🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Gimbel Daniel Scott 13F Filings, Portfolio & Analysis

CIK: 0001867040
Ponte Vedra Beach 130 Corridor Road, P.O. Box 656
Zip Code: 32004
Latest Portfolio Value
$435.08 M
+54.27%
Total Holdings
2
0
Latest Report Date
Q1 2026
Top 10 Concentration
100.00%

Gimbel Daniel Scott — Portfolio Overview & Company Profile

Gimbel Daniel Scott (CIK: 0001867040) is a financial institution headquartered at 130 Corridor Road, P.O. Box 656, , Ponte Vedra Beach, Florida 32004. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $435.08 M, comprising 2 distinct securities. Over its filing history, it has submitted 24 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 100.0%. Quarterly turnover: 0.0%. ▲ 0 new, +0 added, −1 reduced, ×0 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

No buy transactions available for this period

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
+54.27%
$435.08 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
6.24 M $431.99 M 99.29% ▼ 1,000 Reduce 0.0%
32,500 $3.08 M 0.71%

Historical Portfolio Charts