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Gibbs Wealth Management

All holdings · as of Dec 31, 2025

324 positions

CompanyClassValueShares% of portfolio
MercadoLibre, Inc.$570.7K2620.1%
Marathon Petroleum Corp$571.1K3,2420.1%
VERTEX PHARMACEUTICALS INC / MA$572.9K1,2350.1%
EQUIFAX INC$577.2K2,5430.1%
CSW INDUSTRIALS, INC.$586.4K1,8350.1%
Guidewire Software, Inc.$586.9K3,1690.1%
CoStar Group Inc$596.3K10,1950.1%
SENSIENT TECHNOLOGIES CORP$598.0K6,0940.1%
MERIT MEDICAL SYSTEMS INC$600.0K6,9460.1%
CALIX, INC$608.5K11,7610.1%
SHELL PLC$609.1K8,5990.1%
PENTAIR plc$611.6K5,9340.1%
Paycom Software, Inc.$611.7K3,8920.1%
Monster Beverage Corp$618.4K7,9960.1%
INVESCO QQQ TR$620.5K9900.2%
Cloudflare, Inc.$628.9K3,4410.2%
HOME DEPOT, INC.$631.4K1,6850.2%
JBT MAREL Corp$632.4K4,0530.2%
J P MORGAN EXCHANGE TRADED F$648.9K12,8160.2%
Ameris Bancorp$649.5K8,2090.2%
Novanta Inc$653.7K4,9920.2%
CarGurus, Inc.$656.9K16,9140.2%
ADVANCED MICRO DEVICES INC$663.4K3,2650.2%
Commvault Systems Inc$666.2K5,3650.2%
Comcast Corp.$669.4K23,5960.2%
CSX CORP$670.3K19,0440.2%
AMERICAN INTERNATIONAL GROUP, INC.$670.6K8,8910.2%
Centene Corp$673.0K14,4400.2%
ADVANCED DRAINAGE SYSTEMS, INC.$676.0K4,2570.2%
Verisk Analytics, Inc.$677.3K3,0120.2%
ROSS STORES, INC.$677.9K3,5410.2%
INTERFACE INC$680.2K22,6290.2%
LIGAND PHARMACEUTICALS INC$691.9K3,3480.2%
Hamilton Lane INC$693.4K4,6770.2%
Enpro Inc$705.4K3,0240.2%
CORNING INC /NY$710.2K8,3330.2%
SOUTHWEST AIRLINES CO$712.6K16,0050.2%
TENET HEALTHCARE CORP$717.1K3,5640.2%
BRISTOL MYERS SQUIBB CO$723.2K12,9470.2%
ENERPAC TOOL GROUP CORP$740.7K18,3970.2%
BRINKER INTERNATIONAL, INC$741.8K4,6360.2%
COOPER COMPANIES, INC.$742.2K8,8940.2%
CATERPILLAR INC$753.6K1,2200.2%
CHAMPION HOMES INC$768.2K8,0570.2%
West Pharmaceutical Services Inc$772.0K2,8020.2%
SPDR SERIES TRUST$782.0K8,0040.2%
RYAN SPECIALTY HOLDINGS, INC.$788.6K15,5250.2%
MOOG INC.$794.0K2,9120.2%
PG&E Corp$802.6K50,6380.2%
INTUIT INC.$806.7K1,2470.2%
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