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Portfolio (Quarterly) Guide ↗

Gibraltar Capital Management, Inc.

· CIK 0001625986
13F Portfolio $650M AUM 125 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 56 Added 25 Reduced 6 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 82,387.0 $6.8M 1.05% +2K +2.3% $82.64 +1.5%
22 CPRT COPART INC Industrials 227,300.0 $6.4M 0.98% +11K +5.0% $28.19 +19.9%
23 ADBE ADOBE INC Technology 28,564.0 $5.9M 0.90% +2K +5.8% $205.02 +34.3%
24 TSLA TESLA INC Consumer Cyclical 13,731.0 $5.8M 0.89% +198.0 +1.5% $420.59 -13.7%
25 LEIDOS HOLDINGS INC 48,693.0 $5.0M 0.77% +5K +11.1% $102.97
26 VHT VANGUARD WORLD FD 16,395.0 $4.9M 0.75% +300.0 +1.9% $299.01 +9.6%
27 STZ CONSTELLATION BRANDS INC Consumer Defensive 34,585.0 $4.8M 0.74% +1K +3.0% $139.09 -2.5%
28 DFSV DIMENSIONAL ETF TRUST 117,560.0 $4.6M 0.70% +9K +8.4% $38.79 +3.9%
29 DFAS DIMENSIONAL ETF TRUST 54,145.0 $4.5M 0.69% +21K +65.2% $82.34 +0.8%
30 WMB WILLIAMS COS INC Energy 51,481.0 $3.8M 0.59% +370.0 +0.7% $74.34 -5.2%
31 NVDA PUT NVIDIA CORPORATION Technology 19,100.0 $3.8M 0.59% +100.0 +0.5% $200.09 +7.3%
32 AVUV AMERICAN CENTY ETF TR 26,790.0 $3.3M 0.51% +2K +9.3% $124.76 +1.4%
33 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 95,676.0 $3.3M 0.50% +3K +3.5% $34.00 +8.5%
34 ACN ACCENTURE PLC IRELAND Technology 24,008.0 $3.0M 0.46% +2K +7.7% $124.44 +48.9%
35 VOE VANGUARD INDEX FDS 9,019.0 $1.8M 0.27% +50.0 +0.6% $197.60 +5.6%
36 TYL TYLER TECHNOLOGIES INC Technology 5,040.0 $1.5M 0.23% +150.0 +3.1% $292.46 +19.9%
37 VGIT VANGUARD SCOTTSDALE FDS 24,116.0 $1.4M 0.22% +2K +9.2% $58.98 -1.1%
38 VGSH VANGUARD SCOTTSDALE FDS 24,022.0 $1.4M 0.21% +2K +9.4% $58.20 -0.1%
39 JPM JPMORGAN CHASE & CO Financial Services 4,046.0 $1.3M 0.20% +164.0 +4.2% $327.29 +7.4%
40 AMZN AMAZON COM INC Consumer Cyclical 5,151.0 $1.2M 0.19% +288.0 +5.9% $238.36 +8.5%
Page 2 of 3  ·  56 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
Technology 38.4%
Financial Services 14.2%
Energy 10.2%
Consumer Defensive 10.1%
Healthcare 9.6%
Industrials 8.9%
Consumer Cyclical 7.9%
Communication Services 0.4%
Basic Materials 0.2%