FreeGulliver

NEW ORLEANS, LAfiles as FreeGulliver LLC

$284m in 123 US stocks at the end of 30 June 2026. The top 10 are 67.1% of the money. It changed about 11.4% of the portfolio this quarter.

Value

$284m

Stocks

123

Top 10 share

67.1%

Turnover

11.4%

What changed this quarter

New

Bought for the first time this quarter.

Tema ETF TrustVOLT
0.6% of the fund
Applied DigitalAPLD
0.3% of the fund
Doubleline ETF TrustDCRE
0.3% of the fund
Vaneck FDSNODE
0.3% of the fund
Goldman Sachs BDCGSBD
0.2% of the fund
Barings BDCBBDC
0.2% of the fund
InfleqtionINFQ
0.1% of the fund
Rocket LabRKLB
0.1% of the fund
Invesco QQQ TRQQQ
0.1% of the fund
Vanguard MUN BD FDSVCRM
0.1% of the fund
ExxonMobil HoldingsXOM
0.1% of the fund
Firefly AerospaceFLY
0.1% of the fund
ARM HoldingsARM
0.1% of the fund
Venture GlobalVG
0.1% of the fund
KLAKLAC
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
Principal Exchange Traded FDPSC
<0.1% of the fund
Spdr Series TrustSPSM
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Bank of AmericaBAC
<0.1% of the fund
PfizerPFE
<0.1% of the fund
AtaiBeckleyATAI
<0.1% of the fund
Starling OncologySTLN
<0.1% of the fund

Added

Bought more of a stock they already held.

Goldman Sachs ETF TRGSST
7.7% of the fund
+44%
Schwab Strategic TRSCHK
6.1% of the fund
+229%
Invesco Exchange Traded FD TXMMO
5.2% of the fund
+16%
Capital Group Dividend ValueCGDV
4.1% of the fund
+5%
State STR Spdr S&P 500 ETF TSPY
3.4% of the fund
+39%
Vanguard Index FDSVO
1.5% of the fund
+3%
Dimensional ETF TrustDFAU
1.3% of the fund
+10%
MicrosoftMSFT
0.7% of the fund
+20%
Pimco ETF TRMUNI
0.2% of the fund
+158%
Vanguard Specialized FundsVIG
0.2% of the fund
+9%
Ishares TRMUB
0.2% of the fund
+7%
Schwab Strategic TRSCHA
0.1% of the fund
+5%
Vici PropertiesVICI
0.1% of the fund
+4%
Lockheed MartinLMT
0.1% of the fund
+7%
McDonald'sMCD
<0.1% of the fund
+29%
BlackstoneBX
<0.1% of the fund
+3%
1stdibs.comDIBS
<0.1% of the fund
+21%
Blue Owl CapitalOBDC
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRIWL
13.7% of the fund
-3%
First TR Exchng Traded FD VIBUFG
2.5% of the fund
-5%
Ishares TRIEF
1.4% of the fund
-9%
AppleAAPL
1.3% of the fund
-9%
Vanguard Whitehall FDSVIGI
1.1% of the fund
-50%
NvidiaNVDA
1.1% of the fund
-11%
Ishares TRIGEB
0.8% of the fund
-6%
AlphabetGOOGL
0.7% of the fund
-9%
Amazon.comAMZN
0.6% of the fund
-9%
BroadcomAVGO
0.6% of the fund
-10%
Ishares U S ETF TRNEAR
0.5% of the fund
-11%
AlphabetGOOG
0.4% of the fund
-12%
Spdr Series TrustSPYG
0.4% of the fund
-6%
Micron TechnologyMU
0.3% of the fund
-10%
Pimco ETF TRBILZ
0.3% of the fund
-39%
Berkshire HathawayBRK-B
0.3% of the fund
-8%
VisaV
0.3% of the fund
-3%
TeslaTSLA
0.2% of the fund
-11%
Eli LillyLLY
0.2% of the fund
-11%
First TR Exchange-Traded FDFIW
0.2% of the fund
-25%
IntelINTC
0.2% of the fund
-6%
Advanced Micro DevicesAMD
0.2% of the fund
-8%
Meta PlatformsMETA
0.2% of the fund
-27%
WalmartWMT
0.2% of the fund
-15%
General ElectricGE
0.2% of the fund
-8%

Sold out

Sold their entire stake.

Pimco ETF TRMINT
-100%
ExxonMobil HoldingsXOM
-100%
America Movil SAB de CVAMX
-100%
Schwab Strategic TRSCHD
-100%
MastercardMA
-100%
NetflixNFLX
-100%
Ishares TRLQD
-100%
Qnity ElectronicsQ
-100%
NextEra EnergyNEE
-100%
RTXRTX
-100%
MerckMRK
-100%
International Business MachinesIBM
-100%
TJX CompaniesTJX
-100%
Uber TechnologiesUBER
-100%
ClarivateCLVT
-100%

Holdings

JPMorgan ChaseJPM
Share
18.4%
Value
$52m
Shares
159,102
Held
Ishares TRIWL
Share
13.7%
Value
$39m
Shares
209,733
-3%
Goldman Sachs ETF TRGSST
Share
7.7%
Value
$22m
Shares
429,980
+44%
Schwab Strategic TRSCHK
Share
6.1%
Value
$17m
Shares
483,033
+229%
Invesco Exchange Traded FD TXMMO
Share
5.2%
Value
$15m
Shares
86,510
+16%
Capital Group Dividend ValueCGDV
Share
4.1%
Value
$12m
Shares
236,927
+5%
State STR Spdr S&P 500 ETF TSPY
Share
3.4%
Value
$10m
Shares
12,791
+39%
Spdr Series TrustSPTM
Share
3.2%
Value
$9m
Shares
98,799
Held
First TR Exchng Traded FD VIBUFR
Share
2.9%
Value
$8m
Shares
228,879
Held
First TR Exchng Traded FD VIBUFG
Share
2.5%
Value
$7m
Shares
240,658
-5%
Vanguard Index FDSVTI
Share
2.3%
Value
$7m
Shares
17,690
Held
Spdr Gold TRGLD
Share
1.6%
Value
$4m
Shares
12,157
Held
Vanguard Index FDSVO
Share
1.5%
Value
$4m
Shares
54,239
+3%
Ishares TRIEF
Share
1.4%
Value
$4m
Shares
41,000
-9%
Dimensional ETF TrustDFAU
Share
1.3%
Value
$4m
Shares
71,843
+10%
AppleAAPL
Share
1.3%
Value
$4m
Shares
12,505
-9%
Vanguard Whitehall FDSVIGI
Share
1.1%
Value
$3m
Shares
34,046
-50%
NvidiaNVDA
Share
1.1%
Value
$3m
Shares
15,374
-11%
Ishares TRIGEB
Share
0.8%
Value
$2m
Shares
51,784
-6%
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
5,540
+20%
AlphabetGOOGL
Share
0.7%
Value
$2m
Shares
5,712
-9%
Coca-ColaKO
Share
0.7%
Value
$2m
Shares
22,825
Held
Tema ETF TrustVOLT
Share
0.6%
Value
$2m
Shares
41,592
New
Amazon.comAMZN
Share
0.6%
Value
$2m
Shares
7,244
-9%
Spdr Index SHS FDSSPDW
Share
0.6%
Value
$2m
Shares
33,523
Held
BroadcomAVGO
Share
0.6%
Value
$2m
Shares
4,244
-10%
Pimco ETF TRPYLD
Share
0.5%
Value
$1m
Shares
54,624
Held
Ishares U S ETF TRNEAR
Share
0.5%
Value
$1m
Shares
27,867
-11%
Vanguard BD Index FDSBIV
Share
0.5%
Value
$1m
Shares
17,889
Held
John Hancock Exchange TradedJHMM
Share
0.4%
Value
$1m
Shares
16,632
Held
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
3,439
-12%
Vanguard Index FDSVOO
Share
0.4%
Value
$1m
Shares
1,674
Held
Vanguard Index FDSVB
Share
0.4%
Value
$1m
Shares
3,621
Held
Spdr Series TrustSPYG
Share
0.4%
Value
$1m
Shares
8,776
-6%
Applied DigitalAPLD
Share
0.3%
Value
$932,500
Shares
25,000
New
Business First BancsharesBFST
Share
0.3%
Value
$922,330
Shares
30,014
Held
Micron TechnologyMU
Share
0.3%
Value
$828,780
Shares
718
-10%
Spdr Series TrustSPYM
Share
0.3%
Value
$828,607
Shares
9,429
Held
Doubleline ETF TrustDCRE
Share
0.3%
Value
$822,405
Shares
15,875
New
Pimco ETF TRBILZ
Share
0.3%
Value
$803,302
Shares
7,959
-39%
Innovator Etfs TrustPFEB
Share
0.3%
Value
$787,654
Shares
18,292
Held
Vaneck FDSNODE
Share
0.3%
Value
$775,285
Shares
17,895
New
Berkshire HathawayBRK-B
Share
0.3%
Value
$735,073
Shares
1,469
-8%
VisaV
Share
0.3%
Value
$709,735
Shares
2,069
-3%
TeslaTSLA
Share
0.2%
Value
$707,870
Shares
1,683
-11%
Goldman Sachs BDCGSBD
Share
0.2%
Value
$688,836
Shares
72,662
New
Eli LillyLLY
Share
0.2%
Value
$684,875
Shares
571
-11%
Pimco ETF TRMUNI
Share
0.2%
Value
$679,490
Shares
12,918
+158%
First TR Exchange-Traded FDFIW
Share
0.2%
Value
$663,801
Shares
6,061
-25%
Barings BDCBBDC
Share
0.2%
Value
$633,965
Shares
74,409
New
IntelINTC
Share
0.2%
Value
$612,417
Shares
4,386
-6%
Advanced Micro DevicesAMD
Share
0.2%
Value
$608,213
Shares
1,047
-8%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$592,201
Shares
2,503
+9%
Wisdomtree TRDGRW
Share
0.2%
Value
$569,624
Shares
5,957
Held
Meta PlatformsMETA
Share
0.2%
Value
$567,233
Shares
1,007
-27%
WalmartWMT
Share
0.2%
Value
$493,927
Shares
4,361
-15%
Sun Life FinancialSLF
Share
0.2%
Value
$464,560
Shares
5,924
Held
General ElectricGE
Share
0.2%
Value
$464,546
Shares
1,243
-8%
Invesco Actvely Mngd ETC FDPDBC
Share
0.2%
Value
$464,093
Shares
29,225
-40%
Ishares TRIWP
Share
0.2%
Value
$459,511
Shares
3,139
Held
Vanguard World FDVDE
Share
0.2%
Value
$456,695
Shares
3,042
Held
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$452,143
Shares
8,732
Held
OracleORCL
Share
0.2%
Value
$446,538
Shares
3,047
-10%
Ishares TRMUB
Share
0.2%
Value
$438,619
Shares
4,076
+7%
Johnson & JohnsonJNJ
Share
0.2%
Value
$437,082
Shares
1,721
-10%
InfleqtionINFQ
Share
0.1%
Value
$420,113
Shares
31,540
New
AIM ETF Products TrustOCTW
Share
0.1%
Value
$406,564
Shares
9,938
Held
Rocket LabRKLB
Share
0.1%
Value
$400,399
Shares
3,939
New
Applied MaterialsAMAT
Share
0.1%
Value
$395,481
Shares
547
-10%
KKRKKR
Share
0.1%
Value
$394,078
Shares
4,294
Held
Cisco SystemsCSCO
Share
0.1%
Value
$387,735
Shares
3,301
-6%
GE VernovaGEV
Share
0.1%
Value
$385,354
Shares
328
-7%
Lam ResearchLRCX
Share
0.1%
Value
$373,530
Shares
862
-10%
Schwab Strategic TRSCHA
Share
0.1%
Value
$369,971
Shares
10,240
+5%
Invesco QQQ TRQQQ
Share
0.1%
Value
$362,789
Shares
493
New
Vanguard MUN BD FDSVCRM
Share
0.1%
Value
$359,080
Shares
4,700
New
Vanguard Index FDSVV
Share
0.1%
Value
$348,725
Shares
1,014
Held
Costco WholesaleCOST
Share
0.1%
Value
$343,317
Shares
367
-28%
Innovator Etfs TrustKSEP
Share
0.1%
Value
$342,595
Shares
11,108
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$336,741
Shares
2,463
New
Firefly AerospaceFLY
Share
0.1%
Value
$334,454
Shares
11,376
New
CaterpillarCAT
Share
0.1%
Value
$332,249
Shares
312
-8%
MetLifeMET
Share
0.1%
Value
$329,302
Shares
3,892
Held
Vanguard World FDMGK
Share
0.1%
Value
$322,630
Shares
3,670
Held
Vici PropertiesVICI
Share
0.1%
Value
$317,614
Shares
11,963
+4%
ChevronCVX
Share
0.1%
Value
$313,618
Shares
1,892
-8%
AIM ETF Products TrustMARW
Share
0.1%
Value
$313,324
Shares
8,677
Held
Lockheed MartinLMT
Share
0.1%
Value
$311,280
Shares
611
+7%
ARM HoldingsARM
Share
0.1%
Value
$303,157
Shares
855
New
Innovator Etfs TrustDDTS
Share
0.1%
Value
$301,364
Shares
13,388
Held
Hancock WhitneyHWC
Share
0.1%
Value
$299,777
Shares
4,012
Held
Venture GlobalVG
Share
0.1%
Value
$291,895
Shares
26,226
New
AbbVieABBV
Share
0.1%
Value
$285,611
Shares
1,135
-13%
KLAKLAC
Share
<0.1%
Value
$283,607
Shares
940
New
McDonald'sMCD
Share
<0.1%
Value
$273,283
Shares
1,011
+29%
Palantir TechnologiesPLTR
Share
<0.1%
Value
$268,924
Shares
2,305
-7%
Texas Pacific LandTPL
Share
<0.1%
Value
$268,273
Shares
613
Held
CitigroupC
Share
<0.1%
Value
$262,845
Shares
1,878
Held
Walt DisneyDIS
Share
<0.1%
Value
$258,624
Shares
2,687
-2%
GlobalstarGSAT
Share
<0.1%
Value
$243,870
Shares
3,000
-77%

Company	Share of fund	Value	Shares	Change
JPMorgan ChaseJPM	18.4%	$52m	159,102	Held
Ishares TRIWL	13.7%	$39m	209,733	-3%
Goldman Sachs ETF TRGSST	7.7%	$22m	429,980	+44%
Schwab Strategic TRSCHK	6.1%	$17m	483,033	+229%
Invesco Exchange Traded FD TXMMO	5.2%	$15m	86,510	+16%
Capital Group Dividend ValueCGDV	4.1%	$12m	236,927	+5%
State STR Spdr S&P 500 ETF TSPY	3.4%	$10m	12,791	+39%
Spdr Series TrustSPTM	3.2%	$9m	98,799	Held
First TR Exchng Traded FD VIBUFR	2.9%	$8m	228,879	Held
First TR Exchng Traded FD VIBUFG	2.5%	$7m	240,658	-5%
Vanguard Index FDSVTI	2.3%	$7m	17,690	Held
Spdr Gold TRGLD	1.6%	$4m	12,157	Held
Vanguard Index FDSVO	1.5%	$4m	54,239	+3%
Ishares TRIEF	1.4%	$4m	41,000	-9%
Dimensional ETF TrustDFAU	1.3%	$4m	71,843	+10%
AppleAAPL	1.3%	$4m	12,505	-9%
Vanguard Whitehall FDSVIGI	1.1%	$3m	34,046	-50%
NvidiaNVDA	1.1%	$3m	15,374	-11%
Ishares TRIGEB	0.8%	$2m	51,784	-6%
MicrosoftMSFT	0.7%	$2m	5,540	+20%
AlphabetGOOGL	0.7%	$2m	5,712	-9%
Coca-ColaKO	0.7%	$2m	22,825	Held
Tema ETF TrustVOLT	0.6%	$2m	41,592	New
Amazon.comAMZN	0.6%	$2m	7,244	-9%
Spdr Index SHS FDSSPDW	0.6%	$2m	33,523	Held
BroadcomAVGO	0.6%	$2m	4,244	-10%
Pimco ETF TRPYLD	0.5%	$1m	54,624	Held
Ishares U S ETF TRNEAR	0.5%	$1m	27,867	-11%
Vanguard BD Index FDSBIV	0.5%	$1m	17,889	Held
John Hancock Exchange TradedJHMM	0.4%	$1m	16,632	Held
AlphabetGOOG	0.4%	$1m	3,439	-12%
Vanguard Index FDSVOO	0.4%	$1m	1,674	Held
Vanguard Index FDSVB	0.4%	$1m	3,621	Held
Spdr Series TrustSPYG	0.4%	$1m	8,776	-6%
Applied DigitalAPLD	0.3%	$932,500	25,000	New
Business First BancsharesBFST	0.3%	$922,330	30,014	Held
Micron TechnologyMU	0.3%	$828,780	718	-10%
Spdr Series TrustSPYM	0.3%	$828,607	9,429	Held
Doubleline ETF TrustDCRE	0.3%	$822,405	15,875	New
Pimco ETF TRBILZ	0.3%	$803,302	7,959	-39%
Innovator Etfs TrustPFEB	0.3%	$787,654	18,292	Held
Vaneck FDSNODE	0.3%	$775,285	17,895	New
Berkshire HathawayBRK-B	0.3%	$735,073	1,469	-8%
VisaV	0.3%	$709,735	2,069	-3%
TeslaTSLA	0.2%	$707,870	1,683	-11%
Goldman Sachs BDCGSBD	0.2%	$688,836	72,662	New
Eli LillyLLY	0.2%	$684,875	571	-11%
Pimco ETF TRMUNI	0.2%	$679,490	12,918	+158%
First TR Exchange-Traded FDFIW	0.2%	$663,801	6,061	-25%
Barings BDCBBDC	0.2%	$633,965	74,409	New
IntelINTC	0.2%	$612,417	4,386	-6%
Advanced Micro DevicesAMD	0.2%	$608,213	1,047	-8%
Vanguard Specialized FundsVIG	0.2%	$592,201	2,503	+9%
Wisdomtree TRDGRW	0.2%	$569,624	5,957	Held
Meta PlatformsMETA	0.2%	$567,233	1,007	-27%
WalmartWMT	0.2%	$493,927	4,361	-15%
Sun Life FinancialSLF	0.2%	$464,560	5,924	Held
General ElectricGE	0.2%	$464,546	1,243	-8%
Invesco Actvely Mngd ETC FDPDBC	0.2%	$464,093	29,225	-40%
Ishares TRIWP	0.2%	$459,511	3,139	Held
Vanguard World FDVDE	0.2%	$456,695	3,042	Held
Spdr Index SHS FDSSPEM	0.2%	$452,143	8,732	Held
OracleORCL	0.2%	$446,538	3,047	-10%
Ishares TRMUB	0.2%	$438,619	4,076	+7%
Johnson & JohnsonJNJ	0.2%	$437,082	1,721	-10%
InfleqtionINFQ	0.1%	$420,113	31,540	New
AIM ETF Products TrustOCTW	0.1%	$406,564	9,938	Held
Rocket LabRKLB	0.1%	$400,399	3,939	New
Applied MaterialsAMAT	0.1%	$395,481	547	-10%
KKRKKR	0.1%	$394,078	4,294	Held
Cisco SystemsCSCO	0.1%	$387,735	3,301	-6%
GE VernovaGEV	0.1%	$385,354	328	-7%
Lam ResearchLRCX	0.1%	$373,530	862	-10%
Schwab Strategic TRSCHA	0.1%	$369,971	10,240	+5%
Invesco QQQ TRQQQ	0.1%	$362,789	493	New
Vanguard MUN BD FDSVCRM	0.1%	$359,080	4,700	New
Vanguard Index FDSVV	0.1%	$348,725	1,014	Held
Costco WholesaleCOST	0.1%	$343,317	367	-28%
Innovator Etfs TrustKSEP	0.1%	$342,595	11,108	Held
ExxonMobil HoldingsXOM	0.1%	$336,741	2,463	New
Firefly AerospaceFLY	0.1%	$334,454	11,376	New
CaterpillarCAT	0.1%	$332,249	312	-8%
MetLifeMET	0.1%	$329,302	3,892	Held
Vanguard World FDMGK	0.1%	$322,630	3,670	Held
Vici PropertiesVICI	0.1%	$317,614	11,963	+4%
ChevronCVX	0.1%	$313,618	1,892	-8%
AIM ETF Products TrustMARW	0.1%	$313,324	8,677	Held
Lockheed MartinLMT	0.1%	$311,280	611	+7%
ARM HoldingsARM	0.1%	$303,157	855	New
Innovator Etfs TrustDDTS	0.1%	$301,364	13,388	Held
Hancock WhitneyHWC	0.1%	$299,777	4,012	Held
Venture GlobalVG	0.1%	$291,895	26,226	New
AbbVieABBV	0.1%	$285,611	1,135	-13%
KLAKLAC	<0.1%	$283,607	940	New
McDonald'sMCD	<0.1%	$273,283	1,011	+29%
Palantir TechnologiesPLTR	<0.1%	$268,924	2,305	-7%
Texas Pacific LandTPL	<0.1%	$268,273	613	Held
CitigroupC	<0.1%	$262,845	1,878	Held
Walt DisneyDIS	<0.1%	$258,624	2,687	-2%
GlobalstarGSAT	<0.1%	$243,870	3,000	-77%

Showing the largest 100 of 123.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.7% since 30 June 2025.

Where the money is

Financial services20.0%

Technology5.8%

Media & telecom1.5%

Retail & consumer1.1%

Everyday goods1.0%

Industrials0.9%

Health care0.8%

Energy0.3%

Utilities0.2%

Real estate0.1%

Materials0.1%

Other68.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.