GEM Asset Management, LLC - Portfolio overview

GEM Asset Management, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. SYY - SYSCO CORP, 12.90%
2. DFUS - DIMENSIONAL ETF TRUST, 7.24%
3. SPY - STATE STR SPDR S&P 500 ETF T, 6.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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