Financial Management Professionals, Inc. Portfolio Holdings

Financial Management Professionals, Inc.

  • $858 Million
  • Q2 2025

Financial Management Professionals, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $858 Million distributed in 1017 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $103M, Schwab Strategic Tr Us Large C with a value of $58M, Dimensional ETF Tr with a value of $56.6M, Schwab Strategic Tr Us Large C with a value of $55.1M, and John Hancock Multifactor Mid C with a value of $53.2M.

Examining the 13F form we can see an increase of $93M in the current position value, from $765M to 858M.

Below you can find more details about Financial Management Professionals, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $858 Million
ETFs: $770 Million
Technology: $23 Million
Financial Services: $15.2 Million
Healthcare: $7.42 Million
Consumer Cyclical: $7.35 Million
Energy: $6.67 Million
Industrials: $5.64 Million
Communication Services: $4.29 Million
Other: $10 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$845M
$59,000 0.01% of portfolio
1,358
Q3 2023 New
$1.19B
$48,000 0.01% of portfolio
857
Q2 2025 Added 322.17%
$1.1B
$56,000 0.01% of portfolio
3,778
Q2 2025 Reduced 62.14%
$1.58B
$127,000 0.01% of portfolio
3,219
Q2 2025 Added 514.31%
$1.82B
$30,000 0.0% of portfolio
268
Q2 2025 Reduced 62.25%
$1.48B
$16,000 0.0% of portfolio
1,196
Q2 2025 New
$1.36B
$21,000 0.0% of portfolio
587
Q2 2025 Added 0.51%
$1.79B
$1,000 0.0% of portfolio
113
Q2 2025 New
$1.43B
$25,000 0.0% of portfolio
1,230
Q2 2025 Reduced 62.22%
$1.9B
$42,000 0.0% of portfolio
3,631
Q3 2024 New
$1.09B
$17,000 0.0% of portfolio
795
Q2 2025 Reduced 62.11%
$967M
$1,000 0.0% of portfolio
925
Q2 2022 Reduced 22.4%
$331M
$22,000 0.0% of portfolio
933
Q2 2025 New
$1.68B
$1,000 0.0% of portfolio
125
Q3 2023 New
$814M
$31,000 0.0% of portfolio
3,001
Q2 2025 Reduced 62.14%
$722M
$22,000 0.0% of portfolio
2,114
Q2 2025 New
$1.18B
$15,000 0.0% of portfolio
1,064
Q2 2025 Reduced 63.07%
$521M
$15,000 0.0% of portfolio
534
Q2 2025 Reduced 62.29%
$1.73B
$33,000 0.0% of portfolio
1,627
Q2 2025 Reduced 62.17%
$1.19B
$24,000 0.0% of portfolio
1,755
Q2 2025 New
$604M
$32,000 0.0% of portfolio
1,254
Q2 2025 New
$1.72B
$4,000 0.0% of portfolio
73
Q2 2024 New
$1.91B
$42,000 0.0% of portfolio
658
Q2 2025 Reduced 63.08%
$976M
$7,000 0.0% of portfolio
1,410
Q2 2025 New
$665M
$4,000 0.0% of portfolio
717
Q2 2025 Added 9.13%
$1.58B
$22,000 0.0% of portfolio
854
Q2 2025 New
$350M
$28,000 0.0% of portfolio
7,450
Q2 2025 Reduced 40.85%
$301M
$4,000 0.0% of portfolio
181
Q3 2021 New
$512M
$31,000 0.0% of portfolio
3,209
Q2 2025 New
$1.4B
$3,000 0.0% of portfolio
166
Q3 2024 Added 361.11%
$395M
$11,000 0.0% of portfolio
4,237
Q2 2025 Reduced 62.23%
$1.12B
$0 0.0% of portfolio
9
Q2 2022 Reduced 43.75%
$1.96B
$1,000 0.0% of portfolio
40
Q3 2024 Added 400.0%
$944M
$22,000 0.0% of portfolio
1,236
Q2 2025 New
$1.8B
$27,000 0.0% of portfolio
2,070
Q2 2025 Reduced 62.12%
$772M
$11,000 0.0% of portfolio
500
Q3 2017 New

Summary

  • Portfolio
  • No. of Stocks 1,017
  • Current Value $858 Million
  • Prior Value $765 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 97 stocks
  • Additional Purchases 256 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 289 stocks
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