Gilbert Capital Group, Inc.

All 13F Filings

Location
North Yarmouth, ME
Most recent 13F
Q2 2026
Holdings value ($000)
142,755
Description
Website
Founded
Chairman
CEO
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.
Swipe for more columns
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
Swipe for more columns

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.