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Portfolio (Quarterly) Guide ↗

GatePass Capital, LLC

· CIK 0002087399
13F Portfolio $263M AUM 189 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 3 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOO VANGUARD INDEX FDS 2,323.0 $1.6M 0.60% NEW $686.76 +2.9%
42 MINO PIMCO ETF TR 34,177.0 $1.6M 0.59% NEW $45.76 -2.2%
43 MEC MAYVILLE ENGR CO INC Industrials 40,000.0 $1.5M 0.57% NEW $37.46 -36.4%
44 IVV ISHARES TR 1,994.0 $1.5M 0.57% NEW $748.76 +3.2%
45 MIN MFS INTER INCOME TR Financial Services 601,200.0 $1.5M 0.56% NEW $2.47 +0.2%
46 IVE ISHARES TR 6,510.0 $1.5M 0.56% NEW $227.06 +4.4%
47 BERKSHIRE HATHAWAY INC DEL 2,722.0 $1.4M 0.52% NEW $500.44
48 GOOGL ALPHABET INC Communication Services 3,793.0 $1.4M 0.51% NEW $357.38 -4.2%
49 IJR ISHARES TR 9,086.0 $1.3M 0.51% NEW $148.31 +0.3%
50 BIL SPDR SERIES TRUST 14,450.0 $1.3M 0.50% NEW $91.64 -0.1%
51 AVGO BROADCOM INC Technology 3,427.0 $1.3M 0.49% NEW $377.77 +1.0%
52 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 79,000.0 $1.3M 0.49% NEW $16.28 +4.1%
53 SPMO INVESCO EXCH TRADED FD TR II 7,914.0 $1.3M 0.48% NEW $161.54 -6.0%
54 RF REGIONS FINANCIAL CORP NEW Financial Services 42,328.0 $1.3M 0.48% NEW $30.20 +5.0%
55 WHIRLPOOL CORP 35,400.0 $1.2M 0.47% NEW $35.12
56 STIP ISHARES TR 12,151.0 $1.2M 0.47% NEW $102.16 -1.4%
57 RRGB RED ROBIN GOURMET BURGERS IN Consumer Cyclical 148,000.0 $1.2M 0.45% NEW $7.99 +30.2%
58 VGSH VANGUARD SCOTTSDALE FDS 20,000.0 $1.2M 0.44% NEW $58.20 -0.1%
59 VUSB VANGUARD BD INDEX FDS 23,000.0 $1.1M 0.43% NEW $49.78 -0.1%
60 GOOG ALPHABET INC Communication Services 3,211.0 $1.1M 0.43% NEW $353.33 -3.8%
Page 3 of 10  ·  189 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
Financial Services 53.6%
Technology 23.6%
Industrials 10.5%
Consumer Cyclical 3.0%
Consumer Defensive 2.7%
Healthcare 2.1%
Communication Services 2.0%
Real Estate 1.0%
Energy 1.0%
Utilities 0.3%