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Gibraltar Capital Management, Inc. — 13F Holdings & Portfolio

CIK 1625986 · latest 13F-HR filed 2026-07-20

Backtest portfolio

Gibraltar Capital Management, Inc. manages $650.3M in 13F-reported U.S. long-equity assets across 125 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VB (13.10%), AAPL (3.46%), VGT (3.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 6; 66 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$650.3M

Long-equity book

Holdings
125

Distinct positions

Period
2026-06-30

Filed 2026-07-20

Q/Q Activity
+6 / −6 / ↑66 / ↓29

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VB13.2% · +0%AAPL3.5% · -0%VGT3.3% · +719%VTI3.0% · -0%MSFT2.8% · +22%GOOG2.5% · -8%VO2.2% · +292%KLAC2.0% · +884%VV2.0% · -3%CRM1.9% · +2%ASML1.8% · +0%BND1.7% · -2%DVN1.7% · newNXPI1.6% · -0%QQQ1.5% · +2%VCR1.5% · +2%VSLU1.4% · +8%HP1.4% · -1%BRK.B1.3% · -0%WMT1.3% · -1%CPAY1.3% · +2%UBER1.3% · newBKNG1.2% · +2923%BMY1.2% · +1%NVDA1.2% · +2%MOH1.2% · +2%MA1.2% · +3%SGOV1.2% · -22%TMO1.2% · +5%J1.1% · +4%MNST1.1% · +1%WAB1.1% · -1%BAC1.1% · +1%MRK1.1% · -2%VFH1.1% · +3%VOX1.1% · +3%WFC1.1% · +2%DHI1.1% · +0%PYPL1.0% · -1%COST1.0% · +0%CPRT1.0% · +5%TXN0.9% · 0%ADBE0.9% · +6%TSLA0.9% · +2%KKR0.9% · newGRMN0.9% · 0%TSN0.9% · +0%LDOS0.8% · +11%VHT0.8% · +2%STZ0.7% · +3%EMR0.7% · +0%DFSV0.7% · +8%DFAS0.7% · +65%FANG0.6% · -6%PGR0.6% · +0%WMB0.6% · +1%VAW0.5% · -4%VTV0.5% · -6%VEU0.5% · 0%VXUS0.5% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 1, 2026.

Assets Under Management
$1.35B
Discretionary
$1.34B
Employees
31
Accounts
2,041
Address
7304 S. YALE AVENUE
TULSA, OK 74136
Phone
(918) 492-4209
Website
Name Title / Status Ownership Type
BOYD FAMILY REVOCABLE TRUST ControlSHAREHOLDER
since Jan 2026
10–25%Domestic Entity
LINDA L. MEYER REVOCABLE TRUST DATED 08/03/2000 ControlSHAREHOLDER
since Aug 2000
5–10%Domestic Entity
LOWE FAMILY TRUST DATED THE 30TH DAY OF APRIL 2018 ControlSHAREHOLDER
since Apr 2018
10–25%Domestic Entity
LOWE, MCCRARY, OLIVER ControlVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
since Aug 2002
Less than 5%Individual
REDMAN TRUST CREATED BY AGREEMENT DATED THE 27TH DAY OF JUNE 2013 ControlSHAREHOLDER
since Jun 2013
50–75%Domestic Entity
REDMAN, JAMES, EDWARD ControlPRESIDENT
since Jul 2002
Less than 5%Individual
SARA E. WHITWELL REVOCABLE TRUST DATED 08/03/2000 ControlSHAREHOLDER
since Aug 2000
5–10%Domestic Entity
MEYER, LINDA, LUCILEBOARD MEMBER
since Jul 2002
5–10%Individual
WHITWELL, SARA ELIZABETHBOARD MEMBER
since Jul 2002
5–10%Individual
BOYD, ANDREW, SIMPSON Control
Indirect owner via BOYD FAMILY REVOCABLE TRUST
TRUSTEE
since Jan 2026
General partner, trustee or managerIndividual
LOWE, MCCRARY, OLIVER Control
Indirect owner via LOWE FAMILY TRUST DATED THE 30TH DAY OF APRIL 2018
TRUSTEE
since Apr 2018
General partner, trustee or managerIndividual
MEYER, LINDA, LUCILE Control
Indirect owner via LINDA L. MEYER REVOCABLE TRUST DATED 08/03/2000
TRUSTEE
since Aug 2000
General partner, trustee or managerIndividual
REDMAN, JAMES, EDWARD Control
Indirect owner via REDMAN TRUST CREATED BY AGREEMENT DATED THE 27TH DAY OF JUNE 2013
TRUSTEE
since Jun 2013
General partner, trustee or managerIndividual
WHITWELL, SARA ELIZABETH Control
Indirect owner via SARA E. WHITWELL REVOCABLE TRUST DATED 08/03/2000
TRUSTEE
since Aug 2000
General partner, trustee or managerIndividual
Ownership & leadership changes · 2 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 1, 2026 filing
  • AddedBOYD FAMILY REVOCABLE TRUST · SHAREHOLDER · 10–25% · control person
  • AddedBOYD, ANDREW, SIMPSON · TRUSTEE · General partner, trustee or manager · indirect via BOYD FAMILY REVOCABLE TRUST · control person
  • AddedLINDA L. MEYER REVOCABLE TRUST DATED 08/03/2000 · SHAREHOLDER · 5–10% · control person
  • AddedLOWE FAMILY TRUST DATED THE 30TH DAY OF APRIL 2018 · SHAREHOLDER · 10–25% · control person
  • AddedLOWE, MCCRARY, OLIVER · TRUSTEE · General partner, trustee or manager · indirect via LOWE FAMILY TRUST DATED THE 30TH DAY OF APRIL 2018 · control person
  • AddedMEYER, LINDA, LUCILE · TRUSTEE · General partner, trustee or manager · indirect via LINDA L. MEYER REVOCABLE TRUST DATED 08/03/2000 · control person
  • AddedREDMAN TRUST CREATED BY AGREEMENT DATED THE 27TH DAY OF JUNE 2013 · SHAREHOLDER · 50–75% · control person
  • AddedREDMAN, JAMES, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via REDMAN TRUST CREATED BY AGREEMENT DATED THE 27TH DAY OF JUNE 2013 · control person
  • AddedSARA E. WHITWELL REVOCABLE TRUST DATED 08/03/2000 · SHAREHOLDER · 5–10% · control person
  • AddedWHITWELL, SARA ELIZABETH · TRUSTEE · General partner, trustee or manager · indirect via SARA E. WHITWELL REVOCABLE TRUST DATED 08/03/2000 · control person
  • ChangedLOWE, MCCRARY, OLIVER · ownership 25–50% → Less than 5%
  • ChangedREDMAN, JAMES, EDWARD · ownership 50–75% → Less than 5%
Mar 31, 2026 filing
  • ChangedLOWE, MCCRARY, OLIVER · title VICE PRESIDENT & CHIEF COMPLIANCE OFFICER → VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
  • ChangedMEYER, LINDA, LUCILE · no longer a control person
  • ChangedWHITWELL, SARA ELIZABETH · no longer a control person
Mar 29, 2012 filing (earliest on record)
  • ListedLOWE, MCCRARY, OLIVER · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedMEYER, LINDA, LUCILE · BOARD MEMBER · 5–10% · control person
  • ListedREDMAN, JAMES, EDWARD · PRESIDENT · 50–75% · control person
  • ListedWHITWELL, SARA ELIZABETH · BOARD MEMBER · 5–10% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 66 →

Top Trims

Show all 29 →

New Positions

Show all 6 →

Exited Positions

Show all 6 →

Gibraltar Capital Management, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VB 922908751 $85.2M 13.10% 281,100 SH
2 APPLE INC AAPL 037833100 $22.5M 3.46% 77,692 SH
3 VANGUARD WORLD FD VGT 92204A702 $21.2M 3.26% 177,612 SH
4 VANGUARD INDEX FDS VTI 922908769 $19.4M 2.99% 52,527 SH
5 MICROSOFT CORP MSFT 594918104 $18.4M 2.83% 49,324 SH
6 ALPHABET INC GOOG 02079K107 $16.1M 2.47% 45,431 SH
7 VANGUARD INDEX FDS VO 922908629 $14.4M 2.22% 178,918 SH
8 KLA CORP KLAC 482480100 $13.2M 2.03% 43,735 SH
9 VANGUARD INDEX FDS VV 922908637 $13.0M 1.99% 37,690 SH
10 SALESFORCE INC CRM 79466L302 $12.0M 1.85% 76,795 SH
11 ASML HLDG NV ASML N07059210 $11.8M 1.82% 5,941 SH
12 VANGUARD BD INDEX FDS BND 921937835 $11.2M 1.72% 152,514 SH
13 DEVON ENERGY CORP NEW DVN 25179M103 $10.8M 1.67% 262,370 SH
14 NXP SEMICONDUCTORS N V NXPI N6596X109 $10.1M 1.55% 35,780 SH
15 INVESCO QQQ TR QQQ 46090E103 $9.9M 1.53% 13,470 SH
16 VANGUARD WORLD FD VCR 92204A108 $9.9M 1.53% 25,005 SH
17 ETF OPPORTUNITIES TRUST VSLU 26923N405 $9.3M 1.44% 201,823 SH
18 HELMERICH & PAYNE INC HP 423452101 $8.8M 1.36% 270,240 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.7M 1.34% 17,393 SH
20 WALMART INC WMT 931142103 $8.6M 1.32% 75,793 SH
21 CORPAY INC CPAY 219948106 $8.5M 1.30% 25,400 SH
22 UBER TECHNOLOGIES INC UBER 90353T100 $8.3M 1.27% 114,579 SH
23 BOOKING HOLDINGS INC BKNG 09857L108 $8.1M 1.24% 45,321 SH
24 BRISTOL-MYERS SQUIBB CO BMY 110122108 $8.1M 1.24% 139,717 SH
25 NVIDIA CORPORATION NVDA 67066G104 $7.9M 1.22% 39,534 SH
26 MOLINA HEALTHCARE INC MOH 60855R100 $7.8M 1.20% 34,112 SH
27 MASTERCARD INCORPORATED MA 57636Q104 $7.7M 1.19% 15,072 SH
28 ISHARES TR SGOV 46436E718 $7.7M 1.18% 76,269 SH
29 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.7M 1.18% 15,291 SH
30 JACOBS SOLUTIONS INC J 46982L108 $7.4M 1.14% 58,826 SH
31 MONSTER BEVERAGE CORP NEW MNST 61174X109 $7.4M 1.14% 77,024 SH
32 WABTEC WAB 929740108 $7.3M 1.13% 27,202 SH
33 BANK OF AMER CORP BAC 060505104 $7.1M 1.09% 124,731 SH
34 MERCK & CO INC MRK 58933Y105 $7.1M 1.09% 55,200 SH
35 VANGUARD WORLD FD VFH 92204A405 $6.9M 1.06% 52,142 SH
36 VANGUARD WORLD FD VOX 92204A884 $6.8M 1.05% 37,098 SH
37 WELLS FARGO & CO WFC 949746101 $6.8M 1.05% 82,387 SH
38 D R HORTON INC DHI 23331A109 $6.8M 1.04% 41,670 SH
39 PAYPAL HLDGS INC PYPL 70450Y103 $6.7M 1.03% 155,321 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $6.5M 1.01% 6,987 SH
41 COPART INC CPRT 217204106 $6.4M 0.99% 227,300 SH
42 TEXAS INSTRS INC TXN 882508104 $5.9M 0.91% 19,776 SH
43 ADOBE INC ADBE 00724F101 $5.9M 0.90% 28,564 SH
44 TESLA INC TSLA 88160R101 $5.8M 0.89% 13,731 SH
45 KKR & CO INC KKR 48251W104 $5.7M 0.88% 62,269 SH
46 GARMIN LTD GRMN H2906T109 $5.6M 0.87% 23,765 SH
47 TYSON FOODS INC TSN 902494103 $5.5M 0.85% 96,328 SH
48 LEIDOS HOLDINGS INC LDOS 525327102 $5.0M 0.77% 48,693 SH
49 VANGUARD WORLD FD VHT 92204A504 $4.9M 0.75% 16,395 SH
50 CONSTELLATION BRANDS INC STZ 21036P108 $4.8M 0.74% 34,585 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $650.3M 125 0001625986-26-000004
2026-03-31 2026-04-13 $580.6M 126 0001625986-26-000003
2025-12-31 2026-02-02 $588.0M 115 0001625986-26-000001
Filer Information
Address
7304 SOUTH YALE AVE
TULSA, OK 74136
Phone
(918) 492-4209
Filing Manager
Gibraltar Capital Management, Inc.
TULSA, OK
Signatory
Bret Breibeck
Compliance Officer