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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 16 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TDC TERADATA CORP DEL Technology 11,140.0 $240K 0.05% NEW $21.51 +53.9%
302 STE STERIS PLC Healthcare 966.0 $239K 0.05% NEW $247.44 -12.7%
303 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,547.0 $238K 0.05% NEW $93.25 +1.3%
304 APP APPLOVIN CORP Technology 324.0 $233K 0.05% NEW $718.54 -32.4%
305 ACIO ETF SER SOLUTIONS 5,360.0 $233K 0.05% NEW $43.43 +6.8%
306 HALO HALOZYME THERAPEUTICS INC Healthcare 3,108.0 $228K 0.05% NEW $73.34 -6.6%
307 WWD WOODWARD INC Industrials 892.0 $225K 0.05% NEW $252.71 +41.0%
308 FAST FASTENAL CO Industrials 4,551.0 $223K 0.05% NEW $49.04 -11.2%
309 EXPD EXPEDITORS INTL WASH INC Industrials 1,807.0 $222K 0.05% NEW $122.60 +28.2%
310 RKLB ROCKET LAB CORP Industrials 4,609.0 $221K 0.05% NEW $47.91 +180.3%
311 GIS GENERAL MLS INC Consumer Defensive 4,363.0 $220K 0.05% NEW $50.42 -33.6%
312 POWI POWER INTEGRATIONS INC Technology 5,470.0 $220K 0.05% NEW $40.21 +71.9%
313 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,570.0 $219K 0.05% NEW $139.19 -11.0%
314 PODD INSULET CORP Healthcare 703.0 $217K 0.05% NEW $308.73 -49.3%
315 ICICI BANK LIMITED 7,092.0 $214K 0.05% NEW $30.23
316 TTE TOTALENERGIES SE Energy 3,574.0 $213K 0.05% NEW $59.69 +55.0%
317 CELH CELSIUS HLDGS INC Consumer Defensive 3,678.0 $211K 0.05% NEW $57.49 -48.3%
318 TFLO ISHARES TR 4,158.0 $210K 0.05% NEW $50.59 +0.0%
319 DUBS ETF SER SOLUTIONS 5,755.0 $210K 0.05% NEW $36.55 +13.5%
320 MINT PIMCO ETF TR 2,087.0 $210K 0.05% NEW $100.69 -0.1%
Page 16 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%