Financial Management, Inc.
Financial Management, Inc. reported 46 positions worth $122.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IDEV (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IDEV | SH | $11.5M | 9.44% | 129,318 | — | — | |
| ▸ 2 | QQQ | SH | $11.2M | 9.19% | 15,224 | — | — | |
| ▸ 3 | IQLT | SH | $10.3M | 8.41% | 207,017 | — | — | |
| ▸ 4 | FLQM | SH | $9.2M | 7.51% | 158,281 | — | — | |
| ▸ 5 | SPSB | SH | $8.6M | 7.06% | 287,059 | — | — | |
| ▸ 6 | SPHQ | SH | $7.8M | 6.37% | 86,291 | — | — | |
| ▸ 7 | XMHQ | SH | $6.9M | 5.63% | 60,827 | — | — | |
| ▸ 8 | SJNK | SH | $6.8M | 5.57% | 271,280 | — | — | |
| ▸ 9 | FYC | SH | $6.2M | 5.07% | 48,568 | — | — | |
| ▸ 10 | SPEM | SH | $5.3M | 4.34% | 102,287 | — | — |
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Frequently Asked Questions
What stocks does Financial Management, Inc. hold as of Q2 2026?
Financial Management, Inc. reported 46 positions worth $122.0M in its Q2 2026 13F filing. Largest positions: IDEV (9.4%), QQQ (9.2%), IQLT (8.4%), FLQM (7.5%) and SPSB (7.1%).
What did Financial Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Management, Inc. 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.