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Portfolio (Quarterly) Guide ↗

GILL CAPITAL PARTNERS, LLC

· CIK 0000729563
13F Portfolio $348M AUM 701 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 563 New 36 Added 40 Reduced
Page 14 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CINF CINCINNATI FINL CORP COM Financial Services 105.0 $17K 0.01% NEW $157.35 +8.2%
262 AUR AURORA INNOVATION INC CLASS A COM Technology 4,006.0 $17K 0.01% NEW $4.12 +52.4%
263 SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Utilities 837.0 $16K 0.01% NEW $19.69 -15.9%
264 TJX TJX COS INC NEW COM Consumer Cyclical 103.0 $16K 0.01% NEW $159.70 +2.6%
265 SPLV POWERSHARES SP500 LOW VOLATILITY ETF 222.0 $16K 0.01% NEW $73.20 -0.2%
266 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW Financial Services 2,376.0 $16K 0.01% NEW $6.74 -3.6%
267 OXY OCCIDENTAL PETE CORP COM Energy 245.0 $16K 0.01% NEW $65.00 -20.3%
268 APA APA CORPORATION COM Energy 367.0 $16K 0.00% NEW $42.44 -22.2%
269 AGNC AGNC INVT CORP COM Real Estate 1,550.0 $16K 0.00% NEW $10.03 +3.5%
270 SCHC SCHWAB INTL SMALL CAP ETF 331.0 $15K 0.00% NEW $46.74 +5.6%
271 ESGE ISHARES ESG AWARE MSCI EM ETF 325.0 $15K 0.00% NEW $45.47 +24.4%
272 AMGN AMGEN INC Healthcare 42.0 $15K 0.00% NEW $351.86 -4.1%
273 LPX LOUISIANA PAC CORP COM Basic Materials 200.0 $15K 0.00% NEW $72.75 +6.6%
274 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 88.0 $14K 0.00% NEW $162.48 -15.3%
275 EFG ISHARES MSCI EAFE GROWTH INDEX ETF 128.0 $14K 0.00% NEW $111.37 +12.3%
276 FSLR FIRST SOLAR INC COM Energy 72.0 $14K 0.00% NEW $197.26 +30.6%
277 BNL BROADSTONE NET LEASE INC COM Real Estate 776.0 $14K 0.00% NEW $18.27 +12.6%
278 NVS NOVARTIS AG ADR Healthcare 92.0 $14K 0.00% NEW $152.75 -3.7%
279 WM WASTE MANAGEMENT INC Industrials 61.0 $14K 0.00% NEW $229.79 -6.6%
280 PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 320.0 $14K 0.00% NEW $43.37 +6.3%
Page 14 of 29  ·  563 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 38.8%
Technology 20.8%
Consumer Defensive 17.6%
Communication Services 5.2%
Consumer Cyclical 4.7%
Energy 4.6%
Healthcare 2.9%
Industrials 2.8%
Real Estate 1.2%
Basic Materials 0.8%