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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $442M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 328 New
Page 10 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITGR INTEGER HLDGS CORP Healthcare 5,745.0 $594K 0.13% NEW $103.33 -12.9%
182 ROST ROSS STORES INC Consumer Cyclical 3,895.0 $594K 0.13% NEW $152.40 +39.6%
183 LPLA LPL FINL HLDGS INC Financial Services 1,780.0 $592K 0.13% NEW $332.70 -13.5%
184 BSY BENTLEY SYS INC Technology 11,466.0 $590K 0.13% NEW $51.48 -35.2%
185 T AT&T INC Communication Services 20,705.0 $585K 0.13% NEW $28.24 -11.7%
186 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,352.0 $584K 0.13% NEW $431.74 -26.7%
187 MNDY MONDAY COM LTD Technology 2,978.0 $577K 0.13% NEW $193.69 -60.6%
188 XHLF BONDBLOXX ETF TRUST 11,429.0 $576K 0.13% NEW $50.42 -0.3%
189 IEF ISHARES TR 5,972.0 $576K 0.13% NEW $96.46 -2.8%
190 HDB HDFC BANK LTD Financial Services 16,679.0 $570K 0.13% NEW $34.16 -27.9%
191 CNC CENTENE CORP DEL Healthcare 15,867.0 $566K 0.13% NEW $35.68 +61.9%
192 BOX BOX INC Technology 17,526.0 $566K 0.13% NEW $32.27 -21.3%
193 PG PROCTER AND GAMBLE CO Consumer Defensive 3,642.0 $560K 0.13% NEW $153.67 -7.3%
194 TMAT NORTHERN LTS FD TR IV 20,470.0 $554K 0.12% NEW $27.07 +4.3%
195 AUB ATLANTIC UN BANKSHARES CORP Financial Services 15,579.0 $550K 0.12% NEW $35.29 +6.7%
196 UFPT UFP TECHNOLOGIES INC Healthcare 2,726.0 $544K 0.12% NEW $199.60 +12.6%
197 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,036.0 $541K 0.12% NEW $67.31 +28.2%
198 AMD ADVANCED MICRO DEVICES INC Technology 3,325.0 $538K 0.12% NEW $161.79 +177.9%
199 VT VANGUARD INTL EQUITY INDEX F 3,889.0 $536K 0.12% NEW $137.80 +12.6%
200 CRM SALESFORCE INC Technology 2,261.0 $536K 0.12% NEW $237.01 -25.6%
Page 10 of 17  ·  328 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 15.7%
Healthcare 12.1%
Industrials 11.0%
Consumer Cyclical 9.6%
Communication Services 7.9%
Consumer Defensive 4.5%
Energy 2.8%
Basic Materials 2.4%
Utilities 1.9%