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Portfolio (Quarterly) Guide ↗

Gibbs Wealth Management

· CIK 0002081110
13F Portfolio $413M AUM 325 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 50 Added 227 Reduced 25 Exited
Page 10 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GLDM WORLD GOLD TR Financial Services 4,486.0 $400K 0.10% -7K -61.6% $89.23 +0.7%
182 SCHW SCHWAB CHARLES CORP Financial Services 3,939.0 $395K 0.10% -328.0 -7.7% $100.17 -10.0%
183 PFE PFIZER INC Healthcare 15,394.0 $392K 0.10% -632.0 -3.9% $25.48 +1.8%
184 USB US BANCORP DEL Financial Services 7,066.0 $390K 0.09% -126.0 -1.8% $55.21 -1.3%
185 ALLE ALLEGION PLC Industrials 2,380.0 $387K 0.09% -283.0 -10.6% $162.69 -19.7%
186 NU NU HLDGS LTD Financial Services 21,707.0 $379K 0.09% -4K -14.1% $17.46 -24.6%
187 EXPO EXPONENT INC Industrials 5,055.0 $377K 0.09% -631.0 -11.1% $74.58 -23.5%
188 MNDY MONDAY COM LTD Technology 2,499.0 $370K 0.09% -479.0 -16.1% $148.03 -48.5%
189 CYBERARK SOFTWARE LTD 803.0 $367K 0.09% -29.0 -3.5% $456.73
190 FIX COMFORT SYS USA INC Industrials 360.0 $364K 0.09% -232.0 -39.2% $1010.44 +81.5%
191 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 3,235.0 $354K 0.09% -78.0 -2.4% $109.30 -1.2%
192 VEA VANGUARD TAX-MANAGED FDS 5,465.0 $353K 0.09% -661.0 -10.8% $64.53 +9.6%
193 BSY BENTLEY SYS INC Technology 8,746.0 $351K 0.09% -3K -23.7% $40.13 -16.9%
194 OLED UNIVERSAL DISPLAY CORP Technology 2,773.0 $349K 0.08% -397.0 -12.5% $125.78 -27.2%
195 AEP AMERICAN ELEC PWR CO INC Utilities 2,910.0 $340K 0.08% -239.0 -7.6% $116.91 +10.9%
196 VT VANGUARD INTL EQUITY INDEX F 2,330.0 $337K 0.08% -2K -40.1% $144.59 +7.3%
197 TXN TEXAS INSTRS INC Technology 1,754.0 $334K 0.08% -69.0 -3.8% $190.31 +60.2%
198 MDLZ MONDELEZ INTL INC Consumer Defensive 6,059.0 $334K 0.08% -216.0 -3.4% $55.09 +11.6%
199 TDC TERADATA CORP DEL Technology 10,401.0 $330K 0.08% -739.0 -6.6% $31.76 +4.2%
200 APH AMPHENOL CORP NEW Technology 2,340.0 $328K 0.08% -140.0 -5.7% $140.16 -10.9%
Page 10 of 12  ·  227 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 28.9%
Financial Services 15.7%
Healthcare 14.0%
Industrials 11.9%
Consumer Cyclical 10.7%
Communication Services 7.2%
Consumer Defensive 3.4%
Basic Materials 2.9%
Energy 2.7%
Utilities 1.8%