GERBER, LLC

Q4 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$179,313
Net value change ($000)
+20,142 (12.7%)
New positions
6
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DRSK 11,375 48.1%
ACIO 8,153 165.3%
QQQM 3,738 83.7%
VFLO 2,368 NEW
FRDM 1,109 NEW
OSCV 605 NEW
QTUM 420 NEW
FBND 317 27.3%
AAPL 268 4.8%
MRK 219 NEW
Top Reduces (Value $000, Stocks/ETFs)
COWZ -3,455 -42.3%
ARKK -1,710 -11.6%
BLOK -902 -15.0%
ARKF -849 -16.1%
COIN -624 -33.5%
VIG -481 -62.2%
AON -393 -5.4%
XXRP -286 -100.0%
ORCL -271 -30.7%
CAT -232 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type