Professional Financial Management, Inc.
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 98,228
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 22 | 98,228 | 13F-HR | Professional Financial Management, Inc. |
| Q2 2026 | 7/15/2026 | 24 | 98,602 | 13F-HR | Professional Financial Management, Inc. |
| Q1 2026 | 5/12/2026 | 23 | 96,058 | 13F-HR | Professional Financial Management, Inc. |
| Q4 2025 | 5/12/2026 | 21 | 88,195 | 13F-HR | Professional Financial Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.42 K | 13.0% | 0 | 6.276 K | -6.276 K |
| ETFs | 82.83 K | 87.0% | 5.985 K | 0 | 5.985 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
98,228
Holdings
22
QoQ value change ($000)
-374
(-0.4%)
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.