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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 12 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 REGN REGENERON PHARMACEUTICALS Healthcare 541.0 $431K 0.10% +9.0 +1.7% $796.60 -18.4%
222 NDSN NORDSON CORP Industrials 1,643.0 $429K 0.10% -221.0 -11.9% $261.25 +9.8%
223 CEG CONSTELLATION ENERGY CORP Utilities 1,239.0 $424K 0.10% $342.55 -16.6%
224 T AT&T INC Communication Services 17,189.0 $412K 0.10% -4K -17.0% $23.99 +3.9%
225 VO VANGUARD INDEX FDS 1,373.0 $410K 0.10% $298.66 -74.1%
226 PG PROCTER AND GAMBLE CO Consumer Defensive 2,883.0 $409K 0.10% -759.0 -20.8% $141.89 +0.4%
227 TMAT NORTHERN LTS FD TR IV 16,288.0 $407K 0.10% -4K -20.4% $25.01 +12.8%
228 IBM INTERNATIONAL BUSINESS MACHS Technology 1,335.0 $406K 0.10% -19.0 -1.4% $304.22 -16.8%
229 UPS UNITED PARCEL SERVICE INC Industrials 3,724.0 $402K 0.10% -50.0 -1.3% $108.06 -8.5%
230 GLDM WORLD GOLD TR Financial Services 4,486.0 $400K 0.10% -7K -61.6% $89.23 +0.7%
231 BUYW NORTHERN LTS FD TR IV 27,887.0 $399K 0.10% +1K +4.8% $14.32 +0.6%
232 AZTA AZENTA INC Healthcare 10,517.0 $399K 0.10% NEW $37.92 -48.5%
233 VXUS VANGUARD STAR FDS 5,085.0 $396K 0.10% +302.0 +6.3% $77.83 +8.7%
234 SCHW SCHWAB CHARLES CORP Financial Services 3,939.0 $395K 0.10% -328.0 -7.7% $100.17 -10.0%
235 PFE PFIZER INC Healthcare 15,394.0 $392K 0.10% -632.0 -3.9% $25.48 +1.8%
236 RKLB ROCKET LAB CORP Industrials 4,616.0 $392K 0.10% $84.85 +58.3%
237 USB US BANCORP DEL Financial Services 7,066.0 $390K 0.09% -126.0 -1.8% $55.21 -1.3%
238 ALLE ALLEGION PLC Industrials 2,380.0 $387K 0.09% -283.0 -10.6% $162.69 -19.7%
239 SUB ISHARES TR 3,582.0 $383K 0.09% $106.96 -0.7%
240 NU NU HLDGS LTD Financial Services 21,707.0 $379K 0.09% -4K -14.1% $17.46 -24.6%
Page 12 of 17  ·  324 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%