What does GEM Asset Management, LLC hold?

GEM Asset Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SYY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1963319.

What is GEM Asset Management, LLC's AUM?

GEM Asset Management, LLC reported approximately $251.6M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $628.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source GEM Asset Management, LLC's holdings?

All GEM Asset Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1963319. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is GEM Asset Management, LLC's 13F data updated on 13F Pro?

GEM Asset Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

GEM Asset Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963319

Institutional-grade research for retail investors

Sector Allocation

Other76.8%$193.0M
Consumer Discretionary12.2%$30.6M
Technology5.2%$13.1M
Financials2.6%$6.5M
Healthcare1.6%$4.1M
Industrials0.6%$1.4M
Utilities0.5%$1.4M
Energy0.3%$730,386
Materials0.1%$210,108
Consumer Staples0.1%$205,907

AUM History

13fpro.ai/research/fund/gem-asset-management-llc-1963319

Conviction and streaks

Stable · top 10 = 50.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SYYConviction hold11.5% weight · held 11 quarters

$Conviction hold9.3% weight · held 11 quarters

$Conviction hold5.0% weight · held 11 quarters

$SPYConviction hold4.6% weight · held 11 quarters

$Conviction hold4.4% weight · held 11 quarters

$Accumulating+54% shares · 10 quarters running

$Accumulating+476% shares · 10 quarters running

$Accumulating+1226% shares · 10 quarters running

$Accumulating+51% shares · 10 quarters running

$Accumulating+21% shares · 10 quarters running

$GOOGTrimming-89% shares · 8 quarters running

$MSFTTrimming-42% shares · 6 quarters running

$Trimming-16% shares · 4 quarters running

$SYYTrimming-12% shares · 3 quarters running

$AAPLTrimming-43% shares · 3 quarters running

Largest positions — Q3 2026

SYY
$28.9M
DIMENSIONAL
$23.5M
DIMENSIONAL
$12.5M
SPY
$11.6M
DIMENSIONAL
$11.2M
DIMENSIONAL
$9.9M
DIMENSIONAL
$7.8M
DIMENSIONAL
$7.7M
DIMENSIONAL
$7.5M
VANGUARD
$6.9M
DIMENSIONAL
$6.9M
DIMENSIONAL
$6.7M
DIMENSIONAL
$6.1M
DFA
$6.1M
ISHARES
$5.8M
AMERICAN
$4.0M
AAPL
$4.0M
VANGUARD
$3.9M
ISHARES
$3.7M
VANGUARD
$3.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/gem-asset-management-llc-1963319

GEM Asset Management, LLC 13F holdings — Q3 2026

$251.6M portfolio (-0.9% QoQ) · 114 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

Includes $297K of put/call options ($297K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $251.3M. Weights use the stock portfolio.

1
SYSCO CORP
$SYY
$28.9M
11.5% of stocks
-10%This quarter+4.0%Since filed11+ qtrsHeld
AIQuality54.7#1,299Est. buyEstimated buy price is Pro: unlock with a free trial
2
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$23.5M
9.3% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$12.5M
5.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR S&P 500 ETF TRUST
$SPY
$11.6M
4.6% of stocks
+0.4%This quarter-1.6%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$11.2M
4.4% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$9.9M
3.9% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$7.8M
3.1% of stocks
+16%This quarter—Since filed—Held
AIQuality—Est. buy—
8
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$7.7M
3.0% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$7.5M
3.0% of stocks
+20%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$6.9M
2.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SYSCO CORP$SYY	$28.9M	11.5%	-10%	+4.0%	11+ qtrs	54.7#1,299	Estimated buy price is Pro: unlock with a free trial
2	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$23.5M	9.3%	+12%	—	—	—	—
3	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$12.5M	5.0%	-2%	—	—	—	—
4	SPDR S&P 500 ETF TRUST$SPY	$11.6M	4.6%	+0.4%	-1.6%	11+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$11.2M	4.4%	+6%	—	—	—	—
6	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$9.9M	3.9%	+5%	—	—	—	—
7	DIMENSIONAL ETF TRUST - US LARG VALU ETF	$7.8M	3.1%	+16%	—	—	—	—
8	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$7.7M	3.0%	-0.9%	—	—	—	—
9	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$7.5M	3.0%	+20%	—	—	—	—
10	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$6.9M	2.8%	-2%	—	—	—	—

All holdings — GEM Asset Management, LLC (Q3 2026)

Sort

114 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund	—	$6.9M	2.7%	125K	-0.2%	—	—	13F
12	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund	—	$6.7M	2.7%	151K	+1%	—	—	13F
13	—	DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund	—	$6.1M	2.4%	166K	+3%	—	—	13F
14	—	DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI	—	$6.1M	2.4%	146K	New	—	—	13F
15	—	ISHARES TR - US SML CAP EQTetf/fund	—	$5.8M	2.3%	70K	-3%	—	—	13F
16	—	AMERICAN CENTY ETF TR - DIVERSIFIED MUetf/fund	—	$4.0M	1.6%	84K	-4%	—	—	13F
17	$AAPL	Apple Inc.	Technology	$4.0M	1.6%	12K	-22%	11+ qtrsTrimmed 2 qtrs in a row	75.7	13F
18	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$3.9M	1.6%	5,632	+1%	—	—	13F
19	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$3.7M	1.5%	51K	-7%	—	—	13F
20	—	VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund	—	$3.5M	1.4%	45K	-7%	—	—	13F
21	$MSFT	MICROSOFT CORP	Technology	$3.5M	1.4%	6,782	-13%	11+ qtrsTrimmed 3 qtrs in a row	79.8	13F
22	$IVZ	Invesco Ltd.	Financials	$3.3M	1.3%	16K	+3%	11+ qtrs	—	13F
23	—	SPDR SERIES TRUST - ST SHOR CORP ETFetf/fund	—	$3.3M	1.3%	111K	+28%	—	—	13F
24	—	ISHARES TR - RUSSELL 2000 ETFetf/fund	—	$2.8M	1.1%	10K	-8%	—	—	13F
25	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund	—	$2.6M	1.0%	56K	-7%	—	—	13F
26	—	ISHARES TR - MSCI EAFE ETF	—	$2.6M	1.0%	25K	—
27	—	DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL	—	$2.5M	1.0%	66K	New
28	—	ISHARES TR - CORE S&P500 ETF	—	$2.3M	0.9%	2,970	+0.3%
29	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$2.2M	0.9%	24K	-2%
30	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.8M	0.7%	2,963	-4%
31	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$1.7M	0.7%	19K	+49%
32	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	—	$1.7M	0.7%	42K	+19%
33	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$1.7M	0.7%	14K	+0.8%
34	—	ISHARES TR - EAFE SML CP ETF	—	$1.5M	0.6%	18K	+0.2%
35	$NVDA	NVIDIA CORP	Technology	$1.4M	0.6%	6,174	+23%
36	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.4M	0.6%	5,598	-31%
37	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$1.3M	0.5%	1,958	+12%
38	$ABBV	AbbVie Inc.	Healthcare	$1.2M	0.5%	4,500	+0.1%
39	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.2M	0.5%	9,326	—
40	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$1.2M	0.5%	4,080	+6%
41	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$1.0M	0.4%	13K	-4%
42	$LLY	ELI LILLY & Co	Healthcare	$940K	0.4%	812	—
43	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	—	$811K	0.3%	20K	+0.7%
44	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$807K	0.3%	11K	-5%
45	$CSCO	CISCO SYSTEMS, INC.	Technology	$800K	0.3%	7,437	+2%
46	—	AMPLIFY ETF TR - AMPLIFY CYBERSEC	—	$767K	0.3%	6,324	—
47	$JNJ	JOHNSON & JOHNSON	Healthcare	$749K	0.3%	2,828	+0.1%
48	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$712K	0.3%	6,341	+0.6%
49	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$709K	0.3%	1,164	+32%
50	—	AMERICAN CENTY ETF TR - AVANTIS ALL EQT	—	$682K	0.3%	6,932	+3%
51	—	DIMENSIONAL ETF TRUST - WORLD EQUITY ETF	—	$662K	0.3%	8,038	+0.9%
52	$V	VISA INC.	Financials	$644K	0.3%	1,793	—
53	—	ISHARES TR - MSCI USA VALUE	—	$631K	0.3%	3,185	—
54	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$626K	0.3%	6,948	+8%
55	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$604K	0.2%	12K	-0.2%
56	—	ISHARES TR - MSCI USA MIN ETF	—	$604K	0.2%	6,194	+6%
57	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$599K	0.2%	1,203	+2%
58	—	AMERICAN CENTY ETF TR - AVAN U S QUA ETF	—	$593K	0.2%	8,740	New
59	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$579K	0.2%	19K	+0.2%
60	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$571K	0.2%	1,525	+12%
61	$GLD	SPDR GOLD TRUST	Financials	$563K	0.2%	1,479	—
62	—	ISHARES TR - NATIONAL MUN ETF	—	$553K	0.2%	5,471	+0.8%
63	$CAT	CATERPILLAR INC	Industrials	$547K	0.2%	674	+4%
64	$XOM.R34088	EXXON MOBIL CORP	Energy	$514K	0.2%	3,159	+0.0%
65	$DTB	DTE ENERGY CO	Utilities	$512K	0.2%	4,204	—
66	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$506K	0.2%	21K	—
67	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$504K	0.2%	5,500	+38%
68	$AEE	AMEREN CORP	Utilities	$500K	0.2%	5,027	+0.2%
69	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$499K	0.2%	8,931	+0.3%
70	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$473K	0.2%	31K	+2%
71	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$469K	0.2%	9,520	-5%
72	—	DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1	—	$448K	0.2%	5,422	New
73	$AMGN	AMGEN INC	Healthcare	$417K	0.2%	989	+0.2%
74	—	DIMENSIONAL ETF TRUST - INTL HIGH PROFIT	—	$406K	0.2%	12K	+0.5%
75	$FTNT	Fortinet, Inc.	Technology	$392K	0.2%	2,195	-66%
76	—	AMERICAN CENTY ETF TR - AVAN US SMAL ETF	—	$386K	0.1%	5,584	+0.4%
77	$TXG	10x Genomics, Inc.	Healthcare	$378K	0.1%	4,185	-53%
78	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$374K	0.1%	6,088	+0.6%
79	$META	Meta Platforms, Inc.	Technology	$374K	0.1%	516	—
80	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$365K	0.1%	11K	+4%
81	—	TEMA ETF TRUST - US MANUFACTURING	—	$363K	0.1%	6,819	—
82	$GOOGL	Alphabet Inc.	Technology	$354K	0.1%	1,030	-75%
83	$SO	SOUTHERN CO	Utilities	$351K	0.1%	4,230	—
84	$PSN	PARSONS CORP	Technology	$348K	0.1%	8,500	—
85	$NDSN	NORDSON CORP	Industrials	$341K	0.1%	1,040	+0.2%
86	$MCD	MCDONALDS CORP	Consumer Discretionary	$337K	0.1%	1,460	—
87	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	Financials	$329K	0.1%	1,929	—
88	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$327K	0.1%	442	-7%
89	—	ISHARES TR - EXPND TEC SC ETF	—	$327K	0.1%	1,935	—
90	—	GLOBAL X FDS - S&P 500 CATHOLIC	—	$315K	0.1%	3,477	+0.2%
91	$JPM	JPMORGAN CHASE & CO	Financials	$315K	0.1%	951	+5%
92	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$310K	0.1%	5,811	+47%
93	—	ISHARES TR - RUS 1000 ETF	—	$298K	0.1%	716	—
94	$NVDA PUT	NVIDIA CORP	Technology	$297K	—	1,300	New
95	$GGG	GRACO INC	Industrials	$295K	0.1%	3,843	+0.2%
96	—	ISHARES INC - CORE MSCI EMKT	—	$265K	0.1%	3,262	—
97	—	AMERICAN CENTY ETF TR - US EQT ETF	—	$253K	0.1%	1,971	+0.1%
98	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$241K	0.1%	1,114	New
99	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$240K	0.1%	2,550	New
100	—	NORTHERN LTS FD TR IV - INSPIRE INTL ETF	—	$239K	0.1%	6,176	+1%
101	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$236K	0.1%	1,399	New
102	—	ISHARES TR - US HLTHCARE ETF	—	$233K	0.1%	3,253	+0.2%
103	$ABT	ABBOTT LABORATORIES	Healthcare	$231K	0.1%	2,339	—
104	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$230K	0.1%	1,176	—
105	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP E	—	$227K	0.1%	6,266	+0.2%
106	$MRK	Merck & Co., Inc.	Healthcare	$224K	0.1%	1,543	New
107	$WT	WisdomTree, Inc.	Financials	$222K	0.1%	2,285	—
108	$DTM	DT Midstream, Inc.	Energy	$216K	0.1%	1,810	—
109	$PKG	PACKAGING CORP OF AMERICA	Materials	$210K	0.1%	916	—
110	$ETN	Eaton Corp plc	Industrials	$210K	0.1%	488	—
111	$PEP	PEPSICO INC	Consumer Staples	$206K	0.1%	1,625	New
112	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$205K	0.1%	3,093	+0.4%
113	$AVGO	Broadcom Inc.	Technology	$205K	0.1%	584	-10%
114	$DNP	DNP SELECT INCOME FUND INC	Other	$106K	0.0%	11K	—

What changed in Q3 2026

Against the previous quarter's 13F: 10 new, 54 added to, 25 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$6.1M
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$2.5M
first bought this quarter
AMERICAN CENTY ETF TR - AVAN U S QUA ETF$593K
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1$448K
first bought this quarter
$NVDAPUTNVIDIA CORP$297K
first bought this quarter
VANGUARD INDEX FDS - MRNGSTR VAL ETF$241K
first bought this quarter

+4 more in the Excel export

Added to (54)

DIMENSIONAL ETF TRUST - US EQUI MARK ETF+12%
now $23.5M
DIMENSIONAL ETF TRUST - INTL CORE EQUITY+20%
now $7.5M
DIMENSIONAL ETF TRUST - US LARG VALU ETF+16%
now $7.8M
SPDR SERIES TRUST - ST SHOR CORP ETF+28%
now $3.3M
DIMENSIONAL ETF TRUST - US SMALL CAP ETF+6%
now $11.2M
AMERICAN CENTY ETF TR - INTL EQT ETF+49%
now $1.7M

+48 more in the Excel export

Trimmed (25)

$SYYSYSCO CORP-10%
now $28.9M · held 11+ qtrs
$AAPLApple Inc.-22%
now $4.0M · held 11+ qtrs, 2 trims in a row
$GOOGLAlphabet Inc.-75%
now $354K · held 11+ qtrs, 2 trims in a row
$FTNTFortinet, Inc.-66%
now $392K · held 11+ qtrs
$AMZNAMAZON COM INC-31%
now $1.4M · held 11+ qtrs
$MSFTMICROSOFT CORP-13%
now $3.5M · held 11+ qtrs, 3 trims in a row

+19 more in the Excel export

Sold out (10)

DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $6.2M
DIMENSIONAL ETF TRUST - US COR EQU 1 ETFwas $444K
ISHARES TR - FUTU AI TECH ETFwas $306K
$TSLATesla, Inc.was $305K
$ORCLORACLE CORPwas $292K
DBX ETF TR - XTRA ART INT ETFwas $261K

+4 more in the Excel export

Firm AUM (Form ADV): $628.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F GEM Asset Management, LLC has filed, 15 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow GEM Asset Management?

Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GEM Asset Management's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+1.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GEM Asset Management, LLC disclosed 114 positions worth $251.6M in its Form 13F-HR for Q3 2026 — $251.3M in common stock plus $296,894 of put/call option positions (reported at underlying notional value, not premium at risk), led by $SYY (SYSCO CORP) at 11.5% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 10. The portfolio is most concentrated in Other (76.8% of disclosed assets). All figures are sourced directly from GEM Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1963319.

Funds like this

managers whose biggest positions overlap GEM Asset Management's

OLD REPUBLIC INTERNATIONAL CORP$2.24B 13F book · 3 shared top holdingsSYYSOMCD FIRST HORIZON NATIONAL CORP$2.62B 13F book · 4 shared top holdingsFTNTSOMCDAMGN Rayburn West Financial Services LLC$181.42M 13F book · 3 shared top holdingsSYYMCDAMGN Acorn Wealth Advisors, LLC$407.06M 13F book · 5 shared top holdingsMDYDTBFTNTSO Financial Advisory Corp$783.98M 13F book · 3 shared top holdingsMDYDTBHBAN Harbour Trust & Investment Management Co$1.04B 13F book · 4 shared top holdingsMDYSYYMCDMRSH

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: GEM Asset Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For GEM Asset Management, LLC (SEC CIK: 1963319), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in GEM Asset Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.