Gerber, LLC

13F filer · CIK 0002014164

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$213MU.S. long equity reported on 13F

Positions669 new · 4 closed

Net flow last quarter+$3.38MBuys minus sells

Top 10 positions weight23.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202666 positions
QQQInvesco QQQ Trust, Series 1	$18.6M	8.73%	Not reported	+0.5%	Q4 2023
NVDANvidia Corp	$7.24M	3.40%	0.00%	0.0%	Q4 2023
AONAon plc	$6.49M	3.05%	0.01%	Not reported	Q2 2024
AAPLApple Inc.	$5.78M	2.72%	0.00%	-1.0%	Q4 2023
INTCIntel Corp	$2.17M	1.02%	0.00%	+0.1%	Q4 2023
WDCWestern Digital Corp	$2.16M	1.02%	0.00%	Not reported	Q4 2023
FRDMFreedom Environmental Services, Inc.	$2.12M	0.99%	Not reported	+15.0%	Q4 2025
JPMJPMorgan Chase & Co	$1.88M	0.88%	0.00%	+0.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.74M	0.82%	0.00%	Not reported	Q4 2023
WORWorthington Enterprises, Inc.	$1.73M	0.81%	0.07%	Not reported	Q4 2023
QTUMQuantum Group Inc	$1.63M	0.77%	Not reported	+142.8%	Q4 2025
MSFTMicrosoft Corp	$1.59M	0.75%	0.00%	+0.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$986K	0.46%	Not reported	Not reported	Q4 2023
FTNTFortinet, Inc.	$983K	0.46%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$968K	0.46%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$913K	0.43%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$847K	0.40%	Not reported	+51.8%	Q4 2023
MOAltria Group, Inc.	$813K	0.38%	0.00%	0.0%	Q4 2023
WSWorthington Steel, Inc.	$810K	0.38%	0.05%	Not reported	Q4 2023
GOOGAlphabet Inc.	$765K	0.36%	Not reported	Not reported	Q4 2023
VLOValero Energy Corp	$701K	0.33%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$698K	0.33%	0.00%	Not reported	Q4 2023
COINCoinbase Global, Inc.	$694K	0.33%	0.00%	-13.3%	Q4 2023
MAMastercard Inc	$645K	0.30%	0.00%	Not reported	Q4 2023
ADIAnalog Devices Inc	$607K	0.29%	0.00%	+0.1%	Q4 2023
GOOGLAlphabet Inc.	$604K	0.28%	0.00%	-0.3%	Q4 2023
CSCOCisco Systems, Inc.	$572K	0.27%	0.00%	0.0%	Q4 2023
MNPRMonopar Therapeutics	$519K	0.24%	0.08%	Not reported	Q4 2023
AMGNAmgen Inc	$494K	0.23%	0.00%	Not reported	Q4 2023
HWMHowmet Aerospace Inc.	$493K	0.23%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$460K	0.22%	0.00%	+0.1%	Q4 2023
JNJJohnson & Johnson	$435K	0.20%	0.00%	+0.1%	Q4 2023
LLYELI LILLY & Co	$408K	0.19%	0.00%	Not reported	Q1 2024
DLRDigital Realty Trust, Inc.	$384K	0.18%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$342K	0.16%	0.00%	-4.2%	Q2 2025
PMPhilip Morris International Inc.	$322K	0.15%	0.00%	+0.1%	Q3 2024
RTXRTX Corp	$319K	0.15%	0.00%	Not reported	Q1 2024
MUMicron Technology Inc	$305K	0.14%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$302K	0.14%	Not reported	Not reported	Q4 2023
HDHome Depot, Inc.	$293K	0.14%	0.00%	+0.1%	Q4 2023
ECLEcolab Inc.	$293K	0.14%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$291K	0.14%	0.00%	+1.6%	Q4 2023
AMATApplied Materials Inc	$282K	0.13%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$279K	0.13%	0.00%	Not reported	Q3 2025
APDAir Products & Chemicals, Inc.	$277K	0.13%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$268K	0.13%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$267K	0.13%	0.00%	Not reported	Q4 2023
SOSouthern Co	$267K	0.13%	0.00%	+0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$262K	0.12%	0.00%	+0.1%	Q1 2024
ACNAccenture plc	$256K	0.12%	0.00%	Not reported	Q4 2023

Q1 2026Reported Apr 22, 202661 positions
QQQInvesco QQQ Trust, Series 1	$14.5M	8.07%	Not reported	+0.8%	Q4 2023
AONAon plc	$6.31M	3.52%	0.01%	Not reported	Q2 2024
NVDANvidia Corp	$6.31M	3.52%	0.00%	+0.7%	Q4 2023
AAPLApple Inc.	$5.12M	2.86%	0.00%	-5.8%	Q4 2023
JPMJPMorgan Chase & Co	$1.68M	0.94%	0.00%	+6.8%	Q4 2023
WORWorthington Enterprises, Inc.	$1.67M	0.93%	0.06%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.58M	0.88%	0.00%	+0.9%	Q4 2023
FRDMFreedom Environmental Services, Inc.	$1.38M	0.77%	Not reported	+16.7%	Q4 2025
COINCoinbase Global, Inc.	$956K	0.53%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$945K	0.53%	Not reported	Not reported	Q4 2023
WDCWestern Digital Corp	$915K	0.51%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$856K	0.48%	0.00%	+0.4%	Q4 2023
ABBVAbbVie Inc.	$789K	0.44%	0.00%	Not reported	Q4 2023
MOAltria Group, Inc.	$745K	0.42%	0.00%	+72.9%	Q4 2023
WSWorthington Steel, Inc.	$732K	0.41%	0.05%	Not reported	Q4 2023
INTCIntel Corp	$685K	0.38%	0.00%	Not reported	Q4 2023
VLOValero Energy Corp	$665K	0.37%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$627K	0.35%	0.00%	+0.6%	Q4 2023
GOOGAlphabet Inc.	$621K	0.35%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$610K	0.34%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$609K	0.34%	0.00%	Not reported	Q4 2023
FTNTFortinet, Inc.	$523K	0.29%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$487K	0.27%	0.00%	+9.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$486K	0.27%	Not reported	+0.4%	Q4 2023
ADIAnalog Devices Inc	$485K	0.27%	0.00%	+0.1%	Q4 2023
AMGNAmgen Inc	$480K	0.27%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$462K	0.26%	0.00%	0.0%	Q4 2023
QTUMQuantum Group Inc	$435K	0.24%	Not reported	+5.7%	Q4 2025
HWMHowmet Aerospace Inc.	$423K	0.24%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$418K	0.23%	0.00%	Not reported	Q4 2023
ACNAccenture plc	$408K	0.23%	0.00%	Not reported	Q4 2023
DLRDigital Realty Trust, Inc.	$386K	0.22%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$378K	0.21%	0.00%	+0.4%	Q4 2023
XOMExxonMobil Holdings Corp	$325K	0.18%	0.00%	Not reported	Q1 2024
RTXRTX Corp	$324K	0.18%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$313K	0.17%	0.00%	Not reported	Q1 2024
MNPRMonopar Therapeutics	$307K	0.17%	0.08%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$307K	0.17%	Not reported	Not reported	Q4 2023
PMPhilip Morris International Inc.	$294K	0.16%	0.00%	+0.1%	Q3 2024
AVGOBroadcom Inc.	$293K	0.16%	0.00%	-1.7%	Q2 2025
EQTEQT Corp	$289K	0.16%	0.00%	+0.3%	Q3 2025
ECLEcolab Inc.	$279K	0.16%	0.00%	Not reported	Q4 2023
APDAir Products & Chemicals, Inc.	$274K	0.15%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$273K	0.15%	0.00%	+0.2%	Q4 2023
SOSouthern Co	$269K	0.15%	0.00%	+0.2%	Q4 2023
DISWalt Disney Co	$268K	0.15%	0.00%	+0.4%	Q4 2023
MRKMerck & Co., Inc.	$250K	0.14%	0.00%	+0.1%	Q4 2023
LOWLowes Companies Inc	$248K	0.14%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$245K	0.14%	0.00%	-6.5%	Q4 2023
TJXTJX Companies Inc	$245K	0.14%	0.00%	New	Q1 2026

Q4 2025Reported Jan 21, 202658 positions
QQQInvesco QQQ Trust, Series 1	$15.3M	8.52%	Not reported	-1.5%	Q4 2023
AONAon plc	$6.9M	3.85%	0.01%	-4.4%	Q2 2024
NVDANvidia Corp	$6.7M	3.74%	0.00%	+0.3%	Q4 2023
AAPLApple Inc.	$5.83M	3.25%	0.00%	-1.8%	Q4 2023
MSFTMicrosoft Corp	$2.04M	1.14%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.73M	0.96%	0.00%	+0.1%	Q4 2023
WORWorthington Enterprises, Inc.	$1.66M	0.92%	0.06%	Not reported	Q4 2023
COINCoinbase Global, Inc.	$1.24M	0.69%	0.00%	-0.7%	Q4 2023
FRDMFreedom Environmental Services, Inc.	$1.11M	0.62%	Not reported	New	Q4 2025
TSLATesla, Inc.	$1.03M	0.57%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$991K	0.55%	Not reported	Not reported	Q4 2023
WSWorthington Steel, Inc.	$835K	0.47%	0.05%	Not reported	Q4 2023
ABBVAbbVie Inc.	$829K	0.46%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$712K	0.40%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$679K	0.38%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$676K	0.38%	0.00%	+0.6%	Q4 2023
AMDAdvanced Micro Devices Inc	$641K	0.36%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$611K	0.34%	0.00%	0.0%	Q4 2023
WDCWestern Digital Corp	$582K	0.32%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$573K	0.32%	0.00%	-2.9%	Q4 2023
ACNAccenture plc	$552K	0.31%	0.00%	Not reported	Q4 2023
FTNTFortinet, Inc.	$508K	0.28%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$507K	0.28%	Not reported	+0.1%	Q4 2023
GOOGLAlphabet Inc.	$486K	0.27%	0.00%	-3.4%	Q4 2023
AMGNAmgen Inc	$447K	0.25%	0.00%	Not reported	Q4 2023
VLOValero Energy Corp	$438K	0.24%	0.00%	Not reported	Q1 2025
QTUMQuantum Group Inc	$420K	0.23%	Not reported	New	Q4 2025
ADIAnalog Devices Inc	$413K	0.23%	0.00%	+0.1%	Q4 2023
MOAltria Group, Inc.	$377K	0.21%	0.00%	0.0%	Q4 2023
HWMHowmet Aerospace Inc.	$376K	0.21%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$374K	0.21%	0.00%	0.0%	Q4 2023
MNPRMonopar Therapeutics	$366K	0.20%	0.08%	Not reported	Q4 2023
LLYELI LILLY & Co	$365K	0.20%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$354K	0.20%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$354K	0.20%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$333K	0.19%	0.00%	Not reported	Q2 2025
DLRDigital Realty Trust, Inc.	$331K	0.18%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$315K	0.18%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$308K	0.17%	0.00%	Not reported	Q1 2024
BACBank of America Corp	$296K	0.17%	0.00%	-15.0%	Q4 2023
HDHome Depot, Inc.	$285K	0.16%	0.00%	+0.1%	Q4 2023
PMPhilip Morris International Inc.	$285K	0.16%	0.00%	+0.1%	Q3 2024
ECLEcolab Inc.	$276K	0.15%	0.00%	Not reported	Q4 2023
FBTCFidelity Wise Origin Bitcoin Fund	$273K	0.15%	0.00%	+2.1%	Q4 2024
LOWLowes Companies Inc	$253K	0.14%	0.00%	-1.5%	Q4 2023
SOSouthern Co	$243K	0.14%	0.00%	+0.2%	Q4 2023
EQTEQT Corp	$243K	0.14%	0.00%	+0.3%	Q3 2025
IBMInternational Business Machines Corp	$241K	0.13%	0.00%	Not reported	Q1 2024
APDAir Products & Chemicals, Inc.	$233K	0.13%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$231K	0.13%	0.00%	Not reported	Q1 2024

Q3 2025Reported Oct 28, 202556 positions
QQQInvesco QQQ Trust, Series 1	$15.2M	9.52%	Not reported	+2.6%	Q4 2023
AONAon plc	$7.29M	4.58%	0.01%	-5.8%	Q2 2024
NVDANvidia Corp	$6.68M	4.20%	0.00%	+3.1%	Q4 2023
AAPLApple Inc.	$5.56M	3.49%	0.00%	-37.2%	Q4 2023
MSFTMicrosoft Corp	$2.19M	1.38%	0.00%	-40.9%	Q4 2023
COINCoinbase Global, Inc.	$1.86M	1.17%	0.00%	Not reported	Q4 2023
WORWorthington Enterprises, Inc.	$1.78M	1.12%	0.06%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$1.69M	1.06%	0.00%	+0.1%	Q4 2023
TSLATesla, Inc.	$1.02M	0.64%	0.00%	+0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$991K	0.62%	Not reported	Not reported	Q4 2023
ORCLOracle Corp	$882K	0.55%	0.00%	-45.1%	Q4 2023
ABBVAbbVie Inc.	$840K	0.53%	0.00%	+5.0%	Q4 2023
WSWorthington Steel, Inc.	$733K	0.46%	0.05%	Not reported	Q4 2023
MAMastercard Inc	$710K	0.45%	0.00%	+6.2%	Q4 2023
AMZNAmazon Com Inc	$639K	0.40%	0.00%	+16.3%	Q4 2023
FTNTFortinet, Inc.	$538K	0.34%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$536K	0.34%	0.00%	0.0%	Q4 2023
GOOGAlphabet Inc.	$527K	0.33%	Not reported	-63.6%	Q4 2023
ACNAccenture plc	$508K	0.32%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$495K	0.31%	Not reported	+0.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$484K	0.30%	0.00%	+9.2%	Q4 2023
VLOValero Energy Corp	$458K	0.29%	0.00%	Not reported	Q1 2025
MNPRMonopar Therapeutics	$457K	0.29%	0.08%	Not reported	Q4 2023
MOAltria Group, Inc.	$431K	0.27%	0.00%	-22.7%	Q4 2023
WDCWestern Digital Corp	$406K	0.26%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$394K	0.25%	Not reported	-67.9%	Q4 2023
GOOGLAlphabet Inc.	$391K	0.25%	0.00%	-48.7%	Q4 2023
AMGNAmgen Inc	$385K	0.24%	0.00%	-5.7%	Q4 2023
ADIAnalog Devices Inc	$374K	0.23%	0.00%	+0.1%	Q4 2023
DLRDigital Realty Trust, Inc.	$370K	0.23%	0.00%	Not reported	Q4 2023
HWMHowmet Aerospace Inc.	$360K	0.23%	0.00%	Not reported	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$350K	0.22%	0.00%	-0.1%	Q4 2024
HDHome Depot, Inc.	$336K	0.21%	0.00%	-59.3%	Q4 2023
CSCOCisco Systems, Inc.	$332K	0.21%	0.00%	-49.0%	Q4 2023
BACBank of America Corp	$327K	0.21%	0.00%	-3.7%	Q4 2023
JNJJohnson & Johnson	$317K	0.20%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$317K	0.20%	0.00%	+20.1%	Q2 2025
DISWalt Disney Co	$317K	0.20%	0.00%	-1.5%	Q4 2023
PMPhilip Morris International Inc.	$288K	0.18%	0.00%	+0.1%	Q3 2024
ECLEcolab Inc.	$288K	0.18%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$281K	0.18%	0.00%	-31.0%	Q1 2024
LOWLowes Companies Inc	$268K	0.17%	0.00%	Not reported	Q4 2023
SOSouthern Co	$263K	0.17%	0.00%	-7.1%	Q4 2023
LLYELI LILLY & Co	$259K	0.16%	0.00%	-6.9%	Q1 2024
APDAir Products & Chemicals, Inc.	$257K	0.16%	0.00%	Not reported	Q4 2023
EQTEQT Corp	$246K	0.15%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$234K	0.15%	0.00%	New	Q3 2025
CATCaterpillar Inc	$232K	0.15%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$229K	0.14%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$216K	0.14%	0.00%	-2.5%	Q1 2024

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