Gerald Baker Financial Group LLC
Gerald Baker Financial Group LLC reported 126 positions worth $351.4M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: GBCI (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GBCI | SH | $21.7M | 6.17% | 420,306 | — | — | |
| ▸ 2 | VIG | SH | $21.5M | 6.12% | 90,854 | — | — | |
| ▸ 3 | EXMOC | SH | $19.2M | 5.47% | 140,551 | — | — | |
| ▸ 4 | QQQ | SH | $18.2M | 5.19% | 24,772 | — | — | |
| ▸ 5 | IVV | SH | $17.0M | 4.84% | 22,718 | — | — | |
| ▸ 6 | CAT | SH | $16.3M | 4.64% | 15,328 | — | — | |
| ▸ 7 | NNN | SH | $16.1M | 4.59% | 346,549 | — | — | |
| ▸ 8 | UTG | SH | $10.2M | 2.90% | 250,323 | — | — | |
| ▸ 9 | NOBL | SH | $10.1M | 2.89% | 180,611 | — | — | |
| ▸ 10 | BUFR | SH | $9.5M | 2.70% | 260,160 | — | — |
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Frequently Asked Questions
What stocks does Gerald Baker Financial Group LLC hold as of Q2 2026?
Gerald Baker Financial Group LLC reported 126 positions worth $351.4M in its Q2 2026 13F filing. Largest positions: GBCI (6.2%), VIG (6.1%), EXMOC (5.5%), QQQ (5.2%) and IVV (4.8%).
What did Gerald Baker Financial Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Gerald Baker Financial Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.