JDM Financial Group LLC

CIK

1960212

Location

AUSTIN, TX

Portfolio Value

Micro $36,042,724

Diversification

Highly concentrated

Filing Date

Global Rank

#7,234 / 8,605 ▲ 595 · as of Mar 2026

Top Industry

Consumer Electronics 40.3%

3Y Alpha vs SPY

+0.4%

Period ended 3 months ago

Filed May 21, 2026 · 49d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+79.0%

SPY

+76.5%

Annualised alpha

+0.6%

Max drawdown

−22.2%

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

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

Top Position

46.1%

+16.4 pts

Top 5

81.7%

+11.4 pts

Top 10

89.9%

+7.1 pts

HHI

2,605

Highly concentrated+924

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.2%	$23,857,384	9
Technology	19.4%	$7,009,137	21
Consumer Cyclical	2.5%	$904,355	19
Communication Services	2.2%	$779,270	9
Energy	1.9%	$692,402	9
Financial Services	1.9%	$678,765	27
Real Estate	1.9%	$677,393	5
Healthcare	1.4%	$522,269	24
Industrials	1.0%	$354,692	21
Consumer Defensive	0.9%	$335,977	6
Utilities	0.5%	$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

8 positions

Ticker	Company	Δ Shares	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	+26,271	26,960	$16,627,849
AMZN	Amazon Com Inc	+339	2,608	$543,168
GOOGL	Alphabet Inc.	+129	1,957	$562,754
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
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
BC	Brunswick Corp	60	$4,365
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

169 positions · $36,042,724 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 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Added	26,960	+26,271	$16,627,849	+3900.4%	46.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,838	-20	$5,747,704	−4.8%	15.95%
AAPL	Apple Inc. Technology	Reduced	19,310	-8	$4,900,684	−6.7%	13.60%
NVDA	Nvidia Corp Technology	Reduced	8,425	-5	$1,469,320	−6.5%	4.08%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,505	0	$697,100	−3.6%	1.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,093	-15	$630,857	−7.3%	1.75%
SPG	Simon Property Group Inc. Real Estate	Added	3,361	+11	$626,927	+1.1%	1.74%
XOM	Exxon Mobil Corp Energy	Held	3,506	0	$594,827	+41.0%	1.65%
GOOGL	Alphabet Inc. Communication Services	Added	1,957	+129	$562,754	−1.6%	1.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,608	+339	$543,168	+3.7%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	717	0	$343,586	−4.7%	0.95%
MSFT	Microsoft Corp Technology	Added	635	+106	$235,057	−8.1%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	220	0	$219,214	+15.5%	0.61%
AVGO	Broadcom Inc. Technology	Added	519	+81	$160,635	+6.0%	0.45%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	1,194	0	$150,778	−7.0%	0.42%
META	Meta Platforms, Inc. Communication Services	Held	241	0	$137,883	−13.3%	0.38%
SRE	Sempra Utilities	Held	1,400	0	$136,038	+10.1%	0.38%
CAH	Cardinal Health Inc Healthcare	Held	612	0	$129,321	+2.8%	0.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	338	-187	$125,651	−46.8%	0.35%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	642	-26	$89,475	+9.1%	0.25%
GE	General Electric Co Industrials	Reduced	308	-26	$87,401	−15.0%	0.24%
WMT	Walmart Inc. Consumer Defensive	Held	657	0	$81,651	+11.6%	0.23%
MU	Micron Technology Inc Technology	NEW	235	NEW	$79,392	NEW	0.22%
BA	Boeing Co Industrials	Held	395	0	$78,616	−8.3%	0.22%
GLD	Spdr Gold Trust	Held	171	0	$73,579	+8.6%	0.20%
AMGN	Amgen Inc Healthcare	Held	200	0	$70,370	+7.5%	0.20%
GS	Goldman Sachs Group Inc Financial Services	Held	80	0	$67,679	−3.8%	0.19%
JNJ	Johnson & Johnson Healthcare	Held	258	0	$63,065	+18.1%	0.17%
GEV	GE Vernova Inc. Industrials	Held	72	0	$62,848	+33.6%	0.17%
GBTC	Grayscale Bitcoin Trust ETF	Held	1,183	0	$62,415	−22.8%	0.17%
CVX	Chevron Corp Energy	Held	266	0	$55,035	+35.8%	0.15%
PLTR	Palantir Technologies Inc. Technology	Held	321	0	$46,955	−17.7%	0.13%
EQIX	Equinix Inc Real Estate	Held	45	0	$44,110	+27.9%	0.12%
V	Visa Inc. Financial Services	Held	141	0	$42,615	−13.8%	0.12%
WFC	Wells Fargo & Company/Mn Financial Services	Held	465	0	$37,018	−14.6%	0.10%
BIDU	Baidu, Inc. Communication Services	Held	325	0	$36,211	−14.7%	0.10%
CSCO	Cisco Systems, Inc. Technology	Held	400	0	$31,036	+0.7%	0.09%
BAX	Baxter International Inc Healthcare	Held	1,645	0	$27,636	−12.1%	0.08%
ABT	Abbott Laboratories Healthcare	Held	240	0	$24,640	−18.1%	0.07%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	104	-18	$21,843	−11.8%	0.06%
MCK	Mckesson Corp Healthcare	Reduced	25	-5	$21,634	−12.1%	0.06%
USB	US Bancorp De Financial Services	Held	363	0	$18,879	−2.5%	0.05%
AMD	Advanced Micro Devices Inc Technology	Held	89	0	$18,105	−5.0%	0.05%
HON	Honeywell International Inc Industrials	Held	75	0	$16,952	+15.9%	0.05%
COP	Conocophillips Energy	Held	126	0	$16,632	+41.0%	0.05%
SAN	Banco Santander, S.A. Financial Services	NEW	1,474	NEW	$16,626	NEW	0.05%
BLK	BlackRock, Inc. Financial Services	Held	17	0	$16,349	−10.1%	0.05%
CEG	Constellation Energy Corp Utilities	Held	58	0	$16,196	−21.0%	0.04%
PWR	Quanta Services, Inc. Industrials	Held	29	0	$15,921	+30.1%	0.04%
PM	Philip Morris International Inc. Consumer Defensive	Held	95	0	$15,707	+3.1%	0.04%