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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 27 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MP MP MATERIALS CORP COM CL A Basic Materials 70.0 $3K 0.00% NEW $48.26 +26.2%
522 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 91.0 $3K 0.00% NEW $37.02 +3.2%
523 VPU VANGUARD UTILITIES ETF 17.0 $3K 0.00% NEW $198.12 -2.1%
524 LEG LEGGETT & PLATT INC COM Consumer Cyclical 336.0 $3K 0.00% NEW $9.88 +11.2%
525 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 193.0 $3K 0.00% NEW $17.07 -19.2%
526 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 249.0 $3K 0.00% NEW $12.33 +2.8%
527 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 59.0 $3K 0.00% NEW $51.05 +13.7%
528 BLOCK INC CL A 50.0 $3K 0.00% NEW $60.18
529 FTV FORTIVE CORP COM Technology 54.0 $3K 0.00% NEW $55.28 +10.4%
530 RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 52.0 $3K 0.00% NEW $57.13 +9.5%
531 AQWA GLOBAL X CLEAN WATER ETF 153.0 $3K 0.00% NEW $18.98 +0.9%
532 JOBY JOBY AVIATION INC COMMON STOCK Industrials 350.0 $3K 0.00% NEW $8.26 +21.1%
533 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 10.0 $3K 0.00% NEW $275.20 +13.6%
534 XLB MATERIALS SELECT SECTOR SPDR 54.0 $3K 0.00% NEW $49.96 +3.7%
535 PENG PENGUIN SOLUTIONS INC COM Technology 150.0 $3K 0.00% NEW $17.60 +281.5%
536 NOW SERVICENOW INC COM Technology 25.0 $3K 0.00% NEW $104.56 -9.1%
537 ORC ORCHID IS CAP INC COM NEW Real Estate 370.0 $3K 0.00% NEW $7.03 -4.7%
538 VNQ VANGUARD REIT INDEX ETF 29.0 $3K 0.00% NEW $88.69 +7.7%
539 NEO NEOGENOMICS INC COM NEW Healthcare 345.0 $3K 0.00% NEW $7.42 +50.0%
540 TWLO TWILIO INC CL A Communication Services 20.0 $3K 0.00% NEW $125.80 +48.0%
Page 27 of 36  ·  701 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%