GGM Financial LLC

CIK

2021722

Location

COLUMBUS, OH

Portfolio Value

Micro $26,137,164

Diversification

Diversified

Filing Date

Global Rank

#7,540 / 8,605 ▲ 113 · as of Mar 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 12, 2026 · 58d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jul 2026 · vs SPY

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

Cloned portfolio

+37.0%

SPY

+40.4%

Annualised alpha

-1.5%

Max drawdown

−17.4%

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

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

Top Position

11.0%

−1.0 pts

Top 5

34.7%

−4.6 pts

Top 10

52.3%

−7.4 pts

HHI

390

Diversified−84

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$6,599,871	17
Unclassified	17.3%	$4,512,096	8
Healthcare	11.9%	$3,119,593	11
Industrials	11.4%	$2,973,829	18
Financial Services	10.3%	$2,705,115	19
Consumer Cyclical	8.0%	$2,079,197	10
Consumer Defensive	7.0%	$1,826,747	7
Utilities	3.8%	$989,620	7
Communication Services	2.6%	$691,231	7
Energy	1.9%	$501,778	4
Basic Materials	0.5%	$131,675	5
Real Estate	0.0%	$6,412	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+829	2,237	$278,014
TJX	Tjx Companies Inc /De/	+682	917	$146,444
DUK	Duke Energy CORP	+580	1,797	$235,299
UBER	Uber Technologies, Inc	+261	3,034	$218,235
BAC	Bank Of America Corp /De/	+120	3,571	$174,086
MCK	Mckesson Corp	+109	142	$122,881
AMZN	Amazon Com Inc	+107	2,369	$493,391
AZO	Autozone Inc	+75	76	$256,711
LOW	Lowes Companies Inc	+55	210	$49,618
XOM	Exxon Mobil Corp	+37	253	$42,923
PEP	Pepsico Inc	+35	2,045	$317,568
ABT	Abbott Laboratories	+31	6,383	$655,342
USB	US Bancorp De	+30	3,116	$162,063
PG	PROCTER & GAMBLE Co	+25	7,880	$1,138,187
D	Dominion Energy, Inc	+20	1,834	$113,377
FRME	First Merchants Corp	+17	1,723	$66,731
AEP	American Electric Power Co Inc	+17	2,431	$318,655
ETN	Eaton Corp plc	+15	174	$62,234
MRK	Merck & Co., Inc.	+12	1,603	$192,824
CVX	Chevron Corp	+11	1,684	$348,419
CSCO	Cisco Systems, Inc.	+10	2,080	$161,387
FDX	Fedex Corp	+9	2,174	$623,960
MDLZ	Mondelez International, Inc.	+6	663	$38,215
MS	Morgan Stanley	+6	891	$146,631
MCD	Mcdonalds Corp	+6	1,778	$552,584
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	−575	5,816	$1,264,921
NVDA	Nvidia Corp	−488	10,785	$1,880,904
AAPL	Apple Inc.	−460	6,917	$1,755,465
MSFT	Microsoft Corp	−423	2,482	$918,761
AFL	Aflac Inc	−274	590	$64,728
VZ	Verizon Communications Inc	−136	338	$16,967
REGN	Regeneron Pharmaceuticals, Inc.	−105	159	$122,849
JPM	Jpmorgan Chase & Co	−101	4,095	$1,204,585
LLY	ELI LILLY & Co	−99	652	$599,690
T	At&T Inc.	−72	839	$24,322
HD	Home Depot, Inc.	−44	470	$154,578
QQQ	Invesco Qqq Trust, Series 1	−22	4,996	$2,883,591
WBD	Warner Bros. Discovery, Inc.	−11	11	$302
CL	Colgate Palmolive Co	−1	155	$13,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	2,092	$524,213
IOT	Samsara Inc.	10,263	$325,234
PLTR	Palantir Technologies Inc.	1,799	$263,157
OKLO	Oklo Inc.	4,519	$224,097
WM	Waste Management Inc	677	$155,567
COR	Cencora, Inc.	291	$91,414
VSNT	Versant Media Group, Inc.	7	$259
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	150	$16,396
DOV	DOVER Corp	37	$7,223
TD	Toronto Dominion Bank	58	$5,463
IRM	Iron Mountain Inc	58	$4,811
SOUN	Soundhound Ai, Inc.	250	$2,492
FRO	Frontline plc	111	$2,422
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 positions · $26,137,164 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 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,996	-22	$2,883,591	−6.5%	11.03%
NVDA	Nvidia Corp Technology	Reduced	10,785	-488	$1,880,904	−10.5%	7.20%
AAPL	Apple Inc. Technology	Reduced	6,917	-460	$1,755,465	−12.5%	6.72%
GLD	Spdr Gold Trust	Held	2,970	0	$1,277,961	+8.6%	4.89%
ABBV	AbbVie Inc. Healthcare	Reduced	5,816	-575	$1,264,921	−13.4%	4.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,095	-101	$1,204,585	−10.9%	4.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,880	+25	$1,138,187	+1.1%	4.35%
MSFT	Microsoft Corp Technology	Reduced	2,482	-423	$918,761	−34.6%	3.52%
AVGO	Broadcom Inc. Technology	Added	2,242	+5	$693,921	−10.4%	2.65%
ABT	Abbott Laboratories Healthcare	Added	6,383	+31	$655,342	−17.7%	2.51%
FDX	Fedex Corp Industrials	Added	2,174	+9	$623,960	+23.8%	2.39%
GOOGL	Alphabet Inc. Communication Services	Added	2,103	+1	$604,738	−8.1%	2.31%
LLY	ELI LILLY & Co Healthcare	Reduced	652	-99	$599,690	−25.7%	2.29%
LMT	Lockheed Martin Corp Industrials	Added	961	+4	$580,818	+25.5%	2.22%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,778	+6	$552,584	+2.0%	2.11%
VRT	Vertiv Holdings Co Industrials	NEW	2,092	NEW	$524,213	NEW	2.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,369	+107	$493,391	−5.5%	1.89%
HON	Honeywell International Inc Industrials	Added	1,513	+4	$358,661	+16.2%	1.37%
TSLA	Tesla, Inc. Consumer Cyclical	Held	963	0	$357,995	−17.3%	1.37%
CVX	Chevron Corp Energy	Added	1,684	+11	$348,419	+36.6%	1.33%
IOT	Samsara Inc. Technology	NEW	10,263	NEW	$325,234	NEW	1.24%
AEP	American Electric Power Co Inc Utilities	Added	2,431	+17	$318,655	+14.5%	1.22%
PEP	Pepsico Inc Consumer Defensive	Added	2,045	+35	$317,568	+10.1%	1.22%
CAT	Caterpillar Inc Industrials	Added	433	+1	$306,763	+24.0%	1.17%
WMT	Walmart Inc. Consumer Defensive	Added	2,237	+829	$278,014	+77.2%	1.06%
PLTR	Palantir Technologies Inc. Technology	NEW	1,799	NEW	$263,157	NEW	1.01%
AZO	Autozone Inc Consumer Cyclical	Added	76	+75	$256,711	+7470.4%	0.98%
MA	Mastercard Inc Financial Services	Held	485	0	$242,335	−12.5%	0.93%
DUK	Duke Energy CORP Utilities	Added	1,797	+580	$235,299	+65.0%	0.90%
OKLO	Oklo Inc. Utilities	NEW	4,519	NEW	$224,097	NEW	0.86%
UBER	Uber Technologies, Inc Technology	Added	3,034	+261	$218,235	−3.7%	0.83%
SPGI	S&P Global Inc. Financial Services	Added	511	+1	$205,627	−18.4%	0.79%
MRK	Merck & Co., Inc. Healthcare	Added	1,603	+12	$192,824	+15.1%	0.74%
BAC	Bank Of America Corp /De/ Financial Services	Added	3,571	+120	$174,086	−8.3%	0.67%
USB	US Bancorp De Financial Services	Added	3,116	+30	$162,063	−1.6%	0.62%
CSCO	Cisco Systems, Inc. Technology	Added	2,080	+10	$161,387	+1.2%	0.62%
WM	Waste Management Inc Industrials	NEW	677	NEW	$155,567	NEW	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	470	-44	$154,578	−12.6%	0.59%
MS	Morgan Stanley Financial Services	Added	891	+6	$146,631	−6.7%	0.56%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	917	+682	$146,444	+305.7%	0.56%
QCOM	Qualcomm Inc/De Technology	Added	1,101	+1	$141,786	−24.6%	0.54%
MCK	Mckesson Corp Healthcare	Added	142	+109	$122,881	+354.0%	0.47%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	159	-105	$122,849	−39.7%	0.47%
SPY	Spdr S&P 500 ETF Trust	Added	188	+1	$122,263	−4.1%	0.47%
D	Dominion Energy, Inc Utilities	Added	1,834	+20	$113,377	+6.7%	0.43%
ORCL	Oracle Corp Technology	Added	765	+2	$112,539	−24.3%	0.43%
GE	General Electric Co Industrials	Held	380	0	$107,832	−7.9%	0.41%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	206	+1	$95,417	−3.1%	0.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	198	0	$94,881	−4.7%	0.36%
COR	Cencora, Inc. Healthcare	NEW	291	NEW	$91,414	NEW	0.35%