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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 24 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BLACKROCK ETF TRUST 48.0 $2K 0.00% NEW $31.79
462 SYSB ISHARES TR 17.0 $2K 0.00% NEW $88.76 -1.6%
463 NPO ENPRO INC Industrials 4.0 $2K 0.00% NEW $377.00 -20.7%
464 MYRG MYR GROUP INC Industrials 3.0 $2K 0.00% NEW $500.67 -41.2%
465 CARR CARRIER GLOBAL CORPORATION Industrials 20.0 $1K 0.00% NEW $73.35 -19.9%
466 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 17.0 $1K 0.00% NEW $86.12 +17.2%
467 VSH VISHAY INTERTECHNOLOGY INC Technology 27.0 $1K 0.00% NEW $53.81 -43.2%
468 VZ VERIZON COMMUNICATIONS INC Communication Services 34.0 $1K 0.00% NEW $42.35 +18.3%
469 THRO BLACKROCK ETF TRUST 33.0 $1K 0.00% NEW $43.12 +1.7%
470 MXL MAXLINEAR INC Technology 11.0 $1K 0.00% NEW $128.09 -51.8%
471 ESE ESCO TECHNOLOGIES INC Technology 4.0 $1K 0.00% NEW $350.25 -20.9%
472 TEAM ATLASSIAN CORPORATION Technology 18.0 $1K 0.00% NEW $77.83 +144.6%
473 CORT CORCEPT THERAPEUTICS INC Healthcare 16.0 $1K 0.00% NEW $87.00 +30.9%
474 EMN EASTMAN CHEM CO Basic Materials 20.0 $1K 0.00% NEW $67.00 +9.0%
475 HIGHLANDER SILVER CORP 282.0 $1K 0.00% NEW $4.66
476 RITM RITHM CAPITAL CORP Real Estate 139.0 $1K 0.00% NEW $9.40 +7.3%
477 TRNO TERRENO RLTY CORP Real Estate 20.0 $1K 0.00% NEW $64.80 +2.8%
478 GKOS GLAUKOS CORP Healthcare 9.0 $1K 0.00% NEW $139.78 +28.7%
479 ZONE CLEANCORE SOLUTIONS INC Industrials 1,500.0 $1K 0.00% NEW $0.82 -81.5%
480 CVCO CAVCO INDS INC DEL Consumer Cyclical 2.0 $1K 0.00% NEW $614.50 -7.5%
Page 24 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%