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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 8 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LPLA LPL FINL HLDGS INC Financial Services 1,568.0 $564K 0.14% -212.0 -11.9% $359.83 -20.0%
142 IEF ISHARES TR 5,847.0 $563K 0.14% -125.0 -2.1% $96.30 -2.6%
143 MET METLIFE INC Financial Services 7,068.0 $561K 0.14% -493.0 -6.5% $79.41 +6.2%
144 MRK MERCK & CO INC Healthcare 5,059.0 $559K 0.14% -1K -17.0% $110.53 +4.8%
145 NCNO NCINO INC Technology 21,732.0 $556K 0.14% -10K -31.0% $25.60 -38.2%
146 FSS FEDERAL SIGNAL CORP Industrials 4,772.0 $556K 0.14% -250.0 -5.0% $116.57 -4.2%
147 PSTG PURE STORAGE INC Technology 8,273.0 $554K 0.13% -3K -26.6% $66.98 +25.1%
148 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14,783.0 $553K 0.13% -796.0 -5.1% $37.44 +0.6%
149 ACIW ACI WORLDWIDE INC Technology 11,661.0 $545K 0.13% -611.0 -5.0% $46.77 -9.1%
150 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 19,776.0 $544K 0.13% -2K -7.1% $27.50 +34.8%
151 ADSK AUTODESK INC Technology 1,957.0 $540K 0.13% -39.0 -1.9% $276.02 -13.0%
152 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,399.0 $536K 0.13% -266.0 -10.0% $223.38 -32.8%
153 MOD MODINE MFG CO Consumer Cyclical 4,268.0 $534K 0.13% -232.0 -5.2% $125.14 +99.9%
154 ICLR ICON PLC Healthcare 2,921.0 $530K 0.13% -477.0 -14.0% $181.38 -35.7%
155 MORN MORNINGSTAR INC Financial Services 2,434.0 $528K 0.13% -728.0 -23.0% $216.84 -20.0%
156 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,048.0 $528K 0.13% -375.0 -11.0% $173.14 +20.0%
157 BCPC BALCHEM CORP Basic Materials 3,224.0 $517K 0.12% -233.0 -6.7% $160.27 +0.9%
158 YETI YETI HLDGS INC Consumer Cyclical 10,401.0 $513K 0.12% -1K -9.6% $49.34 -9.5%
159 STIP ISHARES TR 4,992.0 $512K 0.12% -186.0 -3.6% $102.49 +0.8%
160 GILD GILEAD SCIENCES INC Healthcare 4,208.0 $510K 0.12% -466.0 -10.0% $121.10 +7.8%
Page 8 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%