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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $3.0B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 848 New
Page 36 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,023.0 $306K 0.01% NEW $30.55 +59.0%
702 OLN OLIN CORP Basic Materials 12,202.0 $305K 0.01% NEW $24.99 +9.1%
703 PCTY PAYLOCITY HLDG CORP Technology 1,897.0 $302K 0.01% NEW $159.27 -29.4%
704 WPC WP CAREY INC Real Estate 4,461.0 $301K 0.01% NEW $67.57 +9.4%
705 XLI SELECT SECTOR SPDR TR 1,948.0 $300K 0.01% NEW $154.23 +10.3%
706 U UNITY SOFTWARE INC Technology 7,470.0 $299K 0.01% NEW $40.04 -32.2%
707 CYBERARK SOFTWARE LTD 618.0 $299K 0.01% NEW $483.15
708 IEX IDEX CORP Industrials 1,834.0 $299K 0.01% NEW $162.76 +27.9%
709 ESTC ELASTIC N V Technology 3,529.0 $298K 0.01% NEW $84.49 -36.9%
710 NVCR NOVOCURE LTD Healthcare 23,016.0 $297K 0.01% NEW $12.92 +38.4%
711 MAN MANPOWERGROUP INC WIS Industrials 7,838.0 $297K 0.01% NEW $37.90 -26.7%
712 GDDY GODADDY INC Technology 2,166.0 $296K 0.01% NEW $136.83 -34.0%
713 ITDF ISHARES TR 7,977.0 $293K 0.01% NEW $36.73 +10.3%
714 NATWEST GROUP PLC 20,567.0 $291K 0.01% NEW $14.15
715 ACGL ARCH CAP GROUP LTD Financial Services 3,201.0 $290K 0.01% NEW $90.73 +5.6%
716 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 3,918.0 $289K 0.01% NEW $73.70 -38.6%
717 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,619.0 $288K 0.01% NEW $177.93 -33.0%
718 LOPE GRAND CANYON ED INC Consumer Defensive 1,312.0 $288K 0.01% NEW $219.52 -26.7%
719 GRAL GRAIL INC Healthcare 4,864.0 $288K 0.01% NEW $59.13 +2.1%
720 LQDH ISHARES U S ETF TR 3,042.0 $285K 0.01% NEW $93.55 -0.3%
Page 36 of 43  ·  848 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 34.4%
Communication Services 23.4%
Financial Services 11.4%
Consumer Cyclical 10.1%
Healthcare 6.2%
Industrials 5.0%
Real Estate 2.9%
Consumer Defensive 2.9%
Energy 1.5%
Utilities 1.1%