Gibraltar Capital Management, Inc. logo

Gibraltar Capital Management, Inc.

RIA/WealthValue

Gibraltar Capital Management, Inc. is a Value-focused institution based in Tulsa, OK led by Mccrary Oliver Lowe, reporting $840.6M in AUM as of Q3 2025 with 42% ETF concentration.

PresidentMccrary Oliver Lowe
Portfolio Value
$556.9M
Positions
112
Top Holding
VB at 12.75%
Last Reported
Q3 2025
Address7304 S. Yale Avenue, Tulsa, OK, 74136, United States

Top Holdings

Largest long holdings in Gibraltar Capital Management, Inc.'s portfolio (37.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$71.0M
12.75%
-$41.0M
Sold
279.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$20.1M
3.62%
+$340.2K
Bought
0.00%
79.1K shares
Software - Infrastructure
Technology
$19.3M
3.47%
-$1.0M
Sold
0.00%
37.3K shares
ETF
ETF
$16.9M
3.04%
-$418.8K
Sold
167.9K shares
Internet Content & Information
Communication Services
$16.7M
3.00%
-$1.3M
Sold
0.00%
68.7K shares
ETF
ETF
$16.6M
2.98%
-$195.3K
Sold
50.6K shares
ETF
ETF
$16.0M
2.87%
-$138.1K
Sold
21.4K shares
ETF
ETF
$11.6M
2.08%
-$70.6M
Sold
37.7K shares
ETF
ETF
$11.5M
2.07%
+$59.0K
Bought
155.2K shares
ETF
ETF
$11.4M
2.04%
-$34.6M
Sold
38.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Gibraltar Capital Management, Inc.'s latest filing

See all changes
Market Value
$556.9M
Prior: $511.6M
Q/Q Change
+8.86%
+$45.3M
Net Flows % of MV
-26.14%
Turnover Ratio
18.56%
New Purchases
9 stocks
$27.6M
Added To
25 stocks
+$3.0M
Sold Out Of
6 stocks
$1.5M
Reduced Holdings
43 stocks
-$174.6M

Increased Positions

PositionShares Δ
New
2
ASML
ASML
ASML
New
New
4
Wabtec logo
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Gibraltar Capital Management, Inc.

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Sector Allocation

ETF: 41.60%ETFTechnology: 17.80%TechnologyFinancial Services: 8.60%Financial ServicesIndustrials: 6.40%Consumer Defensive: 6.20%Energy: 5.00%Healthcare: 4.80%Consumer Cyclical: 4.80%Communication Services: 3.10%Basic Materials: 0.10%
ETF
41.60%
Technology
17.80%
Financial Services
8.60%
Industrials
6.40%
Consumer Defensive
6.20%
Energy
5.00%
Healthcare
4.80%
Consumer Cyclical
4.80%
Communication Services
3.10%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 23.85%Mega Cap (> $200B)Large Cap ($10B - $200B): 30.83%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.30%Small Cap ($300M - $2B): 0.17%N/A (ETF or Unknown): 42.85%N/A (ETF or Unknown)
Mega Cap (> $200B)
23.85%
Large Cap ($10B - $200B)
30.83%
Mid Cap ($2B - $10B)
2.30%
Small Cap ($300M - $2B)
0.17%
N/A (ETF or Unknown)
42.85%

Portfolio Concentration

Top 10 Holdings %
37.92%
Top 20 Holdings %
53.46%
Top 50 Holdings %
86.54%
Top 100 Holdings %
99.43%

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