SEC Form 13F · Q4 2025

Professional Financial Management, Inc.

Institutional Holdings Report

13F-HRWI
$88.2M
Portfolio Value
21
Holdings
Q4 2025
Reporting Period
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Filing Details

Manager
Professional Financial Management, Inc.
CIK
2130270
Accession No.
0002130270-26-000001
Location
APPLETON, WI
Form Type
13F-HR
Portfolio Value
$88.2M
Holdings Reported
21
Reporting Period
Q4 2025
Filed
May 12, 2026

About this Filing

Professional Financial Management, Inc. is an institutional investment manager based in APPLETON, WI reporting approximately $88.2M in 13(f) securities across 21 positions as of Q4 2025. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.