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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $413M AUM 325 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 50 Added 227 Reduced 25 Exited
Page 13 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WM WASTE MGMT INC DEL Industrials 1,712.0 $378K 0.09% +147.0 +9.4% $220.97 -0.6%
242 EXPO EXPONENT INC Industrials 5,055.0 $377K 0.09% -631.0 -11.1% $74.58 -23.5%
243 UNP UNION PAC CORP Industrials 1,646.0 $376K 0.09% +74.0 +4.7% $228.44 +16.4%
244 MNDY MONDAY COM LTD Technology 2,499.0 $370K 0.09% -479.0 -16.1% $148.03 -48.5%
245 CYBERARK SOFTWARE LTD 803.0 $367K 0.09% -29.0 -3.5% $456.73
246 FIX COMFORT SYS USA INC Industrials 360.0 $364K 0.09% -232.0 -39.2% $1010.44 +81.5%
247 IWB ISHARES TR 953.0 $363K 0.09% $380.59 +6.4%
248 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 3,235.0 $354K 0.09% -78.0 -2.4% $109.30 -1.2%
249 VEA VANGUARD TAX-MANAGED FDS 5,465.0 $353K 0.09% -661.0 -10.8% $64.53 +9.6%
250 BSY BENTLEY SYS INC Technology 8,746.0 $351K 0.09% -3K -23.7% $40.13 -16.9%
251 OLED UNIVERSAL DISPLAY CORP Technology 2,773.0 $349K 0.08% -397.0 -12.5% $125.78 -27.2%
252 RSP INVESCO EXCHANGE TRADED FD T 1,740.0 $344K 0.08% $197.63 +3.6%
253 AEP AMERICAN ELEC PWR CO INC Utilities 2,910.0 $340K 0.08% -239.0 -7.6% $116.91 +10.9%
254 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,048.0 $339K 0.08% +106.0 +11.2% $323.63 +24.1%
255 HGER HARBOR ETF TRUST 13,325.0 $338K 0.08% NEW $25.37 +26.9%
256 VT VANGUARD INTL EQUITY INDEX F 2,330.0 $337K 0.08% -2K -40.1% $144.59 +7.3%
257 IVW ISHARES TR 2,691.0 $335K 0.08% +218.0 +8.8% $124.66 +9.6%
258 TXN TEXAS INSTRS INC Technology 1,754.0 $334K 0.08% -69.0 -3.8% $190.31 +60.2%
259 MDLZ MONDELEZ INTL INC Consumer Defensive 6,059.0 $334K 0.08% -216.0 -3.4% $55.09 +11.6%
260 BN BROOKFIELD CORP Financial Services 6,966.0 $332K 0.08% +2K +31.2% $47.66 -4.7%
Page 13 of 17  ·  324 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 28.9%
Financial Services 15.7%
Healthcare 14.0%
Industrials 11.9%
Consumer Cyclical 10.7%
Communication Services 7.2%
Consumer Defensive 3.4%
Basic Materials 2.9%
Energy 2.7%
Utilities 1.8%