StockDriftsStockDriftsTop 50 Gimbal Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.44% | 40.2K | $30.8M | -0.50%(-203) | $495.18(+55.50%) | 2026-09-30 | |
| FHLC | FIDELITY COVINGTON TRUST | 8.92% | 182.1K | $14.9M | -1.56%(-2.89K) | $73.02(+15.38%) | 2026-09-30 | |
| IGV | ISHARES TR | 6.77% | 106.1K | $11.3M | new | $74.69(+41.91%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 6.26% | 9.0K | $10.4M | -2.10%(-194) | $560.02(+121.48%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.21% | 31.1K | $10.4M | +760.71%(+27.49K) | $297.06(+15.44%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 5.9% | 37.6K | $9.8M | +1139.35%(+34.57K) | $248.44(+13.78%) | 2026-09-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 5.52% | 89.3K | $9.2M | new | $96.47(+3.58%) | 2026-09-30 | |
| XP | XP INC | 5.46% | 433.9K | $9.1M | new | $18.63(+62.45%) | 2026-09-30 | |
| SOXX | ISHARES TR | 5.45% | 16.0K | $9.1M | new | $232.59(+115.80%) | 2026-09-30 | |
| ARKG | ARK ETF TR | 3.88% | 119.5K | $6.5M | new | $48.14(-1.60%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.48% |
Gimbal Financial reports $172.26M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.4%), FHLC (8.9%) and IGV (6.8%). The top 20 holdings account for 90.51% of reported assets. Its disclosed equity book has returned +28.28% cumulatively over 9 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gimbal Financial’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1835206). View Gimbal Financial’s 13F filings on SEC