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Portfolio (Quarterly) Guide ↗

Gimbal Financial

· CIK 0001835206
13F Portfolio $163M AUM 59 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 55 New
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 2,290.0 $750K 0.46% NEW $327.39 +9.2%
22 CSCO CISCO SYS INC Technology 6,376.0 $749K 0.46% NEW $117.46 -6.4%
23 OEF ISHARES TR 1,943.0 $711K 0.44% NEW $365.96 +4.1%
24 PTLC PACER FDS TR 11,232.0 $654K 0.40% NEW $58.26 +2.9%
25 JPIN J P MORGAN EXCHANGE TRADED F 7,946.0 $575K 0.35% NEW $72.31 +6.6%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 662.0 $494K 0.30% NEW $746.69 +3.0%
27 VIG VANGUARD SPECIALIZED FUNDS 2,014.0 $476K 0.29% NEW $236.56 +2.8%
28 ONEQ FIDELITY COMWLTH TR 4,370.0 $451K 0.28% NEW $103.23 +0.8%
29 VO VANGUARD INDEX FDS 5,008.0 $403K 0.25% NEW $80.57 +2.4%
30 J P MORGAN EXCHANGE TRADED F 7,862.0 $398K 0.24% NEW $50.57
31 PTMC PACER FDS TR 9,322.0 $390K 0.24% NEW $41.83 -1.9%
32 AMGN AMGEN INC Healthcare 926.0 $335K 0.21% NEW $362.12 +19.4%
33 NVDA NVIDIA CORPORATION Technology 1,637.0 $328K 0.20% NEW $200.09 +8.7%
34 VTV VANGUARD INDEX FDS 1,500.0 $327K 0.20% NEW $217.93 +3.4%
35 RSP INVESCO EXCHANGE TRADED FD T 1,521.0 $324K 0.20% NEW $212.83 +3.7%
36 HD HOME DEPOT INC Consumer Cyclical 906.0 $320K 0.20% NEW $352.68 -6.4%
37 NVS NOVARTIS AG Healthcare 2,002.0 $314K 0.19% NEW $156.68 -1.8%
38 PTEU PACER FDS TR 9,253.0 $308K 0.19% NEW $33.31 +2.9%
39 IEMG ISHARES INC 3,590.0 $297K 0.18% NEW $82.84 -1.2%
40 MINT PIMCO ETF TR 2,920.0 $294K 0.18% NEW $100.81 -0.0%
Page 2 of 3  ·  55 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
Healthcare 58.2%
Technology 21.4%
Financial Services 6.4%
Consumer Defensive 4.5%
Communication Services 3.7%
Consumer Cyclical 2.4%
Energy 2.1%
Industrials 1.2%