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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 22 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FDIS FIDELITY COVINGTON TRUST 26.0 $3K 0.00% NEW $102.85 -0.5%
422 BEPC BROOKFIELD RENEWABLE CORP Utilities 70.0 $3K 0.00% NEW $37.13 -13.0%
423 BEN FRANKLIN RESOURCES INC Financial Services 77.0 $3K 0.00% NEW $33.27 +4.1%
424 NTR NUTRIEN LTD Basic Materials 40.0 $3K 0.00% NEW $62.95 +16.8%
425 MARB FIRST TR EXCH TRADED FD III 120.0 $2K 0.00% NEW $20.64 +2.2%
426 CL COLGATE PALMOLIVE CO Consumer Defensive 27.0 $2K 0.00% NEW $91.70 -1.0%
427 AIEQ AMPLIFY ETF TR 50.0 $2K 0.00% NEW $49.44 +2.5%
428 NTRA NATERA INC Healthcare 9.0 $2K 0.00% NEW $271.56 +20.1%
429 ZTS ZOETIS INC Healthcare 34.0 $2K 0.00% NEW $71.88 +7.6%
430 FDN FIRST TR EXCHANGE-TRADED FD 9.0 $2K 0.00% NEW $264.78 +11.2%
431 XLF SELECT SECTOR SPDR TR 44.0 $2K 0.00% NEW $53.61 +8.4%
432 EFG ISHARES TR 18.0 $2K 0.00% NEW $124.44 +0.5%
433 AVSC AMERICAN CENTY ETF TR 30.0 $2K 0.00% NEW $73.37 -0.3%
434 GM GENERAL MTRS CO Consumer Cyclical 27.0 $2K 0.00% NEW $77.11 +11.9%
435 LMT LOCKHEED MARTIN CORP Industrials 4.0 $2K 0.00% NEW $509.50 +10.7%
436 ETHA ISHARES ETHEREUM TR Financial Services 167.0 $2K 0.00% NEW $11.89 +54.5%
437 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 50.0 $2K 0.00% NEW $38.50 +0.3%
438 FORM FORMFACTOR INC Technology 12.0 $2K 0.00% NEW $160.00 -36.4%
439 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 37.0 $2K 0.00% NEW $51.62 +2.9%
440 ESI ELEMENT SOLUTIONS INC Basic Materials 39.0 $2K 0.00% NEW $47.77 -26.9%
Page 22 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%