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Portfolio (Quarterly) Guide ↗

GERBER, LLC

· CIK 0002014164
13F Portfolio $213M AUM 96 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 96 New
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WOR WORTHINGTON ENTERPRISES INC Industrials 32,108.0 $1.7M 0.81% NEW $53.76 +5.5%
22 QTUM ETF SER SOLUTIONS 9,837.0 $1.6M 0.77% NEW $165.39 -12.6%
23 MSFT MICROSOFT CORP Technology 4,273.0 $1.6M 0.75% NEW $373.04 +34.3%
24 OSCV ETF SER SOLUTIONS 32,739.0 $1.4M 0.65% NEW $42.19 -2.1%
25 VTV VANGUARD INDEX FDS 6,200.0 $1.4M 0.64% NEW $217.92 +2.8%
26 IVV ISHARES TR 1,646.0 $1.2M 0.58% NEW $748.74 +2.2%
27 IJH ISHARES TR 15,780.0 $1.2M 0.57% NEW $77.11 -3.3%
28 BERKSHIRE HATHAWAY INC DEL 1,971.0 $986K 0.46% NEW $500.39
29 FORTINET INC 6,400.0 $983K 0.46% NEW $153.61
30 TSLA TESLA INC Consumer Cyclical 2,302.0 $968K 0.46% NEW $420.62 -15.3%
31 ATCL REX ETF TR 36,854.0 $915K 0.43% NEW $24.82 -1.3%
32 ABBV ABBVIE INC Healthcare 3,626.0 $913K 0.43% NEW $251.67 +3.3%
33 VXUS VANGUARD STAR FDS 10,302.0 $881K 0.41% NEW $85.49 +1.4%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,134.0 $847K 0.40% NEW $746.66 +2.0%
35 MO ALTRIA GROUP INC Consumer Defensive 11,298.0 $813K 0.38% NEW $71.95 -3.3%
36 SOXX ISHARES TR 1,267.0 $812K 0.38% NEW $640.79 -21.9%
37 WS WORTHINGTON STL INC Basic Materials 24,108.0 $810K 0.38% NEW $33.58 +1.3%
38 GOOG ALPHABET INC 2,165.0 $765K 0.36% NEW $353.30
39 VLO VALERO ENERGY CORP Energy 2,692.0 $701K 0.33% NEW $260.44 +39.0%
40 AMZN AMAZON COM INC Consumer Cyclical 2,927.0 $698K 0.33% NEW $238.36 +6.9%
Page 2 of 5  ·  96 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
Financial Services 42.9%
Technology 35.8%
Industrials 5.1%
Healthcare 3.7%
Consumer Cyclical 3.5%
Energy 2.4%
Basic Materials 2.0%
Communication Services 1.7%
Consumer Defensive 1.7%
Utilities 0.7%