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Latest Gimbal Financial Stock Portfolio

$162Million | No. of Holdings #54

About Gimbal Financial and 13F Hedge Fund Stock Holdings

Gimbal Financial is a hedge fund based in Carmel, IN. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gimbal Financial reported an equity portfolio of $162.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Gimbal Financial are IJR, IJR, ACWF. The fund has invested 18.6% of it's portfolio in ISHARES TR and 17.7% of portfolio in ISHARES TR. <br><br> Gimbal Financial opened new stock positions in ISHARES TR (IJR), ISHARES TR (ACWF) and FIDELITY COVINGTON TRUST (FBCG).
Gimbal Financial Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$162Million
  as of Aug 04, 2026

Gimbal Financial Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
ishares tr30,232,900
ishares tr28,768,400
ishares tr15,083,500
fidelity covington trust14,288,500
spdr series trust11,432,600
ishares tr11,124,200
eli lilly & co11,055,200
ishares tr10,204,400
New stocks bought by Gimbal Financial

Additions

No additions were made to existing positions by Gimbal Financial

Reductions

None of the existing positions were reduced by Gimbal Financial

Sold off

None of the stocks were completely sold off by Gimbal Financial

Sector Distribution

  • Others
  • Healthcare
  • Technology
Sector%
Others85.4
Healthcare8.6
Technology3.2

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED85.4
MEGA-CAP13.5

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others85.8
S&P 50013.8
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Gimbal Financial Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gimbal Financial

$157.30MTotal Value
54.00Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Gimbal Financial, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gimbal Financial's holding in Ishares Tr over time
6.27%153,565
$10.20M
6.27%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Gimbal Financial's holding in Ishares Tr over time
9.27%199,017
$15.08M
9.27%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Gimbal Financial's holding in Pacer Fds Tr over time
0.47%8,572
$759.9K
0.47%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Gimbal Financial's holding in Pacer Fds Tr over time
0.4%11,232
$654.4K
0.4%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Gimbal Financial's holding in Pacer Fds Tr over time
0.24%9,322
$389.9K
0.24%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Gimbal Financial's holding in Pacer Fds Tr over time
0.19%9,253
$308.3K
0.19%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Gimbal Financial's holding in J P Morgan Exchange Traded F over time
0.35%7,946
$574.6K
0.35%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Gimbal Financial's holding in J P Morgan Exchange Traded F over time
0.24%7,862
$397.6K
0.24%
new position
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Gimbal Financial's holding in First Tr Exchange-Traded Fd over time
0.55%3,593
$890.7K
0.55%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Gimbal Financial's holding in Spdr Series Trust over time
7.03%130,301
$11.43M
7.03%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Gimbal Financial's holding in Pimco Etf Tr over time
0.18%2,920
$294.4K
0.18%
new position
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Gimbal Financial's holding in Invesco Exchange Traded Fd T over time
2.13%54,193
$3.46M
2.13%
new position