Financial Management Professionals, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing was submitted on October 23, 2026, and lists Lawrence Kellogg as the Operations and Compliance Director responsible for the report.
The report details a portfolio consisting of 1,051 individual equity positions. The aggregate value of these holdings is approximately $1,060,697,770. The filing indicates that all positions are held in a discretionary capacity.
The portfolio is diversified across various sectors, with notable holdings including Apple Inc., with 9,228,834 shares; Bank of America Corp, with 686,580 shares; and Chevron Corp, with 1,331,014 shares. Other significant positions include Alphabet Inc. Class A shares (1,891,752), Broadcom Inc. (2,012,206), and Berkshire Hathaway Inc. Class B (954,570). The filing also includes exposure to exchange-traded funds, such as the Bitwise Bitcoin ETF, which holds 7,873,318 shares.
