FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,873.290.15%
RUT2,785.43-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001625986

Gibraltar Capital Management, Inc.

TULSA, OK · File #028-16375

Latest AUM
$588.0M
Positions
115
Top-10 Concentration
42.7%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDETF OPPORTUNITIES TRUST26923N405+170,996+$7.6M+$55,514
NEWACCENTURE PLC IRELANDACN+23,422+$6.3M$0
REDUCEISHARES TR46436E718-31,019-$3.1M-$53,791
ADDPAYPAL HLDGS INCPYPL+44,296+$2.6M-$841,934
REDUCECONSTELLATION BRANDS INCSTZ-11,091-$1.5M+$154,934
ADDVANGUARD INDEX FDS922908629+4,069+$1.2M-$136,185
REDUCEWALMART INCWMT-9,254-$1.0M+$718,208
REDUCEALPHABET INCGOOG-2,859-$897,152+$4.8M
ADDDIMENSIONAL ETF TRUST25434V815+25,720+$845,931+$69,416
ADDNVIDIA CORPORATIONNVDA+4,108+$766,152-$1,135

Sector Allocation

Technology
17.4%$102.5M
Industrials
4.9%$28.7M
Energy
4.6%$26.9M
Healthcare
4.2%$24.8M
Financials
4.1%$24.0M
Materials
0.1%$422,808

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908751278,719$71.9M14.28%
2APPLE INCAAPL77,853$21.2M4.20%
3ALPHABET INCGOOG65,796$20.6M4.10%
4MICROSOFT CORPMSFT37,941$18.3M3.64%
5VANGUARD INDEX FDS92290876952,630$17.6M3.50%
6VANGUARD WORLD FD92204A70220,720$15.6M3.10%
7ISHARES TR46436E718136,922$13.7M2.73%
8VANGUARD INDEX FDS92290862942,758$12.4M2.46%
9VANGUARD INDEX FDS92290863738,525$12.1M2.41%
10VANGUARD BD INDEX FDS921937835157,316$11.7M2.31%
11COTERRA ENERGY INCCTRA387,050$10.2M2.02%
12KLA CORPKLAC8,313$10.1M2.01%
13CUMMINS INCCMI19,465$9.9M1.97%
14VANGUARD WORLD FD92204A10824,105$9.5M1.89%
15ETF OPPORTUNITIES TRUST26923N405206,391$9.1M1.81%
16THERMO FISHER SCIENTIFIC INCTMO15,521$9.0M1.79%
17HELMERICH & PAYNE INCHP306,929$8.8M1.75%
18MONSTER BEVERAGE CORP NEWMNST113,946$8.7M1.73%
19BERKSHIRE HATHAWAY INC DELBRK-A17,307$8.7M1.73%
20MERCK & CO INCMRK81,525$8.6M1.70%