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JDM Financial Group LLC

Q1 2026 Holdings

Filed 2026-05-21 | 318 holdings | $259.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cree Inc(WOLF)Stock97785W106$1610.0%
Quince Therapeutics Inc COM(QNCX)Stock22053A107$343400.0%
The Realreal Inc COM(REAL)Stock88339P101$263290.0%
Agree Rlty Corp COM(ADC)REIT008492100$67890.0%
Omnicom Group Inc COM(OMC)Stock681919106$753100.0%
Ford Motor Company(F)Stock345370860$923800.0%
Residential REIT ETF(HAUS)ETF886364587$947550.0%
C H Robinson Worldwide in COM New(CHRW)Stock12541W209$99660.0%
Idacorp Inc COM(IDA)Stock451107106$1.0K70.0%
Ishares Residential and Multisector Real Estate ETF(REZ)ETF464288562$1.0K120.0%
United States Copper Index Fund(CPER)ETF911718104$1.3K370.0%
Concentra Group Holdings Paren Common Stock(CON)Stock20603L102$1.3K610.0%
Solstice Advanced Matls Inc COM SHS(SOLS)Stock83443Q103$1.4K180.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1.4K300.0%
Amdocs LTD SHS(DOX)StockG02602103$1.5K230.0%
MP Materials Corp COM CL A(MP)Stock553368101$1.5K320.0%
Critical Metals Corp Pubco ORD SHS(CRML)StockG2662B103$1.6K2010.0%
Boston Scientific Corp COM(BSX)Stock101137107$1.6K260.0%
ENI SPA Sponsored ADR(E)ADR26874R108$1.7K300.0%
Reliance Inc COM(RS)Stock759509102$1.8K60.0%
Welltower Inc COM(WELL)REIT95040Q104$2.0K100.0%
Trisalus Life Sciences Inc COM(TLSI)Stock89680M101$2.1K5300.0%
Innovator Emerging Markets Power Buffer ETF - July(EJUL)ETF45782C714$2.1K710.0%
Quest Diagnostics Inc COM(DGX)Stock74834L100$2.2K110.0%
Ishares Copper and Metals Mining ETF(ICOP)ETF46436E189$2.2K460.0%
NRG Energy Inc COM New(NRG)Stock629377508$2.2K150.0%
Innovator U.S. Small Cap Power Buffer ETF - July(KJUL)ETF45782C284$2.2K690.0%
DT Midstream Inc Common Stock(DTM)Stock23345M107$2.4K180.0%
United States Antimony Corp COM(UAMY)Stock911549103$2.4K2800.0%
USA Rare Earth Inc COM(USAR)Stock91733P107$2.5K1630.0%
Carnival Corp Common Stock(CCL)Stock143658300$2.6K1010.0%
Cullen Frost Bankers Inc COM(CFR)Stock229899109$2.6K190.0%
Huntington Ingalls Inds Inc COM(HII)Stock446413106$2.7K70.0%
AT&T Inc COM(T)Stock00206R102$2.7K920.0%
Western Digital Corp COM(WDC)Stock958102105$2.7K100.0%
Nexstar Media Group Inc Common Stock(NXST)Stock65336K103$2.7K150.0%
RPM Intl Inc COM(RPM)Stock749685103$2.8K280.0%
Ingredion Inc COM(INGR)Stock457187102$2.8K250.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$2.9K520.0%
HF Sinclair Corp COM(DINO)Stock403949100$2.9K470.0%
State Street Utilities Select Sector Spdr ETF(XLU)ETF81369Y886$3.0K660.0%
Timken Co COM(TKR)Stock887389104$3.1K310.0%
Nordson Corp COM(NDSN)Stock655663102$3.2K120.0%
Amkor Technology Inc COM(AMKR)Stock031652100$3.2K710.0%
Federal Agric MTG Corp CL C(AGM)Stock313148306$3.3K220.0%
Avery Dennison Corp COM(AVY)Stock053611109$3.3K190.0%
MSA Safety Inc COM(MSA)Stock553498106$3.4K210.0%
3M Co COM(MMM)Stock88579Y101$3.6K250.0%
Servisfirst Bancshares Inc COM(SFBS)Stock81768T108$3.6K500.0%
Sanofi SA Sponsored ADR(SNY)ADR80105N105$3.7K760.0%
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