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GEM INVESTMENT ADVISORS, LLC 13F portfolio summary

GEM INVESTMENT ADVISORS, LLC of GEM INVESTMENT ADVISORS, LLC has 32 current stock holdings with a reported portfolio value of $101.7M. The portfolio 1 year return is -1.25%. Top holdings include GTX (18.27%), CEF (8.85%), ABSI (6.44%), CF (6.42%), TRC (5.77%).

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GEM INVESTMENT ADVISORS, LLC

GEM INVESTMENT ADVISORS, LLC
Latest filing: 2026-03-31

GEM INVESTMENT ADVISORS, LLC runs GEM INVESTMENT ADVISORS, LLC and currently holds 32 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.68M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GEM INVESTMENT ADVISORS, LLC ranks #991 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GEM INVESTMENT ADVISORS, LLC's portfolio at GEM INVESTMENT ADVISORS, LLC has delivered returns of -1.25%. Their 3-year annualized return is -1.25%. Looking at the 5-year horizon, GEM INVESTMENT ADVISORS, LLC has achieved -1.25% annualized returns at GEM INVESTMENT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
-1.25%
#987/1000
3 Year
-1.25%
#992/1000
5 Year
-1.25%
#988/1000

Portfolio Value

$101.68M

Alpha Score

-1.2

#991 of 1000

Holdings

32

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change