StockDriftsStockDriftsTop 24 Professional Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | 16.45% | 293.9K | $16.2M | +20.55%(+50.10K) | $55.97(-5.48%) | 2026-06-30 | |
| GDXJ | VANECK ETF TRUST | 8.55% | 85.8K | $8.4M | +0.53%(+453) | $106.39(+11.98%) | 2026-06-30 | |
| TAIL | CAMBRIA ETF TR | 8.42% | 781.3K | $8.3M | +5.77%(+42.62K) | $11.63(-10.90%) | 2026-06-30 | |
| EDV | VANGUARD WORLD FD | 8% | 121.1K | $7.9M | +6.73%(+7.64K) | $66.51(-9.82%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.13% | 119.1K | $7.0M | new | $59.20(-1.41%) | 2026-06-30 | |
| EYLD | CAMBRIA ETF TR | 6.89% | 149.5K | $6.8M | -28.89%(-60.75K) | $37.77(+25.20%) | 2026-06-30 | |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | 5.18% | 102.6K | $5.1M | +73.92%(+43.60K) | $49.79(+0.13%) | 2026-06-30 | |
| TLH | ISHARES TR | 4.99% | 49.1K | $4.9M | -1.08%(-534) | $102.26(-5.33%) | 2026-06-30 | |
| PXH | INVESCO EXCH TRADED FD TR II | 4.56% | 161.4K | $4.5M | +9.56%(+14.08K) | $25.91(+12.82%) | 2026-06-30 | |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 4.27% | 206.2K | $4.2M | +4.10%(+8.13K) | $21.86(-6.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.73% |
Professional Financial Management, Inc. reports $98.60M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are VGLT (16.4%), GDXJ (8.6%) and TAIL (8.4%). The top 20 holdings account for 96.8% of reported assets. Its disclosed equity book has returned +0.74% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Professional Financial Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2130270). View Professional Financial Management, Inc.’s 13F filings on SEC