FreeGulliver LLC
Long book
$237.2M
Q1 2026
Positions
115
Top-10 weight
64%
concentration
Last quarter
+11.6%
SPY +14.8%
Turnover
34%
of book per quarter
Strategy in plain words
auto-generated from filingsFreeGulliver LLC is a wealth-management firm allocating client money, specialised in financials (65% of the long book), running a $237.2M US long book across 115 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: JPMORGAN CHASE & CO, ISHARES RUSSELL TOP 200 ETF, GOLDMAN SACHS ULTRA SHORT BO, INVESCO S&P MIDCAP MOMENTUM, CAP GROUP DIVIDEND VALUE.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+7.0%
Q3 2024
+3.2%
Q4 2024
-0.2%
Q1 2025
+10.2%
Q2 2025
+7.8%
Q3 2025
+3.1%
Q4 2025
-4.6%
Q1 2026
+11.6%
Sector allocation
Financials 63%
Technology 20%
Consumer discretionary 4%
Industrials 3%
Consumer staples 2%
Healthcare 2%
Services media 2%
Energy 1%
Long book by quarter
What does FreeGulliver LLC own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | Financials | 159.7K | $47.0M | 19.8% | -0.3% |
| AAPL APPLE INC | Technology | 13.7K | $3.5M | 1.5% | -7.0% |
| NVDA NVIDIA CORP | Technology | 17.2K | $3.0M | 1.3% | +0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 6.2K | $1.8M | 0.8% | -0.2% |
| KO COCA-COLA CO/THE | Consumer staples | 23.1K | $1.8M | 0.7% | +7.9% |
| MSFT MICROSOFT CORP | Technology | 4.6K | $1.7M | 0.7% | -2.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 7.9K | $1.7M | 0.7% | +1.6% |
| AVGO BROADCOM INC | Technology | 4.7K | $1.5M | 0.6% | -3.5% |
| GOOG ALPHABET INC-CL C | Technology | 3.9K | $1.1M | 0.5% | -3.1% |
| GSAT GLOBALSTAR INC | Communications | 13.0K | $863K | 0.4% | +8.3% |
| BFST BUSINESS FIRST BANCSHARES | Financials | 30.0K | $812K | 0.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 1.4K | $790K | 0.3% | +2.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.6K | $766K | 0.3% | +11.0% |
| TSLA TESLA INC | Industrials | 1.9K | $705K | 0.3% | -4.2% |
| V VISA INC-CLASS A SHARES | Services media | 2.1K | $642K | 0.3% | +4.6% |
| WMT WALMART INC | Consumer discretionary | 5.2K | $641K | 0.3% | -5.2% |
| LLY ELI LILLY & CO | Healthcare | 642 | $590K | 0.2% | +4.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 510 | $508K | 0.2% | +14.3% |
| ORCL ORACLE CORP | Technology | 3.4K | $496K | 0.2% | +5.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.9K | $465K | 0.2% | -4.4% |
| XOM EXXON MOBIL CORP | Energy | 2.7K | $461K | 0.2% | -0.8% |
| CVX CHEVRON CORP | Energy | 2.1K | $427K | 0.2% | +9.0% |
| KKR KKR & CO INC | Financials | 4.3K | $394K | 0.2% | +5.3% |
| GE GENERAL ELECTRIC | Industrials | 1.3K | $382K | 0.2% | +0.5% |
| SLF SUN LIFE FINANCIAL INC | Financials | 5.9K | $371K | 0.2% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.5K | $364K | 0.2% | -1.0% |
| LMT LOCKHEED MARTIN CORP | Industrials | 572 | $346K | 0.1% | Held |
| MA MASTERCARD INC - A | Services media | 666 | $333K | 0.1% | +28.1% |
| GEV GE VERNOVA INC | Industrials | 352 | $307K | 0.1% | +0.6% |
| NFLX NETFLIX INC | Services media | 3.1K | $294K | 0.1% | +32.6% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 619 | $294K | 0.1% | New |
| ABBV ABBVIE INC | Healthcare | 1.3K | $285K | 0.1% | +5.4% |
| MET METLIFE INC | Financials | 3.9K | $275K | 0.1% | -10.6% |
| CSCO CISCO SYSTEMS INC | Technology | 3.5K | $272K | 0.1% | +0.3% |
| MU MICRON TECHNOLOGY INC | Technology | 795 | $269K | 0.1% | +0.8% |
| DIS WALT DISNEY CO/THE | Services media | 2.8K | $265K | 0.1% | -22.3% |
| GILD GILEAD SCIENCES INC | Healthcare | 1.8K | $257K | 0.1% | +1.7% |
| HWC HANCOCK WHITNEY CORP | Financials | 4.0K | $255K | 0.1% | 0.0% |
| Q QNITY ELECTRONICS INC | Technology | 2.2K | $252K | 0.1% | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 6.5K | $248K | 0.1% | New |
| NEE NEXTERA ENERGY INC | Utilities | 2.6K | $244K | 0.1% | New |
| MCD MCDONALD'S CORP | Consumer discretionary | 781 | $243K | 0.1% | New |
| CAT CATERPILLAR INC | Industrials | 340 | $241K | 0.1% | New |
| LIN LINDE PLC | Materials | 481 | $238K | 0.1% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 1.1K | $232K | 0.1% | +3.9% |
| RTX RTX CORP | Industrials | 1.1K | $220K | 0.1% | +1.8% |
| C CITIGROUP INC | Financials | 1.9K | $214K | 0.1% | New |
| MRK MERCK & CO. INC. | Healthcare | 1.8K | $214K | 0.1% | New |
| AMAT APPLIED MATERIALS INC | Technology | 606 | $207K | 0.1% | New |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.2K | $206K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 115 | $237.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 166 | $271.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 98 | $224.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 88 | $219.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 97 | $202.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 93 | $209.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 84 | $168.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 85 | $146.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Aug 13, 2024 | 69 | $112.6M | canonical | SEC ↗ |