Managed by Financial Management, Inc. • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $10M | 119.9K | 0.00% | — |
| 2 | ? N/A — | $9.6M | 116.7K | 0.00% | — |
| 3 | ? N/A — | $9.3M | 201.2K | 0.00% | — |
| 4 | ? N/A — | $9M | 14.6K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $8.9M |
| 196.5K |
| 0.00% |
| — |
| 6 | ? N/A — | $8.7M | 15.1K | 0.00% | — |
| 7 | ? N/A — | $8.5M | 154.6K | 0.00% | — |
| 8 | ? N/A — | $8.5M | 281.3K | 0.00% | — |
| 9 | ? N/A — | $8.4M | 279.1K | 0.00% | — |
| 10 | ? N/A — | $8.4M | 149.3K | 0.00% | — |
| 11 | ? N/A — | $6.3M | 83.7K | 0.00% | — |
| 12 | ? N/A — | $6.2M | 60.0K | 0.00% | — |
| 13 | ? N/A — | $6.1M | 81.1K | 0.00% | — |
| 14 | ? N/A — | $5.8M | 232.6K | 0.00% | — |
| 15 | ? N/A — | $5.8M | 56.3K | 0.00% | — |
| 16 | ? N/A — | $5.6M | 221.4K | 0.00% | — |
| 17 | ? N/A — | $4.7M | 48.1K | 0.00% | — |
| 18 | ? N/A — | $4.5M | 46.5K | 0.00% | — |
| 19 | ? N/A — | $4.5M | 95.1K | 0.00% | — |
| 20 | ? N/A — | $4.2M | 157.4K | 0.00% | — |