13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001835206
Total reported value
$162.7M
$162.7M
40 檔
50.0%
As reported in its official Q1 2025 Form 13F filing, Gimbal Financial's tracked investment portfolio stood at $162.7M with 40 total positions.
During Q1 2025, Gimbal Financial's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, IAU, IVV) accounted for 50.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 16.44% | +9.13% | +2.31% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 15.88% | — | +69.15% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.27% | +2.68% | -31.33% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 13.41% | +3.65% | -38.85% | |
| 5 | SLV | Ishares Silver Trust | ETF-Commodities | 12.40% | — | — | |
| 6 | IYF | Ishares US Financials ETF | ETF-Other | 4.11% | — | — | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 3.71% | -1.23% | +14.08% | |
| 8 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 3.38% | -1.27% | +9.59% | |
| 9 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 2.59% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.42% | +1.04% | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.38% | -5.30% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.83% | -0.03% | -6.49% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.08% | +0.57% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.62% | -0.07% | — | |
| 15 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.59% | +0.24% | NEW | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | — | +0.08% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.04% | +0.61% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.01% | +0.49% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.02% | +0.07% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.11% | -6.45% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.42% | -0.28% | EXIT | |
| 22 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.41% | +0.03% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.01% | -1.14% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.09% | -0.77% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.07% | -4.62% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.03% | -17.75% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | +0.03% | — | |
| 28 | CGGO | Cap Group Global Growth | ETF-Other | 0.29% | -0.18% | EXIT | |
| 29 | CLMT | Calumet Inc | Stock-Other | 0.28% | +0.27% | -9.24% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | +0.04% | -1.50% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.27% | -0.16% | EXIT | |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.27% | +0.09% | -94.91% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.26% | -0.13% | EXIT | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | +0.03% | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.22% | +0.02% | — | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | +0.01% | +0.09% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | -0.16% | EXIT | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.20% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 40 | BTU | Peabody Energy CORP | Stock-Energy | 0.15% | -0.02% | +0.60% |
According to official SEC Form 13F filings, Gimbal Financial reported a total U.S. public equity portfolio value of $162.7M across 40 disclosed positions in Q1 2025.
During Q1 2025, Gimbal Financial's top holdings by market value included DGRO (16.4%)、IAU (15.9%)、IVV (15.3%). The largest single position, DGRO, represented 16.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, Gimbal Financial made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.