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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 2,048.0 $293K 0.18% NEW $143.15 +8.4%
42 BTU PEABODY ENGR CORP Energy 12,666.0 $293K 0.18% NEW $23.12 +25.1%
43 QQQ INVESCO QQQ TR Financial Services 381.0 $280K 0.17% NEW $735.46 -2.6%
44 DELL DELL TECHNOLOGIES INC Technology 634.0 $274K 0.17% NEW $431.46 +5.7%
45 ABT ABBOTT LABORATORIES Healthcare 2,878.0 $261K 0.16% NEW $90.74 +24.0%
46 AMZN AMAZON COM INC Consumer Cyclical 1,058.0 $252K 0.15% NEW $238.35 +11.8%
47 VTI VANGUARD INDEX FDS 676.0 $250K 0.15% NEW $370.00 +2.5%
48 HONEYWELL INTL INC 1,089.0 $244K 0.15% NEW $223.90
49 HONEYWELL AEROSPACE INC 1,089.0 $241K 0.15% NEW $221.08
50 KO COCA COLA CO Consumer Defensive 2,900.0 $236K 0.14% NEW $81.27 +10.3%
51 NVTS NAVITAS SEMICONDUCTOR CORP Technology 12,848.0 $230K 0.14% NEW $17.92 -35.9%
52 AM ANTERO MIDSTREAM CORP Energy 9,033.0 $206K 0.13% NEW $22.75 -2.0%
53 TDOC TELADOC HEALTH INC Healthcare 12,000.0 $102K 0.06% NEW $8.48 -23.3%
54 MDXG MIMEDX GROUP INC Healthcare 20,600.0 $79K 0.05% NEW $3.85 +16.9%
55 NXDR NEXTDOOR HOLDINGS INC Communication Services 10,000.0 $23K 0.01% NEW $2.27 +0.0%
Page 3 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%