Gimbal Financial Portfolio Holdings by Sector

Gimbal Financial

$163 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IGV RPG XMMO IDV FUTY PTNQ PTLC 24 stocks	$108 Million 73.31% of portfolio	13	6	10	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC VTI 2 stocks	$15.8 Million 10.74% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV AMGN NVS 5 stocks	$15.2 Million 10.37% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.47 Million 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$1.07 Million 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$799,157 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$714,431 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$662,343 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$585,151 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$507,678 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$489,271 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$401,050 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$379,381 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$354,173 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$293,859 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$292,880 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$167,940 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts

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