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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 19 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IVE ISHARES S&P 500 VALUE ETF 23.0 $5K 0.00% NEW $211.13 +7.2%
362 TLT ISHARES 20 YR TREASURY ETF 56.0 $5K 0.00% NEW $86.70 +0.1%
363 WD WALKER & DUNLOP INC COM Financial Services 109.0 $5K 0.00% NEW $44.38 +17.1%
364 CHE CHEMED CORP NEW COM Healthcare 12.0 $5K 0.00% NEW $380.33 +14.7%
365 FLS FLOWSERVE CORP COM Industrials 61.0 $4K 0.00% NEW $73.51 +11.1%
366 BBAI BIGBEAR AI HLDGS INC COM Technology 1,270.0 $4K 0.00% NEW $3.52 +11.4%
367 SNAP SNAP INC CL A Communication Services 957.0 $4K 0.00% NEW $4.60 +1.3%
368 VDE VANGUARD ENERGY 25.0 $4K 0.00% NEW $173.04 -12.3%
369 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1.0 $4K 0.00% NEW $4210.00 -95.9%
370 CMB.TECH NV SHS 318.0 $4K 0.00% NEW $12.65
371 ITB ISHARES DOW JONES US HOME CONST (ETF) 44.0 $4K 0.00% NEW $90.55 +9.6%
372 IDXX IDEXX LABS INC COM Healthcare 7.0 $4K 0.00% NEW $561.86 +0.0%
373 BLV VANGUARD LONG-TERM BOND ETF 56.0 $4K 0.00% NEW $68.79 +0.4%
374 VAW VANGUARD MATERIALS ETF 17.0 $4K 0.00% NEW $225.35 +3.9%
375 VST VISTRA CORP COM Utilities 25.0 $4K 0.00% NEW $150.76 +8.6%
376 TYL TYLER TECHNOLOGIES INC COM Technology 11.0 $4K 0.00% NEW $342.36 -18.5%
377 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 15.0 $4K 0.00% NEW $250.67 +30.8%
378 BBIO BRIDGEBIO PHARMA INC COM Healthcare 50.0 $4K 0.00% NEW $74.26 -10.8%
379 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 264.0 $4K 0.00% NEW $14.04 +52.1%
380 TAN INVESCO SOLAR ETF 65.0 $4K 0.00% NEW $55.71 +8.7%
Page 19 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%