account_balance
Investment manager · 13F filer · SEC CIK 1963319
GEM Asset Management, LLC
Reported value$251Mas of Sep 30, 2026
Positions113 6 new, 9 sold out
Top 10 weight50.7%SYY alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SYYSysco Corp
11.5%Trimmed −10%
DFUSDimensional ETF Trust
9.3%Added +12%
DFAIDimensional ETF Trust
5.0%
SPYSPDR S&P 500 ETF Trust
4.6%
DFASDimensional ETF Trust
4.4%Added +6%
DFAEDimensional ETF Trust
3.9%Added +5%
DFLVDimensional ETF Trust
3.1%Added +16%
DFAUDimensional ETF Trust
3.1%
DFICDimensional ETF Trust
3.0%Added +20%
VONGVanguard Scottsdale FDS
2.8%
DFUVDimensional ETF Trust
2.7%
DFACDimensional ETF Trust
2.7%
SYYSysco Corp
11.5%Trimmed −10%
DFUSDimensional ETF Trust
9.3%Added +12%
DFAIDimensional ETF Trust
5.0%
SPYSPDR S&P 500 ETF Trust
4.6%
DFASDimensional ETF Trust
4.4%+6%
DFAEDimensional ETF Trust
3.9%
DFLVDimensional ETF Trust
3.1%
DFAUDimensional ETF Trust
3.1%
DFICDimensional ETF Trust
3.0%
VONG2.8%
DFUV2.7%
DFAC2.7%
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
SYY Sysco Corp 11.5% Trimmed −10%
DFUS Dimensional ETF Trust 9.3% Added +12%
DFAI Dimensional ETF Trust 5.0% Held
SPY SPDR S&P 500 ETF Trust 4.6% HeldDFAS Dimensional ETF Trust 4.4% Added +6%
DFAE Dimensional ETF Trust 3.9% Added +5%
DFLV Dimensional ETF Trust 3.1% Added +16%
DFAU Dimensional ETF Trust 3.1% Held
DFIC Dimensional ETF Trust 3.0% Added +20%
VONG Vanguard Scottsdale FDS 2.8% Held
DFUV Dimensional ETF Trust 2.7% Held
DFAC Dimensional ETF Trust 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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