Financial Management Professionals, Inc.
Top Portfolio Positions
805 positions ·
$110,657,871 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
25,748 | $6,534,584 | 5.91% | |
| NVDA |
Nvidia Corp
Technology
|
36,010 | $6,280,144 | 5.68% | |
| BITB |
Bitwise Bitcoin ETF
|
140,921 | $5,187,302 | 4.69% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,044 | $3,570,325 | 3.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,503 | $3,383,722 | 3.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,028 | $3,269,909 | 2.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,688 | $2,434,259 | 2.20% | |
| MSFT |
Microsoft Corp
Technology
|
6,420 | $2,376,491 | 2.15% | |
| HOMB |
Home Bancshares Inc
Financial Services
|
83,791 | $2,256,491 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
6,171 | $1,909,986 | 1.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LISMF
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 | $1,035 | 2,500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $595 | 2,500 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $785 | 2,500 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $900 | 2,500 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,145 | 2,500 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $882 | 2,500 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $935 | 2,500 | Shares | Sole | 2022-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||