Gilbert Capital Group, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.8B, Blackrock ETF Tr U S Equity Fa with a value of $15.2B, Ishares Tr with a value of $9.77B, Ihares Core 1 5 Years Usd Bond with a value of $7.22B, and Ishares Msci Kld 400 Social Et with a value of $5.65B.

Examining the 13F form we can see an increase of $3.76B in the current position value, from $129B to 133B.

Gilbert Capital Group, Inc. is based out at North Yarmouth, ME

Below you can find more details about Gilbert Capital Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $123 Billion
Technology: $2.4 Billion
Healthcare: $1.35 Billion
Financial Services: $673 Million
Communication Services: $654 Million
Industrials: $611 Million
Energy: $550 Million
Consumer Cyclical: $269 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $133 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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