CMC Financial Group
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 50,981
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 38 | 50,981 | 13F-HR | CMC Financial Group |
| Q4 2025 | 1/26/2026 | 34 | 56,037 | 13F-HR | CMC Financial Group |
| Q3 2025 | 12/1/2025 | 35 | 54,013 | 13F-HR | CMC Financial Group |
| Q2 2025 | 8/13/2025 | 27 | 43,785 | 13F-HR | CMC Financial Group |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.628 K
(3.2% of total reported value)
· QoQ Δ:
+1.628 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.47 K | 45.5% | 0 | 27.55 K | -27.55 K |
| ETFs | 26.13 K | 52.9% | 20.11 K | 0 | 20.11 K |
| Debt | 756 | 1.5% | 756 | 0 | 756 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
50,981
Holdings
38
QoQ value change ($000)
-5,056
(-9.0%)
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.