account_balance
Investment manager · 13F filer · SEC CIK 1580018
Gem Investment Advisors, LLC
Reported value$163Mas of Jun 30, 2026
Positions35 2 new, 1 sold out
Top 10 weight80.1%GTX alone is 22%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GTXGarrett Motion Inc
22.1%Trimmed −2%
ABSIAbsci Corporation
15.4%
DRTSAlpha Tau Medical Ltd
11.1%Added +1161%
QDELQuidelortho Corp
6.1%Added +91%
ORMPOramed Pharmaceuticals Inc
5.9%Added +22%
CEFSprott Asset Management LP
4.6%
PDFSPDF Solutions Inc
4.6%
TRCTejon Ranch Co
3.6%
SHCSotera Health Co
3.4%Trimmed −4%
CFCf Industries Hold
3.3%
LRNStride Inc
3.3%
JOESt Joe Co
3.1%
GTXGarrett Motion Inc
22.1%Trimmed −2%
ABSIAbsci Corporation
15.4%
DRTS11.1%QDEL6.1%ORMP5.9%CEF4.6%PDFS4.6%TRC3.6%SHC3.4%CF3.3%LRN3.3%JOE3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GTX Garrett Motion Inc 22.1% Trimmed −2%ABSI Absci Corporation 15.4% HeldDRTS Alpha Tau Medical Ltd 11.1% Added +1161%QDEL Quidelortho Corp 6.1% Added +91%ORMP Oramed Pharmaceuticals Inc 5.9% Added +22%CEF Sprott Asset Management LP 4.6% HeldPDFS PDF Solutions Inc 4.6% HeldTRC Tejon Ranch Co 3.6% HeldSHC Sotera Health Co 3.4% Trimmed −4%CF Cf Industries Hold 3.3% HeldLRN Stride Inc 3.3% HeldJOE St Joe Co 3.1% Held
What changed