Professional Financial Management, Inc.

CIK 2130270 · View on SEC EDGAR ↗

Portfolio value
$98.6M
#8,352 of 9,443 by 13F value · top 88.4%
Positions
24
As of
June 30, 2026

Portfolio value QoQ: +2.6% 13F does not disclose cash

Top 10 holdings weight
74.44%
Top 25 holdings weight
100.00%
Positions above 1%
21
Effective number of positions
13.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 12.44% Est. buys $16,087,415 · sells $12,103,752

New positions
3
Increased
10
Decreased
11
Closed
2
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 24 positions

Type Streak 8Q trend
VGLT Vanguard Long-Term Treasury ETF $16,217,788 16.45% 293,907 $2,721,685 Up ×2
GDXJ $8,434,664 8.55% 85,849 $-1,816,272 Up ×1
TAIL $8,305,719 8.42% 781,347 $-344,727 Up ×2
EDV $7,883,401 8.00% 121,134 $512,096 Up ×2
VGIT Vanguard Intermediate-Term Treasury ETF $7,025,639 7.13% 119,119 Up ×1
EYLD $6,789,703 6.89% 149,520 $-1,917,578 Down ×2
TBUX $5,105,991 5.18% 102,592 $2,171,409 Up ×2
TLH $4,923,071 4.99% 49,059 $-71,936 Down ×1
PXH $4,499,553 4.56% 161,390 $535,522 Up ×2
TUA $4,212,023 4.27% 206,219 $32,282 Up ×2
SCHQ $3,480,998 3.53% 111,214 $272,215 Up ×2
IVOL $3,062,145 3.11% 177,105 $-93,184 Up ×2
SGOV iShares 0-3 Month Treasury Bond ETF $2,678,654 2.72% 26,608 $-57,315 Down ×2
NBH $2,570,613 2.61% 243,660 $41,284 Down ×1
RFMZ RiverNorth Flexible Municipal Income Fund II, Inc. Common Stock $2,452,473 2.49% 179,932 $125,721 Down ×1
PCQ PIMCO California Municipal Income Fund Common Stock $1,799,167 1.82% 200,576 $29,705 Down ×1
MHD Blackrock MuniHoldings Fund, Inc. Common Stock $1,643,973 1.67% 138,149 $38,547 Down ×1
MYI Blackrock MuniYield Quality Fund III, Inc Common Stock $1,533,847 1.56% 138,060 $-29,211 Down ×1
SPTL $1,466,703 1.49% 55,917 Up ×1
LEO BNY Mellon Strategic Municipals, Inc. Common Stock $1,338,234 1.36% 207,157 $-42,327 Down ×2
PNI Pimco New York Municipal Income Fund II Common Shares of Beneficial Interest $1,299,313 1.32% 183,260 $5,677 Down ×1
RFM RiverNorth Flexible Municipal Income Fund, Inc. Common Stock $951,241 0.96% 64,360 $39,487 Down ×1
FNDE $578,614 0.59% 14,582 Up ×1
SCHR $348,569 0.35% 14,135 $93,989 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VGIT $7,025,639 119,119 7.13%
SPTL $1,466,703 55,917 1.49%
FNDE $578,614 14,582 0.59%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VGLT Bought more +50K +$2.7M
TBUX Bought more +44K +$2.2M
EYLD Trimmed -61K -$1.9M
GDXJ Bought more +453 -$1.8M
PXH Bought more +14K +$536K
EDV Bought more +8K +$512K
TAIL Bought more +43K -$345K
SCHQ Bought more +9K +$272K
RFMZ Trimmed -4K +$126K
SCHR Bought more +4K +$94K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MTBA June 30, 2026 129,045 $6,382,566 No longer tracked
EMXC June 30, 2026 30,397 $2,391,028
RMI March 31, 2026 125,547 $1,796,578 0.7%
MVT March 31, 2026 154,158 $1,666,448 No longer tracked
BLE March 31, 2026 157,123 $1,640,364 No longer tracked