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  Name: Gimbal Financial
  City: CARMEL
  State: IN
  Zip: 46032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,172,000
  Total Value Change : $22,455,000
  Securities Held Change : 5
   
All Securities Held : 46
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 14
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TXN)1 Year Chart         TXN Texas Instruments Inc 16 - $199.20 $946,000 5,431 0.77% 20,000 0 0.001    Semiconductor- Broad...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 20 - $252.73 $630,000 2,548 0.52% 61,000 0 0.005    Closed - End Fund - E...
   (HON)1 Year Chart         HON Honeywell International Inc 25 - $204.62 $446,000 2,171 0.37% -9,000 0 0    Conglomerates
   (HD)1 Year Chart         HD Home Depot Inc 26 - $337.82 $443,000 1,154 0.36% 43,000 0 0    Home Improvement Stores
   (CLMT)1 Year Chart         CLMT Calumet Specialty Products ... 28 - $15.69 $402,000 27,045 0.33% -81,000 0 0.035    Oil & Gas Refining, P...
   (INTC)1 Year Chart         INTC Intel Corp 29 - $32.10 $393,000 8,901 0.32% -54,000 0 0    Semiconductor- Broad...
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 32 - $0.00 $323,000 11,220 0.26% 34,000 0 0.012    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 34 - $94.39 $289,000 3,210 0.24% 33,000 0 0    Personal Products
   (AMGN)1 Year Chart         AMGN Amgen Inc 35 - $314.54 $285,000 1,002 0.23% -4,000 0 0    Biotechnology
   (EMR)1 Year Chart         EMR Emerson Electric Co 36 - $113.70 $269,000 2,374 0.22% 38,000 0 0    Industrial Electrical...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 37 - $0.00 $267,000 8,217 0.22% 22,000 0 0.001    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 38 - $147.59 $265,000 1,785 0.22% -16,000 0 0    AirDelivery & Freight...
   (KO)1 Year Chart         KO Coca-Cola Co 43 - $62.57 $220,000 3,588 0.18% 9,000 0 0    Beverage Soft Drinks...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 44 - $102.84 $217,000 2,243 0.18% -9,000 0 0    Drug Manufacturers - ...
      14 Records Found
  1    
Page 1 of 1
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