Institutions / Gibbs Wealth Management / Holdings

Gibbs Wealth Management

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
SPDR GOLD TR	—	$1.58M	3,806	0.4%
Zoetis Inc.	—	$1.56M	12,285	0.4%
Accenture plc	—	$1.52M	5,425	0.4%
SPDR S&P 500 ETF TR	—	$1.49M	2,143	0.4%
ServiceNow Inc	—	$1.48M	10,468	0.4%
PEPSICO INC	—	$1.48M	10,556	0.4%
Medtronic plc	—	$1.47M	15,101	0.4%
Walt Disney Co	—	$1.43M	12,343	0.3%
Salesforce Inc	—	$1.42M	5,476	0.3%
Philip Morris International Inc.	—	$1.42M	8,716	0.3%
IDEXX LABORATORIES INC /DE	—	$1.39M	1,944	0.3%
ISHARES TR	—	$1.38M	1,976	0.3%
CURTISS WRIGHT CORP	—	$1.33M	2,204	0.3%
Intuitive Surgical Inc	—	$1.31M	2,241	0.3%
CHEVRON CORP	—	$1.30M	8,016	0.3%
JOHNSON & JOHNSON	—	$1.28M	6,287	0.3%
Netflix Inc	—	$1.24M	13,833	0.3%
FREEPORT-MCMORAN INC	—	$1.21M	21,363	0.3%
UNILEVER PLC	—	$1.20M	18,764	0.3%
BANK OF AMERICA CORP /DE	—	$1.20M	21,550	0.3%
APPLIED MATERIALS INC /DE	—	$1.17M	3,891	0.3%
CVS HEALTH Corp	—	$1.16M	14,493	0.3%
STERLING INFRASTRUCTURE, INC.	—	$1.15M	3,733	0.3%
ABBOTT LABORATORIES	—	$1.12M	8,895	0.3%
ASTRAZENECA PLC	—	$1.10M	11,644	0.3%
QUALCOMM INC/DE	—	$1.09M	6,105	0.3%
NOVO-NORDISK A S	—	$1.07M	18,208	0.3%
GENERAL DYNAMICS CORP	—	$1.07M	3,025	0.3%
LOWES COMPANIES INC	—	$1.06M	3,963	0.3%
ADOBE INC.	—	$1.06M	3,169	0.3%
Williams Cos Inc/The	—	$1.06M	17,512	0.3%
Newmont Corp	—	$1.04M	9,575	0.3%
RAMBUS INC	—	$1.04M	11,113	0.3%
AMETEK Inc	—	$1.04M	4,917	0.3%
EMCOR Group Inc	—	$1.02M	1,579	0.2%
Sony Group CorpSONY	ADR	$1.02M	40,575	0.2%
Morgan Stanley	—	$1.01M	5,442	0.2%
Airbnb, Inc.	—	$1.01M	7,227	0.2%
Uber Technologies, Inc	—	$1.00M	11,740	0.2%
American Tower Corp	—	$994.0K	5,899	0.2%
SYNOPSYS INC	—	$992.6K	1,890	0.2%
EPAM Systems, Inc.	—	$985.5K	4,650	0.2%
VANECK ETF TRUST	—	$982.4K	68,506	0.2%
Duke Energy Corp	—	$974.7K	8,345	0.2%
Sea Ltd	—	$972.3K	7,282	0.2%
Walmart Inc.	—	$970.8K	8,476	0.2%
MCDONALD'S CORP	—	$959.8K	3,123	0.2%
CITIGROUP INC	—	$946.9K	7,805	0.2%
NOVA LTD	—	$943.4K	2,394	0.2%
Boot Barn Holdings, Inc.	—	$943.3K	4,821	0.2%