Gilbert Capital Group, Inc.

All 13F Filings

Location
North Yarmouth, ME
Most recent 13F
Q2 2026
Holdings value ($000)
142,755
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/13/2026 56 142,755 13F-HR Gilbert Capital Group, Inc.
Q1 2026 4/20/2026 51 129,413 13F-HR Gilbert Capital Group, Inc.
Q4 2025 1/23/2026 53 133,049 13F-HR Gilbert Capital Group, Inc.
Q3 2025 12/2/2025 51 129,289 13F-HR Gilbert Capital Group, Inc.
Q2 2025 9/30/2025 48 120,661 13F-HR Gilbert Capital Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 21.25 K 14.9% 12.22 K 0 12.22 K
ETFs 112.2 K 78.6% 0 4.439 K -4.439 K
Debt 9.347 K 6.5% 5.559 K 0 5.559 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
142,755
Holdings
56
QoQ value change ($000)
13,342 (10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.