Gilbert Capital Group, Inc.

CIK

2035854

Location

NORTH YARMOUTH, ME

Portfolio Value

Micro $7,689,282

Diversification

Diversified

Filing Date

Global Rank

#7,856 / 8,232 ▲ 253

Top Industry

Drug Manufacturers - General 21.7%

3Y Alpha vs SPY

+10.0%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.0%

SPY

+16.0%

Annualised alpha

+10.0%

Max drawdown

−8.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.0%

−3.0 pts

Top 5

59.2%

−6.8 pts

Top 10

93.3%

−6.7 pts

HHI

1,017

Diversified−187

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$2,145,794	2
Healthcare	25.9%	$1,989,092	3
Industrials	10.7%	$820,576	2
Energy	10.7%	$820,306	1
Financial Services	8.9%	$687,460	1
Communication Services	7.3%	$564,192	1
Unclassified	5.0%	$381,749	1
Consumer Cyclical	3.6%	$280,113	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+262	4,835	$820,306
ABT	Abbott Laboratories	+112	3,936	$404,109
ABBV	AbbVie Inc.	+93	3,917	$851,908
AAPL	Apple Inc.	+83	5,461	$1,385,947
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−245	2,455	$759,847
GOOGL	Alphabet Inc.	−126	1,962	$564,192
SPY	Spdr S&P 500 ETF Trust	−88	587	$381,749
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	2,999	$733,075
PWR	Quanta Services, Inc.	425	$233,333
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $7,689,282 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	5,461	+83	$1,385,947	−5.2%	18.02%
ABBV	AbbVie Inc. Healthcare	Added	3,917	+93	$851,908	−2.5%	11.08%
XOM	Exxon Mobil Corp Energy	Added	4,835	+262	$820,306	+49.1%	10.67%
AVGO	Broadcom Inc. Technology	Reduced	2,455	-245	$759,847	−18.7%	9.88%
JNJ	Johnson & Johnson Healthcare	NEW	2,999	NEW	$733,075	NEW	9.53%
BNY	Bank of New York Mellon Corp Financial Services	Held	5,795	0	$687,460	+2.2%	8.94%
EXPD	Expeditors International Of Washington Inc Industrials	Held	4,100	0	$587,243	−3.9%	7.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,962	-126	$564,192	−13.7%	7.34%
ABT	Abbott Laboratories Healthcare	Added	3,936	+112	$404,109	−15.7%	5.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	587	-88	$381,749	−17.1%	4.96%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,754	0	$280,113	+4.0%	3.64%
PWR	Quanta Services, Inc. Industrials	NEW	425	NEW	$233,333	NEW	3.03%