Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Guilbault Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Guilbault Capital LLC (CIK 2134737) reported $99.6M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COWZ ($8.6M, 8.59%), PAVE ($6.9M, 6.90%), MOAT ($6.6M, 6.66%), COWG ($5.8M, 5.82%), RDVY ($5.6M, 5.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1COWZPACER FDS TR$8.6M8.59%137,557Trimmed
2PAVEGLOBAL X FDS$6.9M6.90%116,676Added
3MOATVANECK ETF TRUST$6.6M6.66%63,784Trimmed
4COWGPACER FDS TR$5.8M5.82%144,360Trimmed
5RDVYFIRST TR EXCHANGE TRADED FD$5.6M5.63%69,174Trimmed
6XMMOINVESCO EXCHANGE TRADED FD T$5.4M5.41%31,670Added
7UNPUNION PAC CORP$4.8M4.82%17,650Hold
8FTLSFIRST TR EXCH TRADED FD III$4.1M4.15%56,000Trimmed
9VIGVANGUARD SPECIALIZED FUNDS$3.7M3.71%15,628Trimmed
10IVEISHARES TR$2.9M2.89%12,668Trimmed
11JEPIJ P MORGAN EXCHANGE TRADED F$2.5M2.47%43,591Trimmed
12BXSLBLACKSTONE SECD LENDING FD$2.4M2.44%102,419Added
13GOOGLALPHABET INC$2.1M2.08%5,794Trimmed
14CLSETRUST FOR PROFESSIONAL MANAG$1.8M1.81%52,756Added
15XLPSELECT SECTOR SPDR TR$1.8M1.76%21,089Trimmed
16AMZNAMAZON COM INC$1.7M1.75%7,322Trimmed
17QQQHNEOS ETF TRUST$1.7M1.70%30,289Trimmed
18GPIQGOLDMAN SACHS ETF TR$1.6M1.63%27,284Added
19KOCOCA COLA CO$1.6M1.62%19,905Hold
20IBMINTERNATIONAL BUSINESS MACHS$1.3M1.29%4,567Trimmed
21METAMETA PLATFORMS INC$1.2M1.24%2,200Trimmed
22MEDPMEDPACE HLDGS INC$1.2M1.22%2,292Trimmed
23WTVWISDOMTREE TR$1.1M1.15%11,263New
24PGPROCTER & GAMBLE CO$984,6350.99%6,715Trimmed
25NOCNORTHROP GRUMMAN CORP$946,2980.95%1,858Hold

Source: SEC Form 13F filings · as of 2026-06-30