Guilbault Capital LLC

Wealth advisor Mechanical CIK 2134737
Long book
$91.3M
Q1 2026
Positions
67
Top-10 weight
55%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
18%
of book per quarter

Strategy in plain words

auto-generated from filings

Guilbault Capital LLC is a wealth-management firm allocating client money, running a $91.3M US long book across 67 positions.

The portfolio is concentrated: the top 10 names carry 55% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: PACER US CASH COWS 100 ETF, VANECK MORNINGSTAR WIDE MOAT, GLOBAL X US INFRASTRUCTURE, PACER US LRG CAP COWS GR LD, FIRST TRUST RISING DIVIDEND.

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
+0.6%
Q1 2026
+9.0%

Sector allocation

Technology
23%
Industrials
18%
Consumer staples
12%
Other
12%
Healthcare
10%
Energy
7%
Financials
6%
Consumer discretionary
5%

Long book by quarter

$89.3M
Q4 2025
$91.3M
Q1 2026

What does Guilbault Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
UNP UNION PACIFIC CORPIndustrials17.6K$4.3M4.7%Held
BXSL BLACKSTONE SECURED LENDING F93.8K$2.2M2.4%+37.1%
GOOGL ALPHABET INC-CL ATechnology6.1K$1.8M1.9%-6.1%
AMZN AMAZON.COM INCConsumer discretionary7.8K$1.6M1.8%-0.6%
KO COCA-COLA CO/THEConsumer staples19.9K$1.5M1.7%-0.6%
META META PLATFORMS INC-CLASS ATechnology2.4K$1.4M1.5%-5.2%
NOC NORTHROP GRUMMAN CORPTechnology1.9K$1.3M1.4%Held
MEDP MEDPACE HOLDINGS INCHealthcare2.4K$1.2M1.3%-5.7%
IBM INTL BUSINESS MACHINES CORPTechnology4.7K$1.1M1.3%-6.1%
PG PROCTER & GAMBLE CO/THEOther6.8K$979K1.1%+3.2%
CVX CHEVRON CORPEnergy4.6K$959K1.1%Held
SPGI S&P GLOBAL INCServices media2.2K$953K1.0%Held
XOM EXXON MOBIL CORPEnergy5.4K$912K1.0%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples5.2K$862K0.9%Held
AAPL APPLE INCTechnology3.2K$811K0.9%-3.0%
MSFT MICROSOFT CORPTechnology2.1K$780K0.9%+2.2%
MO ALTRIA GROUP INCConsumer staples9.9K$654K0.7%Held
HII HUNTINGTON INGALLS INDUSTRIEIndustrials1.7K$637K0.7%Held
ALL ALLSTATE CORPFinancials3.0K$628K0.7%Held
JNJ JOHNSON & JOHNSONHealthcare2.5K$619K0.7%-1.6%
ABBV ABBVIE INCHealthcare2.7K$577K0.6%-1.8%
ETON ETON PHARMACEUTICALS INCHealthcare23.2K$573K0.6%Held
JPM JPMORGAN CHASE & COFinancials1.9K$548K0.6%-2.9%
MS MORGAN STANLEYFinancials3.1K$512K0.6%Held
LYB LYONDELLBASELL INDU-CL AOther6.0K$483K0.5%-6.0%
CTVA CORTEVA INCConsumer staples5.7K$480K0.5%Held
JXN JACKSON FINANCIAL INC-AFinancials3.8K$406K0.4%+17.9%
PEP PEPSICO INCConsumer staples2.6K$402K0.4%+2.7%
MELI MERCADOLIBRE INCServices media224$387K0.4%-43.4%
JCI JOHNSON CONTROLS INTERNATIONIndustrials3.0K$387K0.4%-11.3%
Q QNITY ELECTRONICS INCTechnology2.9K$331K0.4%Held
OKE ONEOK INCUtilities3.6K$329K0.4%Held
MPC MARATHON PETROLEUM CORPEnergy1.2K$290K0.3%New
RTX RTX CORPIndustrials1.4K$264K0.3%Held
DD DUPONT DE NEMOURS INCMaterials5.7K$263K0.3%Held
ENSG ENSIGN GROUP INC/THEHealthcare1.2K$246K0.3%-37.4%
DOW DOW INCMaterials5.7K$239K0.3%New
NSC NORFOLK SOUTHERN CORPIndustrials827$237K0.3%New
ETR ENTERGY CORPUtilities2.0K$225K0.2%New
VLO VALERO ENERGY CORPEnergy904$223K0.2%New
OBDC BLUE OWL CAPITAL CORP19.5K$216K0.2%+77.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202667$91.3M canonicalSEC ↗
Q4 202513F-HRMay 14, 202662$89.3M canonicalSEC ↗