Gimbal Financial
Annual return '25
+26.1%
SPY '25
+17.7%
Alpha
+8.4ptsvs SPY
Invested
$466.8M
Holdings
8
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$UI
UBIQUITI INC
Held since at least Q1 2024
24.8%
02
$SKYW
SKYWEST INC
Held since at least Q1 2024
19.4%
03
$AMKR
AMKOR TECHNOLOGY INC
Held since at least Q1 2024
16.1%
04
$PSN
PARSONS CORP DEL
Held since at least Q1 2024
10.5%
05
$SGI
SOMNIGROUP INTERNATIONAL INC
Held since at least Q1 2024
10.4%
06
$AIRS
AIRSCULPT TECHNOLOGIES INC
Held since at least Q1 2024
7.7%
07
$PLTR
PALANTIR TECHNOLOGIES INC
Held since at least Q1 2024
5.9%
08
$GRMN
GARMIN LTD
Held since at least Q1 2024
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:59 UTC.