Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CMC Financial Group (CIK 1770940) reported $51.0M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TCAL ($8.6M, 16.93%), COWZ ($5.4M, 10.52%), SILJ ($4.3M, 8.52%), THIR ($4.3M, 8.50%), GDX ($4.3M, 8.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TCAL | T ROWE PRICE ETF INC | $8.6M | 16.93% | 386,095 | Added |
| 2 | COWZ | PACER FDS TR | $5.4M | 10.52% | 85,761 | Added |
| 3 | SILJ | AMPLIFY ETF TR | $4.3M | 8.52% | 146,192 | Trimmed |
| 4 | THIR | THOR FINL TECHNOLOGIES TR | $4.3M | 8.50% | 139,802 | Added |
| 5 | GDX | VANECK ETF TRUST | $4.3M | 8.49% | 47,187 | Trimmed |
| 6 | AAPL | APPLE INC | $2.5M | 4.81% | 9,663 | Added |
| 7 | TLT | ISHARES TR | $2.3M | 4.48% | 26,329 | New |
| 8 | CGIC | CAPITAL GROUP INTERNATIONAL | $1.7M | 3.43% | 52,830 | Trimmed |
| 9 | TLH | ISHARES TR | $1.2M | 2.40% | 12,149 | New |
| 10 | GOOG | ALPHABET INC | $1.1M | 2.25% | 4,000 | Added |
| 11 | CALF | PACER FDS TR | $1.0M | 2.01% | 22,882 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $949,774 | 1.86% | 1,982 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $905,151 | 1.78% | 5,190 | Added |
| 14 | MSFT | MICROSOFT CORP | $875,543 | 1.72% | 2,365 | Added |
| 15 | BIL | SPDR SERIES TRUST | $858,942 | 1.68% | 9,373 | Trimmed |
| 16 | CGVV | CAPITAL GROUP EQUITY ETF TR | $812,371 | 1.59% | 30,369 | New |
| 17 | BLV | VANGUARD BD INDEX FDS | $755,961 | 1.48% | 10,991 | New |
| 18 | TCAF | T ROWE PRICE ETF INC | $751,910 | 1.47% | 21,127 | Added |
| 19 | JAPN | LISTED FDS TR | $669,780 | 1.31% | 25,004 | New |
| 20 | URA | GLOBAL X FDS | $665,913 | 1.31% | 13,750 | Added |
| 21 | GDMN | WISDOMTREE TR | $660,200 | 1.29% | 6,525 | Trimmed |
| 22 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | $648,098 | 1.27% | 9,854 | Trimmed |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $632,904 | 1.24% | 12,706 | New |
| 24 | SPMB | SPDR SERIES TRUST | $632,316 | 1.24% | 28,241 | New |
| 25 | GLDM | WORLD GOLD TR | $593,216 | 1.16% | 6,400 | New |
Source: SEC Form 13F filings · as of 2026-03-31