Gibbs Wealth Management

CIK

2081110

Location

Alpharetta, GA

Portfolio Value

Small $449,373,390

Diversification

Diversified

Filing Date

Global Rank

#2,764 / 8,603 ▲ 1211 · as of Mar 2026

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

-8.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

9 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

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

Cloned portfolio

+21.9%

SPY

+44.1%

Annualised alpha

-8.9%

Max drawdown

−18.3%

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

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

Top Position

4.5%

+1.0 pts

Top 5

13.8%

−0.9 pts

Top 10

22.6%

−1.6 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%	$118,571,662	61
Healthcare	13.1%	$58,819,434	57
Industrials	12.8%	$57,555,971	63
Financial Services	11.9%	$53,347,408	50
Consumer Cyclical	10.1%	$45,183,029	33
Communication Services	7.9%	$35,418,471	10
Consumer Defensive	6.4%	$28,734,540	20
Energy	4.2%	$19,021,353	17
Basic Materials	2.5%	$11,203,754	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
DD	DuPont de Nemours, Inc.	7,701	$1,058,117
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
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

347 positions · $449,373,390 total · 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 347 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%	4.52%
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	2.10%
META	Meta Platforms, Inc. Communication Services	Added	14,424	+10,784	$8,252,403	+243.5%	1.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	22,064	+15,466	$8,202,292	+176.4%	1.83%
V	Visa Inc. Financial Services	Added	23,609	+10,131	$7,135,584	+51.0%	1.59%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	6,654	NEW	$6,630,245	NEW	1.48%
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%	1.33%
AVGO	Broadcom Inc. Technology	Added	18,674	+7,335	$5,779,789	+47.3%	1.29%
BA	Boeing Co Industrials	Added	28,171	+19,208	$5,606,874	+188.1%	1.25%
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%	1.22%
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	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%	0.79%
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%	0.55%
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%	0.53%
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%
CAT	Caterpillar Inc Industrials	Added	2,827	+1,607	$2,002,816	+186.6%	0.45%
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%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	31,872	+10,509	$1,873,436	+72.7%	0.42%