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Gilpin Wealth Management, LLC

All holdings · as of Dec 31, 2025

976 positions

CompanyClassValueShares% of portfolio
TIC Solutions, Inc.—$1110.0%
TAKE TWO INTERACTIVE SOFTWARE INC—$1200.0%
INTEGRA LIFESCIENCES HOLDINGS CORP—$1310.0%
B&G FOODS, INC.—$1330.0%
Safehold Inc—$1410.0%
Monro, Inc.—$2110.0%
TWO HARBORS INVESTMENT CORP.—$2120.0%
Easterly Government Properties, Inc.—$2210.0%
CEVA INC—$2210.0%
Vir Biotechnology, Inc.—$2540.0%
INSTEEL INDUSTRIES INC—$3210.0%
CENTRAL GARDEN & PET CO—$3310.0%
GUESS INC—$3420.0%
Embecta Corp.—$3630.0%
TOOTSIE ROLL INDUSTRIES INC—$3710.0%
Helix Energy Solutions Group Inc—$3860.0%
Shutterstock, Inc.—$3920.0%
NAVIENT CORP—$3930.0%
ScanSource Inc—$4010.0%
HELEN OF TROY LTD—$4320.0%
Summit Hotel Properties, Inc.—$4490.0%
California Resources Corp—$4510.0%
Cytek Biosciences, Inc.—$4690.0%
Donnelley Financial Solutions, Inc.—$4710.0%
Sabre Corp—$47340.0%
GREENBRIER COMPANIES INC—$4710.0%
WORLD KINECT CORP—$4720.0%
MYRIAD GENETICS INC—$5080.0%
Cracker Barrel Old Country Store Inc—$5120.0%
CHEESECAKE FACTORY INC—$5110.0%
FIRST FINANCIAL BANCORP /OH—$5120.0%
Edgewell Personal Care Company—$5230.0%
HERTZ GLOBAL HOLDINGS, INCHTZCommon Stock$52100.0%
Pacira BioSciences Inc—$5220.0%
ELME COMMUNITIES—$5330.0%
UPBOUND GROUP, INC.—$5330.0%
Amphastar Pharmaceuticals, Inc.—$5420.0%
Schrodinger, Inc.—$5430.0%
Getty Realty Corp—$5520.0%
JETBLUE AIRWAYS CORPORATION—$55120.0%
WSFS FINANCIAL CORP—$5610.0%
Bloomin' Brands, Inc.—$5690.0%
Pebblebrook Hotel Trust—$5750.0%
PC CONNECTION INCCNXNCommon Stock$5810.0%
Sun Country Airlines Holdings, LLC—$5840.0%
LAKELAND FINANCIAL CORP—$5810.0%
ADIENT PLC—$5830.0%
Penguin Solutions, Inc.PENGCommon Stock$5930.0%
OPENLANE Inc—$6020.0%
SCHOLASTIC CORP—$6020.0%
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