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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 13 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 YETI YETI HLDGS INC Consumer Cyclical 11,507.0 $382K 0.09% NEW $33.18 +34.6%
242 BUYW NORTHERN LTS FD TR IV 26,615.0 $378K 0.09% NEW $14.21 +1.4%
243 TMO THERMO FISHER SCIENTIFIC INC Healthcare 779.0 $378K 0.09% NEW $485.10 -6.9%
244 FTSM FIRST TR EXCHANGE-TRADED FD 6,240.0 $374K 0.09% NEW $59.91 -0.0%
245 UNP UNION PAC CORP Industrials 1,572.0 $372K 0.08% NEW $236.37 +12.5%
246 WEC WEC ENERGY GROUP INC Utilities 3,241.0 $371K 0.08% NEW $114.59 -3.4%
247 VEA VANGUARD TAX-MANAGED FDS 6,126.0 $367K 0.08% NEW $59.92 +18.0%
248 BN BROOKFIELD CORP Financial Services 5,310.0 $364K 0.08% NEW $68.58 -33.7%
249 ALGN ALIGN TECHNOLOGY INC Healthcare 2,900.0 $363K 0.08% NEW $125.22 +30.2%
250 AEP AMERICAN ELEC PWR CO INC Utilities 3,149.0 $354K 0.08% NEW $112.50 +15.2%
251 APD AIR PRODS & CHEMS INC Basic Materials 1,294.0 $353K 0.08% NEW $272.72 +6.4%
252 VXUS VANGUARD STAR FDS 4,783.0 $351K 0.08% NEW $73.46 +15.1%
253 IWB ISHARES TR 953.0 $348K 0.08% NEW $365.49 +10.8%
254 USB US BANCORP DEL Financial Services 7,192.0 $348K 0.08% NEW $48.33 +12.8%
255 WM WASTE MGMT INC DEL Industrials 1,565.0 $346K 0.08% NEW $220.81 -0.6%
256 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 990.0 $342K 0.08% NEW $345.45 -26.5%
257 TXN TEXAS INSTRS INC Technology 1,823.0 $335K 0.08% NEW $183.73 +65.9%
258 RSP INVESCO EXCHANGE TRADED FD T 1,740.0 $330K 0.07% NEW $189.68 +7.9%
259 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,647.0 $321K 0.07% NEW $56.87 -44.3%
260 UPS UNITED PARCEL SERVICE INC Industrials 3,774.0 $315K 0.07% NEW $83.53 +18.4%
Page 13 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%