§ 13F · FUND PROFILE
Gimbal Financial.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167M (13F)Positions · 55Turnover · — · Q3Filed · Nov 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 40K | $26M | 15.9% | +1% |
| 2 | ICLN | ISHARES TR | 1.14M | $18M | 10.6% | NEW |
| 3 | RPG | INVESCO EXCHANGE TRADED FD T | 356K | $17M | 10.2% | +2% |
| 4 | XMMO | INVESCO EXCHANGE TRADED FD T | 125K | $17M | 10.1% | +2% |
| 5 | IYC | ISHARES TR | 159K | $17M | 10.0% | +2% |
| 6 | IDV | ISHARES TR | 421K | $15M | 9.2% | +13% |
| 7 | LLY | ELI LILLY & CO | 14K | $11M | 6.5% | −18% |
| 8 | FALN | ISHARES TR | 304K | $8M | 5.1% | NEW |
| 9 | SOXX | ISHARES TR | 19K | $5M | 3.1% | NEW |
| 10 | RING | ISHARES INC | 76K | $5M | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GIMBAL SIGNAL
AC read
Gimbal Financial is a Other fund managing $167 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed