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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 18 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AEP AMERICAN ELEC PWR CO INC COM Utilities 50.0 $7K 0.00% NEW $131.08 -2.6%
342 FAST FASTENAL CO Industrials 140.0 $6K 0.00% NEW $46.40 -1.1%
343 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 78.0 $6K 0.00% NEW $81.97 +1.6%
344 UAL UNITED CONTL HLDGS INC Industrials 69.0 $6K 0.00% NEW $92.07 +28.5%
345 HEI HEICO CORP NEW COM Industrials 22.0 $6K 0.00% NEW $274.18 +22.9%
346 JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL 200.0 $6K 0.00% NEW $29.07 +2.7%
347 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 179.0 $6K 0.00% NEW $32.41 -2.6%
348 CNK CINEMARK HLDGS INC COM Communication Services 200.0 $6K 0.00% NEW $28.52 +18.4%
349 UFCS UNITED FIRE GROUP INC COM Financial Services 153.0 $6K 0.00% NEW $37.06 +30.3%
350 TEAM ATLASSIAN CORPORATION CL A Technology 80.0 $5K 0.00% NEW $68.25 +21.2%
351 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 116.0 $5K 0.00% NEW $46.36 +7.4%
352 XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 29.0 $5K 0.00% NEW $180.86 -15.2%
353 NEWSMAX INC COM SHS CLASS B 1,000.0 $5K 0.00% NEW $5.22
354 TWO HARBORS INVENTMENT CORPOR COM 454.0 $5K 0.00% NEW $11.42
355 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 15.0 $5K 0.00% NEW $345.13 -14.6%
356 VLTO VERALTO CORP COM SHS Industrials 56.0 $5K 0.00% NEW $88.43 -5.0%
357 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 51.0 $5K 0.00% NEW $96.47 +6.3%
358 F FORD MOTOR COMPANY Consumer Cyclical 424.0 $5K 0.00% NEW $11.55 +21.7%
359 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 70.0 $5K 0.00% NEW $69.90 +11.3%
360 FSK FS KKR CAP CORP COM Financial Services 480.0 $5K 0.00% NEW $10.18 +0.9%
Page 18 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%