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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 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPRT COPART INC Industrials 227,300.0 $6.4M 0.98% +11K +5.0% $28.19 +19.9%
42 TXN TEXAS INSTRS INC Technology 19,776.0 $5.9M 0.91% $298.07 -11.3%
43 ADBE ADOBE INC Technology 28,564.0 $5.9M 0.90% +2K +5.8% $205.02 +34.3%
44 TSLA TESLA INC Consumer Cyclical 13,731.0 $5.8M 0.89% +198.0 +1.5% $420.59 -13.7%
45 KKR KKR & CO INC 62,269.0 $5.7M 0.88% NEW $91.78
46 GRMN GARMIN LTD Technology 23,765.0 $5.6M 0.87% $237.54 +24.1%
47 TSN TYSON FOODS INC Consumer Defensive 96,328.0 $5.5M 0.85% $57.25 +2.1%
48 LEIDOS HOLDINGS INC 48,693.0 $5.0M 0.77% +5K +11.1% $102.97
49 VHT VANGUARD WORLD FD 16,395.0 $4.9M 0.75% +300.0 +1.9% $299.01 +9.6%
50 STZ CONSTELLATION BRANDS INC Consumer Defensive 34,585.0 $4.8M 0.74% +1K +3.0% $139.09 -2.5%
51 EMR EMERSON ELEC CO Industrials 31,894.0 $4.6M 0.70% $143.15 +9.8%
52 DFSV DIMENSIONAL ETF TRUST 117,560.0 $4.6M 0.70% +9K +8.4% $38.79 +3.9%
53 DFAS DIMENSIONAL ETF TRUST 54,145.0 $4.5M 0.69% +21K +65.2% $82.34 +0.8%
54 FANG DIAMONDBACK ENERGY INC Energy 22,268.0 $3.9M 0.60% -1K -6.2% $175.78 +19.9%
55 PGR PROGRESSIVE CORP Financial Services 17,655.0 $3.9M 0.59% $218.45 +0.4%
56 WMB WILLIAMS COS INC Energy 51,481.0 $3.8M 0.59% +370.0 +0.7% $74.34 -5.2%
57 NVDA PUT NVIDIA CORPORATION Technology 19,100.0 $3.8M 0.59% +100.0 +0.5% $200.09 +7.3%
58 VAW VANGUARD WORLD FD 15,517.0 $3.6M 0.55% -700.0 -4.3% $228.79 +4.7%
59 VTV VANGUARD INDEX FDS 15,958.0 $3.5M 0.54% -992.0 -5.8% $217.93 +3.9%
60 VEU VANGUARD INTL EQUITY INDEX F 41,485.0 $3.5M 0.53% $83.75 +2.3%
Page 3 of 7  ·  125 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%