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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 5 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENB ENBRIDGE INC Energy 23,766.0 $1.2M 0.27% NEW $50.46 +14.5%
82 TDY TELEDYNE TECHNOLOGIES INC Technology 2,044.0 $1.2M 0.27% NEW $586.04 +4.8%
83 CVS CVS HEALTH CORP Healthcare 15,646.0 $1.2M 0.27% NEW $75.39 +23.8%
84 BIZD VANECK ETF TRUST 75,746.0 $1.1M 0.26% NEW $14.94 -16.2%
85 IDCC INTERDIGITAL INC Technology 3,263.0 $1.1M 0.26% NEW $345.24 -22.6%
86 LGND LIGAND PHARMACEUTICALS INC Healthcare 6,342.0 $1.1M 0.25% NEW $177.14 +25.4%
87 ASTRAZENECA PLC 14,444.0 $1.1M 0.25% NEW $76.72
88 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 8,621.0 $1.1M 0.25% NEW $128.40 -35.3%
89 CVLT COMMVAULT SYS INC Technology 5,727.0 $1.1M 0.24% NEW $188.78 -43.8%
90 QCOM QUALCOMM INC Technology 6,493.0 $1.1M 0.24% NEW $166.36 +21.7%
91 SNPS SYNOPSYS INC Technology 2,165.0 $1.1M 0.24% NEW $493.39 +1.1%
92 MCD MCDONALDS CORP Consumer Cyclical 3,471.0 $1.1M 0.24% NEW $303.89 -6.5%
93 CASY CASEYS GEN STORES INC Consumer Cyclical 1,863.0 $1.1M 0.24% NEW $565.37 +45.9%
94 COP CONOCOPHILLIPS Energy 11,133.0 $1.1M 0.24% NEW $94.59 +27.4%
95 BSX BOSTON SCIENTIFIC CORP Healthcare 10,750.0 $1.0M 0.24% NEW $97.63 -41.5%
96 ASML ASML HOLDING N V Technology 1,080.0 $1.0M 0.24% NEW $968.09 +64.4%
97 AME AMETEK INC Industrials 5,505.0 $1.0M 0.23% NEW $188.01 +18.7%
98 BDX BECTON DICKINSON & CO Healthcare 5,502.0 $1.0M 0.23% NEW $187.16 -21.9%
99 MPWR MONOLITHIC PWR SYS INC Technology 1,104.0 $1.0M 0.23% NEW $920.67 +69.6%
100 ABNB AIRBNB INC Consumer Cyclical 8,312.0 $1.0M 0.23% NEW $121.42 +10.6%
Page 5 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%