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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LRCX LAM RESEARCH CORP Technology 1,050.0 $455K 0.07% +36.0 +3.5% $433.40 -27.5%
102 BNDX VANGUARD CHARLOTTE FDS 8,324.0 $403K 0.06% -1K -14.5% $48.43 -1.6%
103 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,800.0 $397K 0.06% NEW $45.11 +18.5%
104 CVX CHEVRON CORPORATION Energy 2,381.0 $395K 0.06% $165.76 +23.8%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 2,512.0 $390K 0.06% +18.0 +0.7% $155.13 +39.3%
106 VTP VANGUARD MALVERN FDS 4,869.0 $373K 0.06% -160.0 -3.2% $76.65 -1.7%
107 GOOGL ALPHABET INC Communication Services 1,024.0 $366K 0.06% +244.0 +31.3% $357.22 -3.5%
108 VWO VANGUARD INTL EQUITY INDEX F 5,455.0 $326K 0.05% -155.0 -2.8% $59.69 +1.3%
109 PEP PEPSICO INC Consumer Defensive 2,253.0 $305K 0.05% +104.0 +4.8% $135.40 +6.0%
110 VYM VANGUARD WHITEHALL FDS 1,911.0 $302K 0.05% $158.03 +4.4%
111 BIV VANGUARD BD INDEX FDS 3,830.0 $294K 0.04% $76.70 -1.7%
112 ORCL ORACLE CORP Technology 1,966.0 $288K 0.04% +396.0 +25.2% $146.56 -0.1%
113 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,625.0 $267K 0.04% $40.23 +17.4%
114 MCD MCDONALDS CORP Consumer Cyclical 983.0 $266K 0.04% +22.0 +2.3% $270.32 +0.2%
115 EPD ENTERPRISE PRODS PARTNERS L 6,945.0 $255K 0.04% $36.76
116 AVGO BROADCOM INC Technology 673.0 $254K 0.04% NEW $377.65 -2.4%
117 EME EMCOR GROUP INC Industrials 299.0 $248K 0.04% -10K -97.2% $829.42 -6.4%
118 CBSH COMMERCE BANCSHARES INC Financial Services 4,208.0 $243K 0.04% $57.75 +1.1%
119 AAON AAON INC Industrials 1,888.0 $240K 0.04% NEW $126.86 -37.4%
120 KO COCA COLA CO Consumer Defensive 2,936.0 $239K 0.04% +50.0 +1.7% $81.28 +12.1%
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 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%