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Portfolio (Quarterly) Guide ↗

GILPIN WEALTH MANAGEMENT, LLC

· CIK 0002058144
13F Portfolio $145M AUM 1,064 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1064 New
Page 54 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TIC TIC SOLUTIONS INC Industrials 1.0 $9.0 NEW $9.00 +6.2%
1062 CAN CANAAN INC Technology 30.0 $9.0 NEW $0.30 +26.7%
1063 SMARTBIRD INC 1.0 $4.0 NEW $4.00
1064 SKYE BIOSCIENCE INC 4.0 $3.0 NEW $0.75
Page 54 of 54  ·  1,064 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 34.5%
Financial Services 17.5%
Industrials 14.3%
Healthcare 8.5%
Communication Services 7.3%
Consumer Cyclical 7.2%
Energy 6.7%
Consumer Defensive 2.2%
Utilities 1.0%
Basic Materials 0.5%