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Holders — by stockHoldings — by fund

Gerald Baker Financial Group LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002133489

$351.4M

disclosed book value

126

positions

6.2%

largest position share

Positions, as of 2026-06-30

top 100 of 126 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GBCIGLACIER BANCORP INC NEW420,306$21.7M6.2%
2VIGVANGUARD SPECIALIZED FUNDS90,854$21.5M6.1%
3EXMOCEXXON MOBIL CORP140,551$19.2M5.5%
4QQQINVESCO QQQ TR24,772$18.2M5.2%
5IVVISHARES TR22,718$17.0M4.8%
6CATCATERPILLAR INC15,328$16.3M4.6%
7NNNNNN REIT INC346,549$16.1M4.6%
8UTGREAVES UTIL INCOME FD250,323$10.2M2.9%
9NOBLPROSHARES TR180,611$10.1M2.9%
10BUFRFIRST TR EXCHNG TRADED FD VI260,160$9.5M2.7%
11IYWISHARES TR33,520$8.5M2.4%
12MSFTMICROSOFT CORP19,146$7.1M2%
13AAPLAPPLE INC24,051$7.0M2%
14IJSISHARES TR49,534$6.8M1.9%
15NVDANVIDIA CORPORATION32,180$6.4M1.8%
16VDEVANGUARD WORLD FD41,521$6.2M1.8%
17SDVYFIRST TR EXCHANGE TRADED FD130,152$5.6M1.6%
18IYHISHARES TR79,533$5.3M1.5%
19PMPHILIP MORRIS INTL INC27,986$5.1M1.4%
20IYMISHARES TR27,867$5.0M1.4%
21JNJJOHNSON & JOHNSON18,304$4.6M1.3%
22CVXCHEVRON CORPORATION27,173$4.5M1.3%
23EFAISHARES TR43,077$4.5M1.3%
24MUSIAMERICAN CENTY ETF TR101,710$4.4M1.3%
25FTSMFIRST TR EXCHANGE-TRADED FD62,763$3.7M1.1%
26BRK/BBERKSHIRE HATHAWAY INC DEL7,146$3.6M1%
27MOALTRIA GROUP INC49,174$3.5M1%
28OREALTY INCOME CORP50,392$3.1M0.9%
29HDVISHARES TR111,092$3.0M0.9%
30KNGFIRST TR EXCHANGE-TRADED FD60,245$3.0M0.9%
31IYEISHARES TR53,521$3.0M0.9%
32IJRISHARES TR19,421$2.9M0.8%
33MCDMCDONALDS CORP10,130$2.7M0.8%
34IJJISHARES TR17,992$2.7M0.8%
35IJHISHARES TR33,743$2.6M0.7%
36LUVSOUTHWEST AIRLS CO49,686$2.6M0.7%
37AMZNAMAZON COM INC10,305$2.5M0.7%
38ABBVABBVIE INC9,646$2.4M0.7%
39WELLWELLTOWER INC10,493$2.4M0.7%
40GOOGLALPHABET INC6,305$2.3M0.6%
41VYMVANGUARD WHITEHALL FDS14,148$2.2M0.6%
42XHBSPDR SERIES TRUST18,083$2.1M0.6%
43XLISELECT SECTOR SPDR TR11,158$2.1M0.6%
44IDVISHARES TR47,702$2.0M0.6%
45CEGCONSTELLATION ENERGY CORP7,888$2.0M0.6%
46AMDADVANCED MICRO DEVICES INC3,196$1.9M0.5%
47FTGCFIRST TR EXCHANGE TRAD FD VI64,167$1.7M0.5%
48MRKMERCK & CO INC13,402$1.7M0.5%
49UNPUNION PAC CORP6,143$1.7M0.5%
50IYFISHARES TR12,865$1.6M0.5%
51CSXCSX CORP32,890$1.6M0.4%
52WMTWALMART INC13,286$1.5M0.4%
53KOCOCA COLA CO17,760$1.4M0.4%
54COSTCOSTCO WHOLESALE CORPORATION1,359$1.3M0.4%
55DHID R HORTON INC7,789$1.3M0.4%
56GOOGALPHABET INC3,534$1.2M0.4%
57PEPPEPSICO INC9,029$1.2M0.3%
58CMCCOMMERCIAL METALS CO18,664$1.2M0.3%
59TSLATESLA INC2,774$1.2M0.3%
60GLDSPDR GOLD TR3,044$1.1M0.3%
61EXCEXELON CORP22,007$1.0M0.3%
62IVWISHARES TR7,420$1.0M0.3%
63KRKROGER CO18,240$1.0M0.3%
64RRRRED ROCK RESORTS INC15,298$995,2980.3%
65VTIVANGUARD INDEX FDS2,609$965,4420.3%
66AVTRAVANTOR INC94,206$932,6390.3%
67DVYISHARES TR5,847$913,8590.3%
68GUNRFLEXSHARES TR18,264$900,0430.3%
69IJTISHARES TR4,636$828,0640.2%
70SCHDSCHWAB STRATEGIC TR25,519$809,1980.2%
71BABOEING CO3,703$801,5990.2%
72MDLZMONDELEZ INTL INC13,701$792,4900.2%
73ABTABBOTT LABORATORIES8,257$749,2210.2%
74BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.2%
75LMTLOCKHEED MARTIN CORP1,467$747,4310.2%
76PGPROCTER & GAMBLE CO4,990$731,7460.2%
77NEENEXTERA ENERGY INC8,219$721,4170.2%
78TLTISHARES TR7,932$685,4810.2%
79DLTRDOLLAR TREE INC5,637$681,7950.2%
80MUBISHARES TR6,148$661,6800.2%
81PFEPFIZER INC26,461$637,1860.2%
82ICSHISHARES TR12,205$617,3490.2%
83VNOVORNADO RLTY TR15,374$604,1980.2%
84PWRQUANTA SVCS INC720$518,6760.1%
85NSCNORFOLK SOUTHN CORP1,552$488,1510.1%
86IBBISHARES TR2,355$447,9790.1%
87IJKISHARES TR3,740$439,5040.1%
88SCHWSCHWAB CHARLES CORP4,507$415,8800.1%
89JPSTJ P MORGAN EXCHANGE TRADED F8,127$410,9620.1%
90DEDEERE & CO640$405,8010.1%
91PLTRPALANTIR TECHNOLOGIES INC3,294$384,3110.1%
92CRWDCROWDSTRIKE HLDGS INC501$382,3330.1%
93FLMIFRANKLIN TEMPLETON ETF TR15,168$381,7810.1%
94SHOPSHOPIFY INC3,300$376,7940.1%
95SPEMSPDR INDEX SHS FDS7,203$372,9920.1%
96VGTVANGUARD WORLD FD3,061$365,8440.1%
97RDVIFIRST TR EXCHANGE-TRADED FD12,365$363,5180.1%
98SPYSTATE STR SPDR S&P 500 ETF T483$360,7500.1%
99TMUST-MOBILE US INC2,115$354,8110.1%
100IYJISHARES TR2,118$353,0040.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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