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Portfolio (Quarterly) Guide ↗

Gibraltar Capital Management, Inc.

· CIK 0001625986
13F Portfolio $581M AUM 126 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 41 Added 38 Reduced
Page 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTP VANGUARD MALVERN FDS 5,029.0 $383K 0.07% NEW $76.06 +0.7%
102 LLY ELI LILLY & CO Healthcare 397.0 $365K 0.06% -23.0 -5.5% $918.84 +19.6%
103 DINO HF SINCLAIR CORP Energy 5,448.0 $340K 0.06% $62.39 +3.4%
104 PEP PEPSICO INC Consumer Defensive 2,149.0 $334K 0.06% NEW $155.29 -8.5%
105 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,625.0 $316K 0.05% $47.72 -9.3%
106 VWO VANGUARD INTL EQUITY INDEX F 5,610.0 $303K 0.05% -667.0 -10.6% $54.05 +12.4%
107 MCD MCDONALDS CORP Consumer Cyclical 961.0 $299K 0.05% -83.0 -8.0% $310.80 -10.4%
108 BIV VANGUARD BD INDEX FDS 3,830.0 $296K 0.05% -1K -27.9% $77.18 -0.8%
109 VYM VANGUARD WHITEHALL FDS 1,911.0 $283K 0.05% $148.10 +6.8%
110 EPD ENTERPRISE PRODS PARTNERS L Energy 6,945.0 $263K 0.04% $37.84 -3.3%
111 VENU HLDG CORP 79,000.0 $261K 0.04% +5K +6.8% $3.31
112 CDE COEUR MNG INC Basic Materials 13,812.0 $259K 0.04% $18.77 -6.7%
113 PLTR PALANTIR TECHNOLOGIES INC Technology 1,644.0 $240K 0.04% -96.0 -5.5% $146.24 -12.1%
114 SPY STATE STR SPDR S&P 500 ETF T Financial Services 363.0 $236K 0.04% -63.0 -14.8% $649.53 +15.0%
115 ORCL ORACLE CORP Technology 1,570.0 $231K 0.04% NEW $147.12 +25.3%
116 GOOGL ALPHABET INC Communication Services 780.0 $224K 0.04% -134.0 -14.7% $287.40 +28.1%
117 FDX FEDEX CORP Industrials 617.0 $220K 0.04% NEW $356.04 -8.4%
118 KO COCA COLA CO Consumer Defensive 2,886.0 $219K 0.04% NEW $76.06 +4.4%
119 SCHB SCHWAB STRATEGIC TR 8,661.0 $217K 0.04% $25.10 +15.4%
120 LRCX LAM RESEARCH CORP Technology 1,014.0 $217K 0.04% NEW $213.70 +82.1%
Page 6 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 31.2%
Financial Services 13.3%
Energy 12.6%
Industrials 11.5%
Consumer Defensive 10.6%
Healthcare 8.7%
Consumer Cyclical 7.0%
Communication Services 4.8%
Basic Materials 0.3%