Gem Asset Management, LLC - Q12026 Holdings

Gem Asset Management, LLC holds 107 stocks with a total portfolio value of $ 226.63M as of Q12026. In Q12026, Gem Asset Management, LLC added 6 new positions, increased stakes in 48 stocks, reduced 33 holdings, and fully exited 6 positions. The largest holding is Sysco Corp (SYY), representing 13.00% of the total portfolio.