BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 3 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PHYL PGIM ETF TR 45,548.0 $1.6M 0.39% -3K -6.5% $35.63 -1.6%
42 JBBB JANUS DETROIT STR TR 33,402.0 $1.6M 0.39% -3K -8.0% $47.86 -1.0%
43 HLI HOULIHAN LOKEY INC Financial Services 8,761.0 $1.6M 0.39% -2K -15.6% $181.78 -16.6%
44 AON AON PLC Financial Services 4,522.0 $1.6M 0.38% -1K -18.2% $350.80 -7.6%
45 ZTS ZOETIS INC Healthcare 12,285.0 $1.6M 0.38% -3K -17.1% $127.17 -37.3%
46 ACN ACCENTURE PLC IRELAND Technology 5,425.0 $1.5M 0.37% -736.0 -11.9% $280.67 -36.6%
47 PEP PEPSICO INC Consumer Defensive 10,556.0 $1.5M 0.36% -2K -14.4% $139.91 +6.4%
48 MDT MEDTRONIC PLC Healthcare 15,101.0 $1.5M 0.36% -3K -17.3% $97.53 -19.9%
49 DIS DISNEY WALT CO Communication Services 12,343.0 $1.4M 0.35% -2K -12.5% $115.88 -10.6%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 8,716.0 $1.4M 0.34% -128.0 -1.4% $162.61 +16.0%
51 IDXX IDEXX LABS INC Healthcare 1,944.0 $1.4M 0.34% -278.0 -12.5% $713.35 -22.5%
52 IVV ISHARES TR 1,976.0 $1.4M 0.33% -26.0 -1.3% $697.05 +7.0%
53 CW CURTISS WRIGHT CORP Industrials 2,204.0 $1.3M 0.32% -544.0 -19.8% $605.11 +20.1%
54 CVX CHEVRON CORP NEW Energy 8,016.0 $1.3M 0.31% -310.0 -3.7% $162.11 +17.8%
55 JNJ JOHNSON & JOHNSON Healthcare 6,287.0 $1.3M 0.31% -387.0 -5.8% $204.38 +13.4%
56 BAC BANK AMERICA CORP Financial Services 21,550.0 $1.2M 0.29% -3K -13.4% $55.85 -7.8%
57 AMAT APPLIED MATLS INC Technology 3,891.0 $1.2M 0.28% -2K -38.6% $301.14 +41.9%
58 CVS CVS HEALTH CORP Healthcare 14,493.0 $1.2M 0.28% -1K -7.4% $80.30 +16.2%
59 STRL STERLING INFRASTRUCTURE INC Industrials 3,733.0 $1.2M 0.28% -1K -24.3% $308.13 +144.1%
60 ABT ABBOTT LABS Healthcare 8,895.0 $1.1M 0.27% -7K -43.1% $125.92 -30.3%
Page 3 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%