Gerald Baker Financial Group
$351M 13F equity value
135 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gerald Baker Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GBCI | GLACIER BANCORP INC NEW | 420,306 | $22M | 6.2% |
| VIG | VANGUARD SPECIALIZED FUNDS | 90,854 | $21M | 6.1% |
| XOM | EXXON MOBIL CORP | 140,551 | $19M | 5.5% |
| QQQ | INVESCO QQQ TR | 24,772 | $18M | 5.2% |
| IVV | ISHARES TR | 22,718 | $17M | 4.8% |
| CAT | CATERPILLAR INC | 15,328 | $16M | 4.6% |
| NNN | NNN REIT INC | 346,549 | $16M | 4.6% |
| UTG | REAVES UTIL INCOME FD | 250,323 | $10M | 2.9% |
| NOBL | PROSHARES TR | 180,611 | $10M | 2.9% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 260,160 | $10M | 2.7% |
Track Gerald Baker Financial Group's 13F portfolio: $351M in reported holdings, 135 positions. Top holdings and quarterly changes on SentiSense.
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