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Professional Financial Management, Inc. - Portfolio Stock Holdings

Professional Financial Management, Inc. disclosed 26 stock positions in a recent SEC 13F filing. $98,602,082 of stock holdings were filed, with the largest holdings including VGLT, GDXJ, and TAIL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $304,096,440 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

26

Est. Stock Holding Value:

$98,602,082

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Professional Financial Management, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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