphabet Inc.	+191	2,509	$721,100
VEA	Vanguard FTSE Developed Markets ETF	+148	53,935	$3,456,154
MSFT	Microsoft Corp	+106	635	$235,057
AVGO	Broadcom Inc.	+81	519	$160,635
IFN	Aberdeen India Fund, Inc.	+42	432	$4,890
SPG	Simon Property Group Inc.	+11	3,361	$626,927
CCL	Carnival Corp Ltd.	+1	101	$2,613
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−187	338	$125,651
BAC	Bank Of America Corp /De/	−135	239	$11,651
DOX	Amdocs Ltd	−113	23	$1,500
GILD	Gilead Sciences, Inc.	−26	642	$89,475
GE	General Electric Co	−26	308	$87,401
SPY	Spdr S&P 500 ETF Trust	−20	8,838	$5,747,704
TMUS	T-Mobile US, Inc.	−18	104	$21,843
QQQ	Invesco Qqq Trust, Series 1	−15	1,093	$630,857
GEHC	GE HealthCare Technologies Inc.	−12	90	$6,406
AAPL	Apple Inc.	−8	19,310	$4,900,684
NVDA	Nvidia Corp	−5	8,425	$1,469,320
MCK	Mckesson Corp	−5	25	$21,634
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	235	$79,392
SAN	Banco Santander, S.A.	1,474	$16,626
MKSI	Mks Inc	52	$11,950
LYG	Lloyds Banking Group plc	2,017	$10,145
TSM	Taiwan Semiconductor Manufacturing Co Ltd	27	$9,124
NEM	NEWMONT Corp /DE/	80	$8,660
EWBC	East West Bancorp Inc	76	$8,113
NVS	Novartis AG	51	$7,790
NVT	nVent Electric plc	65	$7,688
SHEL	Shell plc	72	$6,696
WTFC	Wintrust Financial Corp	47	$6,530
TRGP	Targa Resources Corp.	26	$6,518
PHG	Koninklijke Philips NV	219	$6,000
PKG	Packaging Corp Of America	27	$5,729
WSM	Williams Sonoma Inc	31	$5,652
BP	Bp PLC	120	$5,640
HUBB	Hubbell Inc	11	$5,398
AKRE	Akre Focus ETF	98	$5,179
GOLF	Acushnet Holdings Corp.	55	$5,141
LDOS	Leidos Holdings, Inc.	33	$5,132
SNA	Snap-on Inc	14	$5,085
LFUS	Littelfuse Inc /De	14	$4,750
NI	Nisource Inc.	101	$4,712
FNF	Fidelity National Financial, Inc.	97	$4,498
EQH	Equitable Holdings, Inc.	119	$4,416
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	138	$25,419
SMCI	Super Micro Computer, Inc.	120	$3,512
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

177 tracked positions · $48,337,871 total · filing declares 318 positions · $259,352,536 · 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 177 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	94,414	+3,911	$24,728,914	+5.9%	51.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,838	-20	$5,747,704	−4.8%	11.89%
AAPL	Apple Inc. Technology	Reduced	19,310	-8	$4,900,684	−6.7%	10.14%
VEA	Vanguard FTSE Developed Markets ETF	Added	53,935	+148	$3,456,154	+2.9%	7.15%
NVDA	Nvidia Corp Technology	Reduced	8,425	-5	$1,469,320	−6.5%	3.04%
GOOGL	Alphabet Inc. Communication Services	Added	2,509	+191	$721,100	−0.7%	1.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,505	0	$697,100	−3.6%	1.44%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,093	-15	$630,857	−7.3%	1.31%
SPG	Simon Property Group Inc. Real Estate	Added	3,361	+11	$626,927	+1.1%	1.30%
XOM	ExxonMobil Holdings Corp Energy	Held	3,506	0	$594,827	+41.0%	1.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,608	+339	$543,168	+3.7%	1.12%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	26,960	+26,271	$451,219	+8.6%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	717	0	$343,586	−4.7%	0.71%
MSFT	Microsoft Corp Technology	Added	635	+106	$235,057	−8.1%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	220	0	$219,214	+15.5%	0.45%
AVGO	Broadcom Inc. Technology	Added	519	+81	$160,635	+6.0%	0.33%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	1,194	0	$150,778	−7.0%	0.31%
META	Meta Platforms, Inc. Communication Services	Held	241	0	$137,883	−13.3%	0.29%
SRE	Sempra Utilities	Held	1,400	0	$136,038	+10.1%	0.28%
CAH	Cardinal Health Inc Healthcare	Held	612	0	$129,321	+2.8%	0.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	338	-187	$125,651	−46.8%	0.26%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	642	-26	$89,475	+9.1%	0.19%
GE	General Electric Co Industrials	Reduced	308	-26	$87,401	−15.0%	0.18%
WMT	Walmart Inc. Consumer Defensive	Held	657	0	$81,651	+11.6%	0.17%
MU	Micron Technology Inc Technology	NEW	235	NEW	$79,392	NEW	0.16%
VIG	Vanguard Dividend Appreciation ETF	Held	369	0	$79,357	−2.1%	0.16%
BA	Boeing Co Industrials	Held	395	0	$78,616	−8.3%	0.16%
GLD	Spdr Gold Trust	Held	171	0	$73,579	+8.6%	0.15%
AMGN	Amgen Inc Healthcare	Held	200	0	$70,370	+7.5%	0.15%
GS	Goldman Sachs Group Inc Financial Services	Held	80	0	$67,679	−3.8%	0.14%
JNJ	Johnson & Johnson Healthcare	Held	258	0	$63,065	+18.1%	0.13%
GEV	GE Vernova Inc. Industrials	Held	72	0	$62,848	+33.6%	0.13%
GBTC	Grayscale Bitcoin Trust ETF	Held	1,183	0	$62,415	−22.8%	0.13%
CVX	Chevron Corp Energy	Held	266	0	$55,035	+35.8%	0.11%
PLTR	Palantir Technologies Inc. Technology	Held	321	0	$46,955	−17.7%	0.10%
EQIX	Equinix Inc Real Estate	Held	45	0	$44,110	+27.9%	0.09%
V	Visa Inc. Financial Services	Held	141	0	$42,615	−13.8%	0.09%
WFC	Wells Fargo & Company/Mn Financial Services	Held	465	0	$37,018	−14.6%	0.08%
BIDU	Baidu, Inc. Communication Services	Held	325	0	$36,211	−14.7%	0.07%
CSCO	Cisco Systems, Inc. Technology	Held	400	0	$31,036	+0.7%	0.06%
BAX	Baxter International Inc Healthcare	Held	1,645	0	$27,636	−12.1%	0.06%
ABT	Abbott Laboratories Healthcare	Held	240	0	$24,640	−18.1%	0.05%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	104	-18	$21,843	−11.8%	0.05%
MCK	Mckesson Corp Healthcare	Reduced	25	-5	$21,634	−12.1%	0.04%
IBB	iShares Biotechnology ETF	Held	121	0	$20,430	+0.0%	0.04%
USB	US Bancorp De Financial Services	Held	363	0	$18,879	−2.5%	0.04%
AMD	Advanced Micro Devices Inc Technology	Held	89	0	$18,105	−5.0%	0.04%
HON	Honeywell International Inc Industrials	Held	75	0	$16,952	+15.9%	0.04%
COP	Conocophillips Energy	Held	126	0	$16,632	+41.0%	0.03%
SAN	Banco Santander, S.A. Financial Services	NEW	1,474	NEW	$16,626	NEW	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.