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Showing Q3 2025 data
Gimbal Financial's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Gimbal Financial
•CIK: 1835206•Filing: Q3 2025
**Gimbal Financial** manages $167M across a portfolio of 55 distinct positions. The fund exhibits a clear focus on thematic and sector-specific growth, evidenced by top holdings including IVV ($26.5M) and ICLN ($17.6M). Significant allocations are also directed toward technology and specialized markets, notably RPG ($17.0M) and XMMO ($16.9M). This concentrated approach suggests a tactical mandate targeting high-conviction, growth-oriented assets.
Total AUM
$166.5M
QoQ Performance
+2.3%
Positions
38
Top 10 Concentration
83.6%
Latest Filing
Q3 2025
Top Holdings Allocation
IVV
ICLN
RPG
XMMO
IYC
IDV*
LLY
FALN
IVV15.9%
ICLN10.6%
RPG10.2%
XMMO10.1%
IYC10.0%
IDV*9.2%
LLY6.5%
FALN5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.2%
ETF16.2%
Healthcare7.8%
Technology3.1%
Consumer0.9%
Financial0.4%
Industrial0.3%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW11 new positions
↑22 increased
↓12 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023