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Manager record

Gem Investment Advisors, LLC

Teaneck, NJ · CIK 1580018 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$163.11MReported 13F valueQ2 2026 · as filed
36Holdings listed
+60.4%vs prior quartervalue change includes market moves
3Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $105.5M$105.5MQ4 202532 holdingsQ1 2026: $101.7M$101.7MQ1 202635 holdingsQ2 2026: $163.1M$163.1MQ2 202636 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$163.11M · 36 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$101.68M · 35 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q4 2025

$105.50M · 32 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology