Professional Financial Management, Inc.
Long book
$96.1M
Q1 2026
Positions
23
Top-10 weight
74%
concentration
Last quarter
+0.1%
SPY +14.8%
Turnover
31%
of book per quarter
Strategy in plain words
auto-generated from filingsProfessional Financial Management, Inc. is a wealth-management firm allocating client money, running a $96.1M US long book across 23 positions.
The portfolio is concentrated: the top 10 names carry 74% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD LONG-TERM TREASURY, VANECK JUNIOR GOLD MINERS, CAMBRIA EMERG SHRHLDR YIELD, CAMBRIA TAIL RISK ETF, VANGUARD EXTENDED DUR TREAS.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+2.3%
Q1 2026
+0.1%
Sector allocation
No sector data
Long book by quarter
What does Professional Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|