Professional Financial Management reports $98M in holdings

Professional Financial Management, Inc. has recently submitted its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the company manages a total of approximately $98,227,895 in assets. This report is crucial as it provides insights into the firm's investment strategy and the types of securities it favors.

Professional Financial Management, Inc. is based in Appleton, Wisconsin, and operates under the Central Index Key (CIK) number 0002130270. The company is categorized as an 'other' entity type and is not publicly traded, meaning it does not have a ticker symbol or exchange listing. The firm focuses on investment management, which is reflected in its recent filings, including the 13F-HR and N-PX forms.

The latest filing, accession number 0002130270-26-000005, indicates that the firm reported a total of 22 securities in its portfolio. The report highlights various investments, including notable holdings in funds such as BlackRock MunisAssets Fund Inc. and Cambria ETF Trust. These investments are indicative of the company's strategy to diversify its portfolio across different asset classes.

According to the filing, the total value of the holdings is approximately $98 million, with individual securities showing varying levels of investment. For instance, the firm holds 84,138 shares of BlackRock MunisAssets Fund Inc., valued at $803,518. Other significant investments include Cambria ETF Trust, where the firm holds 98,353 shares valued at $4,681,603.

This filing may impact various stakeholders, including investors, analysts, and competitors within the investment management industry. By revealing its holdings, Professional Financial Management provides transparency and insight into its investment decisions, which can influence market perceptions and strategies among peers.

Looking ahead, the filing does not specify any upcoming actions or events related to these holdings. However, the firm may continue to adjust its portfolio based on market conditions and investment opportunities.