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Gibbs Wealth Management

All holdings · as of Dec 31, 2025

324 positions

CompanyClassValueShares% of portfolio
CONSTELLATION BRANDS, INC.—$817.8K5,5630.2%
Cigna Group—$818.8K2,9350.2%
CASEYS GENERAL STORES INC—$827.2K1,3930.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$840.3K3,7440.2%
HEICO CORP—$840.5K3,0770.2%
Palantir Technologies Inc—$847.0K4,7720.2%
Primoris Services Corp—$848.8K6,5320.2%
BARRICK MNG CORP—$850.0K17,7790.2%
ConocoPhillips—$853.0K8,7480.2%
ENBRIDGE INC—$858.6K18,8160.2%
PJT Partners Inc.—$865.2K4,8190.2%
Monolithic Power Systems Inc—$872.7K9100.2%
AbbVie Inc.—$887.9K4,0340.2%
REPLIGEN CORP—$894.2K5,3600.2%
Becton Dickinson & Co—$898.4K4,4310.2%
UFP TECHNOLOGIES INC—$898.5K3,4890.2%
AeroVironment Inc—$907.0K2,4850.2%
BOSTON SCIENTIFIC CORP—$912.8K9,3490.2%
ISHARES TR—$912.8K8,4790.2%
AES CORP—$913.6K63,8020.2%
Teledyne Technologies Inc—$918.5K1,6730.2%
TechnipFMC plc—$933.3K18,6390.2%
InterDigital, Inc.—$934.7K3,0240.2%
EXXON MOBIL CORP—$935.3K7,5060.2%
Boot Barn Holdings, Inc.—$943.3K4,8210.2%
NOVA LTD—$943.4K2,3940.2%
CITIGROUP INC—$946.9K7,8050.2%
MCDONALD'S CORP—$959.8K3,1230.2%
Walmart Inc.—$970.8K8,4760.2%
Sea Ltd—$972.3K7,2820.2%
Duke Energy Corp—$974.7K8,3450.2%
VANECK ETF TRUST—$982.4K68,5060.2%
EPAM Systems, Inc.—$985.5K4,6500.2%
SYNOPSYS INC—$992.6K1,8900.2%
American Tower Corp—$994.0K5,8990.2%
Uber Technologies, Inc—$1.00M11,7400.2%
Airbnb, Inc.—$1.01M7,2270.2%
Morgan Stanley—$1.01M5,4420.2%
Sony Group CorpSONYADR$1.02M40,5750.2%
EMCOR Group Inc—$1.02M1,5790.2%
AMETEK Inc—$1.04M4,9170.3%
RAMBUS INC—$1.04M11,1130.3%
Newmont Corp—$1.04M9,5750.3%
Williams Cos Inc/The—$1.06M17,5120.3%
ADOBE INC.—$1.06M3,1690.3%
LOWES COMPANIES INC—$1.06M3,9630.3%
GENERAL DYNAMICS CORP—$1.07M3,0250.3%
NOVO-NORDISK A S—$1.07M18,2080.3%
QUALCOMM INC/DE—$1.09M6,1050.3%
ASTRAZENECA PLC—$1.10M11,6440.3%
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