CMC Financial Group
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 56,037
- 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 | 1/26/2026 | 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.02 K | 89.3% | 1.456 K | 0 | 1.456 K |
| ETFs | 6.019 K | 10.7% | 568 | 0 | 568 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
56,037
Holdings
34
QoQ value change ($000)
2,024
(3.7%)
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.