Gideon Capital Advisors, Inc. 13F Filings & AI Analysis

CIK: 0001593921

Long-term holder

Total reported value

—

Reporting period: 2020-06-30 · Number of holdings: 1

Gideon Capital Advisors, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2020-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "G"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2020-06-30	1	—	0
2020-03-31	1	—	100
2019-12-31	250	$290.8M	100	1SCHW 2MU 3XYZ Top holdings2019-12-31 1.SCHW 2.MU 3.XYZ 4.GS 5.WFC 6.USB 7.IBM 8.SNPS 9.MSFT 10.CRM
2019-09-30	278	$305.8M	100	1SPY 2PSA 3UNP Top holdings2019-09-30 1.SPY 2.PSA 3.UNP 4.V 5.GPN 6.ROST 7.MCO 8.GS 9.SCHW 10.ATVIEUR
2019-06-30	254	$289.8M	100	1AEP 2CSCO 3O Top holdings2019-06-30 1.AEP 2.CSCO 3.O 4.AAPL 5.EXC 6.BBTUSD 7.MU 8.AMT 9.JPM 10.NOW
2019-03-31	352	$279.7M	100	1SPY 2AEP 3MSFT Top holdings2019-03-31 1.SPY 2.AEP 3.MSFT 4.DOC 5.WELL 6.TXN 7.PPL 8.XEL 9.AWK 10.MU
2018-12-31	357	$245.2M	100	1MSFT 2USB 3SO Top holdings2018-12-31 1.MSFT 2.USB 3.SO 4.TWTRUSD 5.XEL 6.MA 7.AEP 8.LNT 9.C 10.TSCO
2018-09-30	330	$212.4M	100	1PANW 2PNC 3PYPL Top holdings2018-09-30 1.PANW 2.PNC 3.PYPL 4.NEE 5.SPG 6.WFC 7.BAC 8.MMM 9.MS 10.NVDA
2018-06-30	349	$200.0M	100	1ETR 2MET 3NVDA Top holdings2018-06-30 1.ETR 2.MET 3.NVDA 4.CL 5.MSFT 6.SRE 7.D 8.MS 9.WDAY 10.GD
2018-03-31	324	$161.5M	100	1MU 2C 3JPM Top holdings2018-03-31 1.MU 2.C 3.JPM 4.ED 5.FRTEUR 6.ADSK 7.MCHP 8.UDR 9.PEP 10.NSC
2017-12-31	284	$113.4M	100	1C 2PRU 3EIX Top holdings2017-12-31 1.C 2.PRU 3.EIX 4.GS 5.CRM 6.867914 7.GAP 8.KIM 9.USB 10.EXC
2017-09-30	266	$101.4M	100	1BAC 2PRU 3WEC Top holdings2017-09-30 1.BAC 2.PRU 3.WEC 4.PNW 5.MS 6.JPM 7.ED 8.SWKS 9.SRE 10.BNY
2017-06-30	240	$90.9M	100	1GS 2BRX 3GAP Top holdings2017-06-30 1.GS 2.BRX 3.GAP 4.UAL 5.AME 6.PNC 7.AMP 8.STX 9.PNW 10.TRV
2017-03-31	381	$168.1M	100	1CFG 2MO 3CMI Top holdings2017-03-31 1.CFG 2.MO 3.CMI 4.ALK 5.80589M 6.JPM 7.FLR 8.NEE 9.KIM 10.DAL
2016-12-31	387	$156.5M	100	1FE 2GM 3GLW Top holdings2016-12-31 1.FE 2.GM 3.GLW 4.KIM 5.MS 6.COF 7.BRX 8.PRU 9.OSK 10.CTXSEUR
2016-09-30	173	$165.4M	100	1GS 2WFC 3STT Top holdings2016-09-30 1.GS 2.WFC 3.STT 4.JPM 5.DFSEUR 6.ETR 7.FITB 8.SPY 9.KEY 10.CTXSEUR
2016-06-30	190	$171.9M	100	1NXPI 2PNC 3MA Top holdings2016-06-30 1.NXPI 2.PNC 3.MA 4.RF 5.KEY 6.WRUSD 7.HBAN 8.USB 9.SCHW 10.WEC
2016-03-31	129	$80.1M	100	1SBNY 2BNY392210H Top holdings2016-03-31 1.SBNY 2.BNY 3.92210H 4.STWD 5.KDP 6.WFC 7.ADBE 8.XLNXEUR 9.WU 10.CCI
2015-12-31	182	$137.7M	100	1BAC 2MAR 3CLX Top holdings2015-12-31 1.BAC 2.MAR 3.CLX 4.DIS 5.GS 6.RTN1USD 7.C 8.AMT 9.PH 10.LII
2015-09-30	204	$170.8M	100	1AAL 2NEE 3UAL Top holdings2015-09-30 1.AAL 2.NEE 3.UAL 4.CNP 5.BAC 6.D 7.SWKS 8.IR 9.AMT 10.C
2015-06-30	227	$242.0M	100	1AAL 2UTXZ 3TRV Top holdings2015-06-30 1.AAL 2.UTXZ 3.TRV 4.RTN1USD 5.CB 6.CSX 7.ALL 8.SLG2EUR 9.BNY 10.APD
2015-03-31	215	$248.0M	100	1EQR 2PNC 3NOC Top holdings2015-03-31 1.EQR 2.PNC 3.NOC 4.UTXZ 5.MAR 6.DAL 7.867914 8.PG 9.502424 10.MET
2014-12-31	199	$212.5M	100	1GD 2WFC 3PEG Top holdings2014-12-31 1.GD 2.WFC 3.PEG 4.ECL 5.EIX 6.GS 7.CSX 8.SJM 9.IR 10.ITW
2014-09-30	251	$258.5M	100	1GAP 2PG 3PNW Top holdings2014-09-30 1.GAP 2.PG 3.PNW 4.DOV 5.SCHW 6.740189 7.LEA 8.CNI 9.UTXZ 10.ENOV
2014-06-30	236	$275.8M	100	1EXC 2PG 3BEN Top holdings2014-06-30 1.EXC 2.PG 3.BEN 4.STT 5.C 6.RTN1USD 7.D 8.740189 9.UNP 10.WELL
2014-03-31	196	$180.4M	100	17401892AMG 3AMP Top holdings2014-03-31 1.740189 2.AMG 3.AMP 4.HSY 5.PRU 6.ED 7.NI 8.UAL 9.MDLZ 10.MS
2013-12-31	177	$168.6M	0	1SPY 2BA 3EXC Top holdings2013-12-31 1.SPY 2.BA 3.EXC 4.PG 5.LVS 6.733021 7.PFG 8.CLX 9.SWK 10.REYN

Holding changes this quarter

Position changes disclosed by Gideon Capital Advisors, Inc. for the quarter ending 2020-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2020-06-30	2020-07-21	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-08	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR

FAQ

What is Gideon Capital Advisors, Inc. and what type of investor is it?

Gideon Capital Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Gideon Capital Advisors, Inc.'s largest equity positions?

Based on the latest 13F filing, Gideon Capital Advisors, Inc.'s top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Gideon Capital Advisors, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Gideon Capital Advisors, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Gideon Capital Advisors, Inc. focus on?

Sector breakdown data is not yet available for Gideon Capital Advisors, Inc.. Check back after the next 13F processing cycle.

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Concentration0.0

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Total reported value

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Gideon Capital Advisors, Inc. 13F Filings & AI Analysis

CIK: 0001593921

Long-term holder

Total reported value

—

Reporting period: 2020-06-30 · Number of holdings: 1

Gideon Capital Advisors, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2020-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "G"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2020-06-30	1	—	0
2020-03-31	1	—	100
2019-12-31	250	$290.8M	100	1SCHW 2MU 3XYZ Top holdings2019-12-31 1.SCHW 2.MU 3.XYZ 4.GS 5.WFC 6.USB 7.IBM 8.SNPS 9.MSFT 10.CRM
2019-09-30	278	$305.8M	100	1SPY 2PSA 3UNP Top holdings2019-09-30 1.SPY 2.PSA 3.UNP 4.V 5.GPN 6.ROST 7.MCO 8.GS 9.SCHW 10.ATVIEUR
2019-06-30	254	$289.8M	100	1AEP 2CSCO 3O Top holdings2019-06-30 1.AEP 2.CSCO 3.O 4.AAPL 5.EXC 6.BBTUSD 7.MU 8.AMT 9.JPM 10.NOW
2019-03-31	352	$279.7M	100	1SPY 2AEP 3MSFT Top holdings2019-03-31 1.SPY 2.AEP 3.MSFT 4.DOC 5.WELL 6.TXN 7.PPL 8.XEL 9.AWK 10.MU
2018-12-31	357	$245.2M	100	1MSFT 2USB 3SO Top holdings2018-12-31 1.MSFT 2.USB 3.SO 4.TWTRUSD 5.XEL 6.MA 7.AEP 8.LNT 9.C 10.TSCO
2018-09-30	330	$212.4M	100	1PANW 2PNC 3PYPL Top holdings2018-09-30 1.PANW 2.PNC 3.PYPL 4.NEE 5.SPG 6.WFC 7.BAC 8.MMM 9.MS 10.NVDA
2018-06-30	349	$200.0M	100	1ETR 2MET 3NVDA Top holdings2018-06-30 1.ETR 2.MET 3.NVDA 4.CL 5.MSFT 6.SRE 7.D 8.MS 9.WDAY 10.GD
2018-03-31	324	$161.5M	100	1MU 2C 3JPM Top holdings2018-03-31 1.MU 2.C 3.JPM 4.ED 5.FRTEUR 6.ADSK 7.MCHP 8.UDR 9.PEP 10.NSC
2017-12-31	284	$113.4M	100	1C 2PRU 3EIX Top holdings2017-12-31 1.C 2.PRU 3.EIX 4.GS 5.CRM 6.867914 7.GAP 8.KIM 9.USB 10.EXC
2017-09-30	266	$101.4M	100	1BAC 2PRU 3WEC Top holdings2017-09-30 1.BAC 2.PRU 3.WEC 4.PNW 5.MS 6.JPM 7.ED 8.SWKS 9.SRE 10.BNY
2017-06-30	240	$90.9M	100	1GS 2BRX 3GAP Top holdings2017-06-30 1.GS 2.BRX 3.GAP 4.UAL 5.AME 6.PNC 7.AMP 8.STX 9.PNW 10.TRV
2017-03-31	381	$168.1M	100	1CFG 2MO 3CMI Top holdings2017-03-31 1.CFG 2.MO 3.CMI 4.ALK 5.80589M 6.JPM 7.FLR 8.NEE 9.KIM 10.DAL
2016-12-31	387	$156.5M	100	1FE 2GM 3GLW Top holdings2016-12-31 1.FE 2.GM 3.GLW 4.KIM 5.MS 6.COF 7.BRX 8.PRU 9.OSK 10.CTXSEUR
2016-09-30	173	$165.4M	100	1GS 2WFC 3STT Top holdings2016-09-30 1.GS 2.WFC 3.STT 4.JPM 5.DFSEUR 6.ETR 7.FITB 8.SPY 9.KEY 10.CTXSEUR
2016-06-30	190	$171.9M	100	1NXPI 2PNC 3MA Top holdings2016-06-30 1.NXPI 2.PNC 3.MA 4.RF 5.KEY 6.WRUSD 7.HBAN 8.USB 9.SCHW 10.WEC
2016-03-31	129	$80.1M	100	1SBNY 2BNY392210H Top holdings2016-03-31 1.SBNY 2.BNY 3.92210H 4.STWD 5.KDP 6.WFC 7.ADBE 8.XLNXEUR 9.WU 10.CCI
2015-12-31	182	$137.7M	100	1BAC 2MAR 3CLX Top holdings2015-12-31 1.BAC 2.MAR 3.CLX 4.DIS 5.GS 6.RTN1USD 7.C 8.AMT 9.PH 10.LII
2015-09-30	204	$170.8M	100	1AAL 2NEE 3UAL Top holdings2015-09-30 1.AAL 2.NEE 3.UAL 4.CNP 5.BAC 6.D 7.SWKS 8.IR 9.AMT 10.C
2015-06-30	227	$242.0M	100	1AAL 2UTXZ 3TRV Top holdings2015-06-30 1.AAL 2.UTXZ 3.TRV 4.RTN1USD 5.CB 6.CSX 7.ALL 8.SLG2EUR 9.BNY 10.APD
2015-03-31	215	$248.0M	100	1EQR 2PNC 3NOC Top holdings2015-03-31 1.EQR 2.PNC 3.NOC 4.UTXZ 5.MAR 6.DAL 7.867914 8.PG 9.502424 10.MET
2014-12-31	199	$212.5M	100	1GD 2WFC 3PEG Top holdings2014-12-31 1.GD 2.WFC 3.PEG 4.ECL 5.EIX 6.GS 7.CSX 8.SJM 9.IR 10.ITW
2014-09-30	251	$258.5M	100	1GAP 2PG 3PNW Top holdings2014-09-30 1.GAP 2.PG 3.PNW 4.DOV 5.SCHW 6.740189 7.LEA 8.CNI 9.UTXZ 10.ENOV
2014-06-30	236	$275.8M	100	1EXC 2PG 3BEN Top holdings2014-06-30 1.EXC 2.PG 3.BEN 4.STT 5.C 6.RTN1USD 7.D 8.740189 9.UNP 10.WELL
2014-03-31	196	$180.4M	100	17401892AMG 3AMP Top holdings2014-03-31 1.740189 2.AMG 3.AMP 4.HSY 5.PRU 6.ED 7.NI 8.UAL 9.MDLZ 10.MS
2013-12-31	177	$168.6M	0	1SPY 2BA 3EXC Top holdings2013-12-31 1.SPY 2.BA 3.EXC 4.PG 5.LVS 6.733021 7.PFG 8.CLX 9.SWK 10.REYN

Holding changes this quarter

Position changes disclosed by Gideon Capital Advisors, Inc. for the quarter ending 2020-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2020-06-30	2020-07-21	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-08	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR

FAQ

What is Gideon Capital Advisors, Inc. and what type of investor is it?

What are Gideon Capital Advisors, Inc.'s largest equity positions?

Based on the latest 13F filing, Gideon Capital Advisors, Inc.'s top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Gideon Capital Advisors, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Gideon Capital Advisors, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Gideon Capital Advisors, Inc. focus on?

Sector breakdown data is not yet available for Gideon Capital Advisors, Inc.. Check back after the next 13F processing cycle.