Gemmer Asset Management LLC

All 13F Filings

Location
Walnut Creek, CA
Most recent 13F
Q4 2025
Holdings value ($000)
1,298,738
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/23/2026 169 1,298,738 13F-HR Gemmer Asset Management LLC
Q3 2025 10/15/2025 169 1,240,723 13F-HR Gemmer Asset Management LLC
Q2 2025 7/22/2025 165 1,126,946 13F-HR Gemmer Asset Management LLC
Q1 2014 5/23/2014 1,463 140,101 13F-HR Gemmer Asset Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 616.7 K 47.5% 37.53 K 0 37.53 K
ETFs 623.3 K 48.0% 18.38 K 0 18.38 K
Debt 58.74 K 4.5% 2.105 K 0 2.105 K
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Fund Snapshot

Q4 2025
Latest filed
1/23/2026
Total value ($000)
1,298,738
Holdings
169
QoQ value change ($000)
58,015 (4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.