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Portfolio (Quarterly) Guide ↗

Gibraltar Capital Management, Inc.

· CIK 0001625986
13F Portfolio $588M AUM 115 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OKE ONEOK INC NEW Energy 5,050.0 $371K 0.06% NEW $73.50 +15.7%
102 VWO VANGUARD INTL EQUITY INDEX F 6,277.0 $337K 0.06% NEW $53.76 +13.0%
103 MCD MCDONALDS CORP Consumer Cyclical 1,044.0 $319K 0.05% NEW $305.63 -8.8%
104 PLTR PALANTIR TECHNOLOGIES INC Technology 1,740.0 $309K 0.05% NEW $177.73 -27.7%
105 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,625.0 $303K 0.05% NEW $45.80 -5.5%
106 SPY SPDR S&P 500 ETF TR Financial Services 426.0 $290K 0.05% NEW $681.90 +9.5%
107 GOOGL ALPHABET INC Communication Services 914.0 $286K 0.05% NEW $312.96 +17.6%
108 VYM VANGUARD WHITEHALL FDS 1,911.0 $274K 0.05% NEW $143.52 +10.2%
109 DINO HF SINCLAIR CORP Energy 5,448.0 $251K 0.04% NEW $46.08 +40.0%
110 CDE COEUR MNG INC Basic Materials 13,812.0 $246K 0.04% NEW $17.83 -1.8%
111 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,356.0 $232K 0.04% NEW $17.35 -2.8%
112 SCHB SCHWAB STRATEGIC TR 8,661.0 $227K 0.04% NEW $26.23 +10.4%
113 EPD ENTERPRISE PRODS PARTNERS L Energy 6,945.0 $223K 0.04% NEW $32.06 +14.2%
114 CBSH COMMERCE BANCSHARES INC Financial Services 4,208.0 $220K 0.04% NEW $52.34 +4.6%
115 PAAS PAN AMERN SILVER CORP Basic Materials 3,905.0 $202K 0.03% NEW $51.81 -5.4%
Page 6 of 6  ·  115 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 30.2%
Financial Services 14.3%
Industrials 11.3%
Consumer Defensive 10.4%
Healthcare 9.7%
Energy 9.5%
Consumer Cyclical 7.8%
Communication Services 6.7%
Basic Materials 0.3%