account_balance
Investment manager · 13F filer · SEC CIK 2133489
Gerald Baker Financial Group LLC
Reported value$354Mas of Sep 30, 2026
Positions123 3 new, 6 sold out
Top 10 weight43.9%XOM alone is 6%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XOMExxonMobil Holdings Corp
6.5%
VIGVanguard Specialized Funds
6.0%
QQQInvesco QQQ Tr
5.3%
GBCIGlacier Bancorp, Inc.
5.1%
IVViShares Tr
5.0%Added +3%
NNNNNN REIT, Inc.
4.2%Added +3%
CATCaterpillar Inc
3.5%
BUFRFirst Tr Exchng Traded Fd Vi
2.8%Added +3%
MSFTMicrosoft Corp
2.8%
NOBLProshares Tr
2.7%
UTGReaves Utility Income Fund
2.6%Added +6%
IYWiShares Tr
2.5%
XOMExxonMobil Holdings Corp
6.5%
VIGVanguard Specialized Funds
6.0%
QQQInvesco QQQ Tr
5.3%
GBCIGlacier Bancorp, Inc.
5.1%
IVViShares Tr
5.0%Added +3%
NNNNNN REIT, Inc.
4.2%
CATCaterpillar Inc
3.5%
BUFRFirst Tr Exchng Traded Fd Vi
2.8%
MSFTMicrosoft Corp
2.8%
NOBL
UTG2.6%IYW2.5%
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
XOM ExxonMobil Holdings Corp 6.5% Held
VIG Vanguard Specialized Funds 6.0% Held
QQQ Invesco QQQ Tr 5.3% Held
GBCI Glacier Bancorp, Inc. 5.1% HeldIVV iShares Tr 5.0% Added +3%
NNN NNN REIT, Inc. 4.2% Added +3%CAT Caterpillar Inc 3.5% HeldBUFR First Tr Exchng Traded Fd Vi 2.8% Added +3%
MSFT Microsoft Corp 2.8% HeldNOBL Proshares Tr 2.7% Held
UTG Reaves Utility Income Fund 2.6% Added +6%IYW iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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