Long-term investor

Gimbal Financial @gimbalfinancial

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001835206).

Record

• Tracked since 2024-12-31 (672 days), 132 trades recorded
• Returns: week n/a · month n/a · 90 days n/a · 6 months +0.2% · 1 year +2.6% · all +13.4%
• Max drawdown n/a · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 464287200 · 17.9% · long · since 2025-03-31
• 316092600 · 8.6% · long · since 2026-06-30
• 464287515 · 6.6% · long · since 2025-06-30
• LLY · 6.1% · long · since 2025-03-31
• AAPL · 6.0% · long · since 2025-03-31
• ABBV · 5.7% · long · since 2025-03-31
• 33734X846 · 5.3% · long · since 2026-09-30
• XP · 5.3% · long · since 2026-09-30
• 464287523 · 5.3% · long · since 2025-09-30
• 00214Q302 · 3.8% · long · since 2026-09-30
• 316092402 · 3.6% · long · since 2026-09-30
• LLY_PUT · 3.2% · long · since 2026-06-30

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