Gambit Capital Management, LLC

Wealth advisor Mechanical CIK 2107464
League rank
#273
in Wealth advisor · #1832 overall
Long book
$139.5M
Q1 2026
Positions
87
Top-10 weight
60%
concentration
Last quarter
+14.4%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

Gambit Capital Management, LLC is a wealth-management firm allocating client money, running a $139.5M US long book across 87 positions.

The portfolio is concentrated: the top 10 names carry 60% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ELI LILLY & CO, VANGUARD S&P 500 ETF, SS SPDR S&P 500 ETF TRUST-US, STE STR SPDR PT S&P 500 ETF, SCHWAB US LARGE-CAP ETF.

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
Q4 2025
-4.9%
Q1 2026
+14.4%

Sector allocation

Healthcare
57%
Technology
19%
Financials
9%
Consumer discretionary
6%
Services media
4%
Industrials
4%
Energy
1%
Materials
0%

Long book by quarter

$139.8M
Q4 2025
$139.5M
Q1 2026

What does Gambit Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LLY ELI LILLY & COHealthcare26.0K$23.9M17.1%+5.8%
AAPL APPLE INCTechnology9.2K$2.3M1.7%-3.7%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.3K$2.1M1.5%-1.9%
MSFT MICROSOFT CORPTechnology4.7K$1.7M1.2%+0.3%
AMZN AMAZON.COM INCConsumer discretionary6.0K$1.3M0.9%+18.3%
GOOGL ALPHABET INC-CL ATechnology4.3K$1.2M0.9%-6.6%
NVDA NVIDIA CORPTechnology7.1K$1.2M0.9%-4.6%
JPM JPMORGAN CHASE & COFinancials3.7K$1.1M0.8%-2.3%
APG API GROUP CORPServices media22.9K$926K0.7%-6.2%
COST COSTCO WHOLESALE CORPConsumer discretionary673$671K0.5%-5.9%
META META PLATFORMS INC-CLASS ATechnology998$571K0.4%-14.0%
SCHW SCHWAB (CHARLES) CORPFinancials5.9K$554K0.4%+0.2%
ABBV ABBVIE INCHealthcare2.5K$552K0.4%-2.5%
TSLA TESLA INCIndustrials1.4K$519K0.4%-4.2%
AVGO BROADCOM INCTechnology1.6K$498K0.4%-5.9%
JNJ JOHNSON & JOHNSONHealthcare1.9K$475K0.3%-33.8%
GOOG ALPHABET INC-CL CTechnology1.6K$465K0.3%Held
NFLX NETFLIX INCServices media4.5K$435K0.3%-3.6%
NUE NUCOR CORPIndustrials2.5K$417K0.3%Held
V VISA INC-CLASS A SHARESServices media1.3K$393K0.3%-20.2%
RTX RTX CORPIndustrials1.7K$329K0.2%+0.8%
WMT WALMART INCConsumer discretionary2.5K$308K0.2%-18.1%
ORCL ORACLE CORPTechnology2.0K$288K0.2%-4.1%
XOM EXXON MOBIL CORPEnergy1.6K$266K0.2%-21.1%
MA MASTERCARD INC - AServices media516$258K0.2%-18.6%
CAH CARDINAL HEALTH INCConsumer discretionary1.2K$255K0.2%-13.8%
ABT ABBOTT LABORATORIESHealthcare2.5K$254K0.2%-6.5%
IBM INTL BUSINESS MACHINES CORPTechnology1.0K$252K0.2%-1.4%
LRCX LAM RESEARCH CORPIndustrials1.2K$250K0.2%-27.8%
CBOE CBOE GLOBAL MARKETS INCFinancials785$221K0.2%-7.0%
FERG FERGUSON ENTERPRISES INCConsumer discretionary921$215K0.2%-10.9%
MMM 3M COHealthcare1.5K$213K0.2%-5.8%
UNP UNION PACIFIC CORPIndustrials846$205K0.1%-17.6%
PCT PURECYCLE TECHNOLOGIES INCMaterials19.2K$100K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202690$145.2M canonicalSEC ↗
Q4 202513F-HRFeb 6, 2026133$139.8M canonicalSEC ↗