Gibbs Wealth Management

CIK

2081110

Location

Alpharetta, GA

Portfolio Value

Small $450,500,292

Diversification

Diversified

Filing Date

Global Rank

#2,786 / 8,623 ▲ 1180 · as of Mar 2026

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

-8.8%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

9 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.6%

SPY

+41.0%

Annualised alpha

-7.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.5%

+1.0 pts

Top 5

13.7%

−0.9 pts

Top 10

22.5%

−1.5 pts

HHI

Diversified−5

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.4%	$118,804,737	61
Healthcare	13.0%	$58,435,644	57
Industrials	12.8%	$57,530,056	63
Financial Services	11.8%	$53,347,408	50
Consumer Cyclical	10.0%	$45,183,029	33
Communication Services	7.9%	$35,418,471	10
Consumer Defensive	6.4%	$28,734,540	20
Energy	4.7%	$21,030,297	18
Basic Materials	2.3%	$10,498,342	12
Unclassified	2.0%	$8,845,516	7
Utilities	1.8%	$7,895,111	9
Real Estate	1.1%	$4,777,141	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYG	Lloyds Banking Group plc	+92,371	120,811	$607,679
NVDA	Nvidia Corp	+73,862	116,374	$20,295,625
AES	Aes Corp	+65,569	129,371	$1,822,837
T	At&T Inc.	+55,538	72,727	$2,108,355
PCG	PG&E Corp	+52,411	103,049	$1,810,570
NFLX	Netflix Inc	+43,295	57,128	$5,492,857
VZ	Verizon Communications Inc	+36,051	96,220	$4,830,244
BBAI	BigBear.ai Holdings, Inc.	+32,550	83,682	$294,560
BAC	Bank Of America Corp /De/	+26,849	48,399	$2,359,451
MNST	Monster Beverage Corp	+24,023	32,019	$2,320,096
AAPL	Apple Inc.	+22,497	41,850	$10,621,111
CSX	Csx Corp	+21,931	40,975	$1,682,023
NVO	Novo Nordisk A S	+21,065	39,273	$1,443,282
SAN	Banco Santander, S.A.	+20,232	35,333	$398,556
GOOGL	Alphabet Inc.	+19,904	34,738	$9,989,259
BA	Boeing Co	+19,208	28,171	$5,606,874
B	Barrick Mining Corp	+19,020	36,799	$1,501,031
AMZN	Amazon Com Inc	+16,901	48,162	$10,030,699
CVS	CVS HEALTH Corp	+15,937	30,430	$2,185,482
TSLA	Tesla, Inc.	+15,466	22,064	$8,202,292
CNC	Centene Corp	+15,441	29,881	$978,303
AZTA	Azenta, Inc.	+15,367	25,884	$546,928
CSGP	Costar Group, Inc.	+15,219	25,414	$1,025,200
ORCL	Oracle Corp	+14,902	40,516	$5,960,308
PFE	Pfizer Inc	+14,701	30,095	$845,067
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NCNO	nCino, Inc.	−7,426	14,306	$214,303
EPAC	Enerpac Tool Group Corp	−6,783	11,614	$423,562
BSX	Boston Scientific Corp	−5,776	3,573	$224,205
RYAN	Ryan Specialty Holdings, Inc.	−5,586	9,939	$335,341
SONY	Sony Group Corp	−4,906	35,669	$738,348
ZTS	Zoetis Inc.	−2,759	9,526	$1,126,068
NU	Nu Holdings Ltd.	−2,382	19,325	$277,700
AEM	Agnico Eagle Mines Ltd	−2,348	8,039	$1,631,756
ABNB	Airbnb, Inc.	−2,137	5,090	$642,765
SFBS	ServisFirst Bancshares, Inc.	−1,984	4,351	$316,883
SAP	Sap SE	−1,972	4,974	$851,598
SE	Sea Ltd	−1,471	5,811	$481,208
AON	Aon plc	−1,231	3,291	$1,062,268
UBER	Uber Technologies, Inc	−1,053	10,687	$768,715
MA	Mastercard Inc	−1,038	5,030	$2,513,289
NET	Cloudflare, Inc.	−924	2,517	$519,357
GLDM	World Gold Trust	−899	3,587	$332,479
MORN	Morningstar, Inc.	−681	1,753	$296,344
ENB	Enbridge Inc	−640	18,176	$984,048
GD	General Dynamics Corp	−623	2,402	$824,414
MSCI	MSCI Inc.	−485	2,821	$1,520,547
ACN	Accenture plc	−476	4,949	$981,337
IDXX	Idexx Laboratories Inc /De	−444	1,500	$842,835
CASY	Caseys General Stores Inc	−356	1,037	$754,790
HLI	Houlihan Lokey, Inc.	−349	8,412	$1,208,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	29,627	$9,425,533
COST	Costco Wholesale Corp /New	6,654	$6,630,245
AZN	Astrazeneca PLC	8,293	$1,635,545
DE	Deere & Co	2,201	$1,239,823
EQNR	Equinor ASA	28,179	$1,189,153
COF	Capital One Financial Corp	6,128	$1,117,931
CNA	Cna Financial Corp	23,036	$1,057,813
LIVN	LivaNova PLC	16,137	$1,025,667
LRCX	Lam Research Corp	4,139	$884,338
CNI	Canadian National Railway Co	8,377	$860,904
AVY	Avery Dennison Corp	4,777	$824,892
ING	Ing Groep NV	31,376	$817,344
YUM	Yum Brands Inc	5,130	$797,612
SNY	Sanofi	16,217	$781,335
BP	Bp PLC	16,621	$781,187
CB	Chubb Ltd	2,384	$777,017
BTI	British American Tobacco p.l.c.	13,071	$764,261
IMAX	Imax Corp	19,478	$740,358
DAR	Darling Ingredients Inc.	11,745	$726,428
CHRW	C. H. Robinson Worldwide, Inc.	4,167	$692,013
SIVR	abrdn Silver ETF Trust	9,160	$655,947
GSK	GSK plc	11,863	$654,718
TT	Trane Technologies plc	1,493	$622,192
HMC	Honda Motor Co Ltd	25,314	$615,383
NEE	Nextera Energy Inc	6,569	$610,128
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	3,169	$1,109,118
INTU	Intuit Inc.	1,247	$826,037
GWRE	Guidewire Software, Inc.	3,169	$637,000
PAYC	Paycom Software, Inc.	3,892	$620,229
DPZ	Dominos Pizza Inc	1,348	$561,873
P	Everpure, Inc.	8,273	$554,373
ICLR	Icon PLC	2,921	$532,264
HDB	Hdfc Bank Ltd	14,221	$519,635
BOX	Box Inc	16,541	$494,741
SFM	Sprouts Farmers Market, Inc.	5,893	$469,495
GSHD	Goosehead Insurance, Inc.	6,133	$451,695
KNF	Knife River Corp	5,676	$399,306
MNDY	monday.com Ltd.	2,499	$368,752
OS	OneStream, Inc.	18,677	$343,283
BSY	Bentley Systems Inc	8,746	$333,791
RKLB	Rocket Lab Corp	4,616	$322,012
ONON	On Holding AG	5,803	$269,723
WWD	Woodward, Inc.	892	$269,669
ANF	Abercrombie & Fitch Co /De/	1,955	$246,075
GIS	General Mills Inc	4,941	$229,756
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

348 tracked positions · $450,500,292 total · filing declares 433 positions · $761,991,967 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 348 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	116,374	+73,862	$20,295,625	+156.0%	4.51%
MSFT	Microsoft Corp Technology	Added	29,554	+12,502	$10,940,004	+32.7%	2.43%
AAPL	Apple Inc. Technology	Added	41,850	+22,497	$10,621,111	+101.9%	2.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,162	+16,901	$10,030,699	+39.0%	2.23%
GOOGL	Alphabet Inc. Communication Services	Added	34,738	+19,904	$9,989,259	+115.1%	2.22%
ADI	Analog Devices Inc Technology	NEW	29,627	NEW	$9,425,533	NEW	2.09%
META	Meta Platforms, Inc. Communication Services	Added	14,424	+10,784	$8,252,403	+243.5%	1.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	22,064	+15,466	$8,202,292	+176.4%	1.82%
V	Visa Inc. Financial Services	Added	23,609	+10,131	$7,135,584	+51.0%	1.58%
COST	Costco Wholesale Corp /New CALL + SHARES Consumer Defensive	NEW	6,654	NEW	$6,630,245	NEW	1.47%
AMAT	Applied Materials Inc /De Technology	Added	17,898	+14,007	$6,117,357	+511.8%	1.36%
ORCL	Oracle Corp Technology	Added	40,516	+14,902	$5,960,308	+19.4%	1.32%
AVGO	Broadcom Inc. Technology	Added	18,674	+7,335	$5,779,789	+47.3%	1.28%
BA	Boeing Co Industrials	Added	28,171	+19,208	$5,606,874	+188.1%	1.24%
NFLX	Netflix Inc Communication Services	Added	57,128	+43,295	$5,492,857	+323.5%	1.22%
LLY	ELI LILLY & Co Healthcare	Added	5,940	+282	$5,463,433	−10.1%	1.21%
VZ	Verizon Communications Inc Communication Services	Added	96,220	+36,051	$4,830,244	+97.1%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,177	+9,894	$4,464,466	+162.3%	0.99%
SHOP	Shopify Inc. Technology	Added	34,606	+8,384	$4,104,963	−2.7%	0.91%
GLD	Spdr Gold Trust CALL + SHARES	Added	8,649	+4,843	$3,721,578	+146.7%	0.83%
CRM	Salesforce, Inc. Technology	Added	19,112	+13,636	$3,567,637	+145.9%	0.79%
CVX	Chevron Corp Energy	Added	17,068	+9,052	$3,531,369	+189.0%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Added	11,006	+7,883	$3,420,554	+258.4%	0.76%
RTX	RTX Corp Industrials	Added	17,031	+2,776	$3,285,279	+25.7%	0.73%
PM	Philip Morris International Inc. Consumer Defensive	Added	18,341	+9,625	$3,032,500	+116.9%	0.67%
STRL	Sterling Infrastructure, Inc. Industrials	Added	7,306	+3,573	$2,975,514	+160.3%	0.66%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,647	+4,412	$2,521,611	+350.4%	0.56%
DIS	Walt Disney Co Communication Services	Added	26,143	+13,800	$2,519,662	+79.4%	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Added	31,592	+13,514	$2,515,039	+49.3%	0.56%
MA	Mastercard Inc Financial Services	Reduced	5,030	-1,038	$2,513,289	−27.4%	0.56%
RY	Royal Bank Of Canada Financial Services	Added	15,174	+3,472	$2,454,849	+23.0%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	11,233	+7,199	$2,443,065	+165.1%	0.54%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	15,793	+10,230	$2,368,950	+208.7%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Added	48,399	+26,849	$2,359,451	+99.1%	0.52%
MNST	Monster Beverage Corp Consumer Defensive	Added	32,019	+24,023	$2,320,096	+278.4%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	28,881	+6,249	$2,240,876	+28.5%	0.50%
SBUX	Starbucks Corp Consumer Cyclical	Added	24,683	+5,772	$2,211,349	+38.9%	0.49%
CVS	CVS HEALTH Corp Healthcare	Added	30,430	+15,937	$2,185,482	+90.0%	0.49%
WMB	Williams Companies, Inc. Energy	Added	29,302	+11,790	$2,132,599	+102.6%	0.47%
JNJ	Johnson & Johnson Healthcare	Added	8,655	+2,368	$2,115,628	+62.6%	0.47%
T	At&T Inc. Communication Services	Added	72,727	+55,538	$2,108,355	+393.8%	0.47%
NVS	Novartis AG Healthcare	Added	13,783	+10,592	$2,105,353	+378.6%	0.47%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,819	+4,856	$2,083,753	+118.0%	0.46%
EPAM	EPAM Systems, Inc. Technology	Added	15,307	+10,657	$2,072,567	+117.5%	0.46%
AMT	American Tower Corp /Ma/ Real Estate	Added	11,956	+6,057	$2,063,366	+99.2%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,291	+771	$2,056,247	+16.2%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Added	11,841	+4,335	$2,008,944	+122.4%	0.45%
CAT	Caterpillar Inc Industrials	Added	2,827	+1,607	$2,002,816	+186.6%	0.44%
SHEL	Shell plc Energy	Added	21,411	+12,812	$1,991,223	+215.1%	0.44%
PEP	Pepsico Inc Consumer Defensive	Added	12,572	+2,016	$1,952,305	+28.9%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.