StockDriftsStockDriftsTop 50 Gimbal Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.22% | 40.4K | $30.2M | new | $495.18(+56.99%) | 2026-06-30 | |
| IWM | ISHARES TR | 18.29% | 95.8K | $28.8M | new | $267.18(+12.80%) | 2026-06-30 | |
| DGRO | ISHARES TR | 9.59% | 199.0K | $15.1M | new | $72.12(+10.73%) | 2026-06-30 | |
| FHLC | FIDELITY COVINGTON TRUST | 9.08% | 185.0K | $14.3M | new | $66.38(+22.88%) | 2026-06-30 | |
| XRT | SPDR SERIES TRUST | 7.27% | 130.3K | $11.4M | new | $83.06(+8.64%) | 2026-06-30 | |
| IYT | ISHARES TR | 7.07% | 128.2K | $11.1M | new | $79.47(+9.87%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 7.03% | 9.2K | $11.1M | new | $560.02(+119.44%) | 2026-06-30 | |
| USRT | ISHARES TR | 6.49% | 153.6K | $10.2M | new | $57.32(+15.56%) | 2026-06-30 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 2.2% | 54.2K | $3.5M | new | $42.03(+39.07%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 0.98% | 5.2K | $1.5M | new | $165.09(+72.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.85% |
Gimbal Financial reports $187.86K in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.2%), IWM (18.3%) and DGRO (9.6%). The top 20 holdings account for 92.75% of reported assets. Its disclosed equity book has returned +29.95% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
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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