Gimbal Financial Portfolio Holdings by Sector

Gimbal Financial

$167 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV ICLN RPG XMMO IDV FALN SOXX RING 28 stocks	$126 Million 76.21% of portfolio	14	6	7	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC VTI 2 stocks	$16.8 Million 10.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV NVS AMGN 5 stocks	$12.9 Million 7.8% of portfolio	2	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.93 Million 1.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TXN NVDA NVTS 3 stocks	$1.24 Million 0.75% of portfolio	2	1	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.12 Million 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$851,486 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$742,909 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$725,732 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts

Communication Equipment \| Technology CSCO 1 stocks	$584,512 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$460,574 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$387,766 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$379,947 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$333,367 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$289,908 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$258,446 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$253,389 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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