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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 14 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GE GE AEROSPACE Industrials 1,043.0 $314K 0.07% NEW $300.82 +0.3%
262 SPG SIMON PPTY GROUP INC NEW Real Estate 1,672.0 $314K 0.07% NEW $187.63 +8.8%
263 RSG REPUBLIC SVCS INC Industrials 1,367.0 $314K 0.07% NEW $229.48 -7.5%
264 LMT LOCKHEED MARTIN CORP Industrials 625.0 $312K 0.07% NEW $499.21 +4.7%
265 SO SOUTHERN CO Utilities 3,259.0 $309K 0.07% NEW $94.76 -1.2%
266 APH AMPHENOL CORP NEW Technology 2,480.0 $307K 0.07% NEW $123.75 +0.9%
267 REGN REGENERON PHARMACEUTICALS Healthcare 532.0 $299K 0.07% NEW $562.30 +15.6%
268 IVW ISHARES TR 2,473.0 $299K 0.07% NEW $120.72 +13.2%
269 IJH ISHARES TR 4,572.0 $298K 0.07% NEW $65.26 +11.7%
270 RSMV LISTED FDS TR 11,129.0 $296K 0.07% NEW $26.63 +8.6%
271 KNG FIRST TR EXCHANGE-TRADED FD 6,001.0 $296K 0.07% NEW $49.31 -1.7%
272 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 3,313.0 $295K 0.07% NEW $88.93 +21.4%
273 AXP AMERICAN EXPRESS CO Financial Services 879.0 $292K 0.07% NEW $332.16 -6.8%
274 XLI SELECT SECTOR SPDR TR 1,881.0 $290K 0.07% NEW $154.23 +10.6%
275 MEDP MEDPACE HLDGS INC Healthcare 561.0 $288K 0.07% NEW $514.16 -16.3%
276 ELF E L F BEAUTY INC Consumer Defensive 2,161.0 $286K 0.07% NEW $132.48 -59.9%
277 SLV ISHARES SILVER TR Financial Services 6,729.0 $285K 0.06% NEW $42.37 +63.9%
278 ONON ON HLDG AG Consumer Cyclical 6,713.0 $284K 0.06% NEW $42.35 -7.5%
279 BBAI BIGBEAR AI HLDGS INC Technology 42,632.0 $278K 0.06% NEW $6.52 -35.6%
280 FE FIRSTENERGY CORP Utilities 5,991.0 $274K 0.06% NEW $45.82 -0.7%
Page 14 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%