Professional Financial Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 12, 2026), Professional Financial Management, Inc. reported 21 stock positions worth $88.2 million. Its top holding was Vaneck Junior Gold Miners (GDXJ) at 11.1% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 11.0%) and Cambria Emerg Shrhldr Yield (EYLD, 10.1%).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0002130270
- Portfolio Value
- $88.2M (Q4 2025)
- SEC Filing
- 0002130270-26-000001 ↗ filed May 12, 2026
Holdings Value
Holdings 21 stocks · $88.2M
| GDXJ Vaneck Junior Gold Miners | 11.12% | 86,188 | $9.8M | — |
| VGLT Vanguard Long-Term Treasury | 11.05% | 174,617 | $9.7M | — |
| EYLD Cambria Emerg Shrhldr Yield | 10.09% | 232,126 | $8.9M | — |
| TAIL Cambria Tail Risk ETF | 8.20% | 629,071 | $7.2M | — |
| EDV Vanguard Extended Dur Treas | 7.76% | 105,283 | $6.8M | — |
| MTBA Simplify MBS ETF | 6.93% | 121,250 | $6.1M | — |
| TLH iShares 10-20 Year Treasury | 5.37% | 46,590 | $4.7M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.93% | 59,777 | $4.3M | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 4.57% | 183,895 | $4.0M | — |
| SCHQ Schwab Long-Term US Treasury | 3.45% | 96,034 | $3.0M | — |
| IVOL Quadratic Int Rte Vol Infl H | 3.40% | 156,520 | $3.0M | — |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 3.22% | 110,050 | $2.8M | — |
| SGOV iShares 0-3 Month Treasury B | 3.21% | 28,219 | $2.8M | — |
| NBH Neuberger Municipal Fund Inc. | 2.64% | 230,149 | $2.3M | — |
| LEO BNY Mellon Strategic Muni | 2.57% | 356,730 | $2.3M | — |
| TBUX T Rowe Price Ultra Short-Ter | 2.31% | 40,831 | $2.0M | — |
| RMI Rivernorth Opport Muni Inc. | 2.04% | 125,547 | $1.8M | — |
| XPCQX PIMCO California Muni Inc. FD | 1.97% | 199,452 | $1.7M | — |
| XMVTX BlackRock Munivest Fund II | 1.89% | 154,158 | $1.7M | — |
| BLE BlackRock Muni Inc. TR II | 1.86% | 157,123 | $1.6M | — |
| PNI PIMCO NY Muni Inc. II FND | 1.43% | 182,736 | $1.3M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.