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CIK: 0001835206
Total reported value
$162.7M
$162.7M
55 檔
58.1%
According to the latest 13F quarterly dataset, Gimbal Financial managed an equity portfolio of $162.7M at the end of Q3 2025, spanning 55 distinct U.S. exchange-listed positions.
In Q3 2025, Gimbal Financial displayed an active expansion posture, initiating 22 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.90% | +2.68% | +0.96% | |
| 2 | ICLN | Ishares Global Clean Energy | ETF-Other | 10.56% | -10.56% | EXIT | |
| 3 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 10.20% | -8.07% | +1.78% | |
| 4 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 10.12% | -10.12% | EXIT | |
| 5 | IYC | Ishares US Consumer Discreti | ETF-Other | 9.98% | -9.98% | EXIT | |
| 6 | IDV | Ishares International Select | ETF-Other | 9.25% | -9.25% | EXIT | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.46% | +3.65% | -17.87% | |
| 8 | FALN | Ishares Fallen Angels ETF | ETF-Other | 5.07% | -5.07% | EXIT | |
| 9 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.12% | -3.12% | EXIT | |
| 10 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.96% | -2.96% | EXIT | |
| 11 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 1.74% | -1.27% | -2.93% | |
| 12 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.63% | -1.23% | -1.47% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.42% | +8.07% | |
| 14 | PTEU | Pacer Trendpilot European Et | ETF-Other | 0.97% | -0.78% | -7.58% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.03% | +12.97% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | +0.38% | -0.02% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +17.13% | — | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | — | +13.07% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.08% | -5.72% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.51% | -0.07% | -0.20% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | +3.06% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.09% | +7.53% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.04% | +5.17% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.43% | -0.43% | EXIT | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.11% | +1.29% | |
| 26 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.32% | +0.03% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.01% | -1.27% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | -0.02% | -5.99% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.28% | -0.28% | EXIT | |
| 30 | CLMT | Calumet Inc | Stock-Other | 0.27% | +0.27% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.24% | — | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.03% | -0.93% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.07% | +1.72% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | +0.03% | — | |
| 35 | BTU | Peabody Energy CORP | Stock-Energy | 0.20% | -0.02% | +0.45% | |
| 36 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.19% | +0.09% | +40.70% | |
| 37 | CGGO | Cap Group Global Growth | ETF-Other | 0.18% | -0.18% | EXIT | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.18% | — | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | +0.03% | +7.67% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.17% | +0.01% | +0.27% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.17% | +0.02% | — | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | +0.04% | +0.20% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | +0.03% | — | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.17% | -0.17% | EXIT | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | -0.16% | EXIT | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.16% | -0.16% | EXIT | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.01% | -36.87% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.14% | +9.13% | +6.60% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | +0.04% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.02% | +0.30% |
According to official SEC Form 13F filings, Gimbal Financial reported a total U.S. public equity portfolio value of $162.7M across 55 disclosed positions in Q3 2025.
During Q3 2025, Gimbal Financial's top holdings by market value included IVV (15.9%)、ICLN (10.6%)、RPG (10.2%). The largest single position, IVV, represented 15.9% 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 terms of portfolio concentration, the top 5 core holdings (including IVV, ICLN, RPG) accounted for 58.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ICLN
市值: $17.6M
Top Position Liquidated / Trimmed
IAU
前期市值: $17.6M
In Q3 2025, Gimbal Financial made 47 total portfolio adjustments, initiating 22 new buys, adding to 10 positions, trimming 8 holdings, and fully liquidating 7 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.
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