FreeGulliver LLC

13F filer · CIK 0002032561

Reported Aug 11, 2026

13F portfolio value$284MU.S. long equity reported on 13F

Positions76Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight34.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202676 positions
JPMJPMorgan Chase & Co	$52.1M	18.36%	0.01%	Not reported	Q4 2023
SCHKSirona Dental Systems, Inc.	$17.4M	6.14%	0.43%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$9.55M	3.37%	Not reported	Not reported	Q4 2023
GLDSPDR Gold Trust	$4.48M	1.58%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$3.62M	1.28%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$3.08M	1.08%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$2.07M	0.73%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$2.04M	0.72%	0.00%	Not reported	Q1 2024
KOCoca Cola Co	$1.85M	0.65%	0.00%	Not reported	Q4 2023
VOLTVolt Solar Systems, Inc.	$1.74M	0.61%	Not reported	New	Q2 2026
AMZNAmazon Com Inc	$1.73M	0.61%	0.00%	Not reported	Q1 2024
AVGOBroadcom Inc.	$1.6M	0.57%	0.00%	Not reported	Q2 2024
GOOGAlphabet Inc.	$1.22M	0.43%	Not reported	Not reported	Q3 2024
APLDApplied Digital Corp.	$933K	0.33%	0.01%	New	Q2 2026
BFSTBusiness First Bancshares, Inc.	$922K	0.33%	0.10%	New	Q2 2026
MUMicron Technology Inc	$829K	0.29%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$735K	0.26%	Not reported	Not reported	Q2 2024
VVisa Inc.	$710K	0.25%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$708K	0.25%	0.00%	New	Q2 2026
GSBDGoldman Sachs BDC, Inc.	$689K	0.24%	0.06%	New	Q2 2026
LLYELI LILLY & Co	$685K	0.24%	0.00%	Not reported	Q3 2024
BBDCBarings BDC, Inc.	$634K	0.22%	0.07%	New	Q2 2026
INTCIntel Corp	$612K	0.22%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$608K	0.21%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$567K	0.20%	Not reported	Not reported	Q2 2024
WMTWalmart Inc.	$494K	0.17%	0.00%	Not reported	Q3 2024
SLFSun Life Financial Inc	$465K	0.16%	Not reported	Not reported	Q4 2023
GEGeneral Electric Co	$465K	0.16%	0.00%	New	Q2 2026
ORCLOracle Corp	$447K	0.16%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$437K	0.15%	0.00%	New	Q2 2026
INFQInfleqtion, Inc.	$420K	0.15%	0.01%	New	Q2 2026
RKLBRocket Lab Corp	$400K	0.14%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$395K	0.14%	0.00%	New	Q2 2026
KKRKKR & Co. Inc.	$394K	0.14%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$388K	0.14%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$385K	0.14%	0.00%	New	Q2 2026
LRCXLam Research Corp	$374K	0.13%	0.00%	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$363K	0.13%	Not reported	Not reported	Q1 2024
COSTCostco Wholesale Corp	$343K	0.12%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$337K	0.12%	0.00%	Not reported	Q1 2024
FLYFirefly Aerospace Inc.	$334K	0.12%	0.01%	New	Q2 2026
CATCaterpillar Inc	$332K	0.12%	0.00%	New	Q2 2026
METMetlife Inc	$329K	0.12%	0.00%	Not reported	Q4 2023
VICIVici Properties Inc.	$318K	0.11%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$314K	0.11%	0.00%	Not reported	Q2 2024
LMTLockheed Martin Corp	$311K	0.11%	0.00%	Not reported	Q3 2024
ARMArm Holdings PLC	$303K	0.11%	0.00%	New	Q2 2026
HWCHancock Whitney Corp	$300K	0.11%	0.01%	Not reported	Q4 2023
VGVenture Global, Inc.	$292K	0.10%	Not reported	New	Q2 2026
ABBVAbbVie Inc.	$286K	0.10%	0.00%	New	Q2 2026

Q2 2025Reported Aug 12, 202547 positions
JPMJPMorgan Chase & Co	$61.1M	27.87%	0.01%	-0.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$7.46M	3.40%	Not reported	Not reported	Q4 2023
UNHUnitedhealth Group Inc	$3.13M	1.43%	0.00%	-0.1%	Q4 2023
GLDSPDR Gold Trust	$2.52M	1.15%	0.00%	+0.4%	Q4 2023
FHNFirst Horizon Corp	$2.13M	0.97%	0.02%	0.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.8M	0.82%	Not reported	+24.6%	Q1 2024
SYYSysco Corp	$1.45M	0.66%	0.00%	0.0%	Q4 2023
KOCoca Cola Co	$1.4M	0.64%	0.00%	-0.2%	Q4 2023
AAPLApple Inc.	$1.32M	0.60%	0.00%	-15.4%	Q4 2023
MSFTMicrosoft Corp	$1.04M	0.47%	0.00%	-17.2%	Q1 2024
NOCNorthrop Grumman Corp	$1M	0.46%	0.00%	-0.1%	Q4 2023
DIBS1stdibs.com, Inc.	$714K	0.33%	0.72%	+81.3%	Q1 2025
STLNStarling Oncology, Inc.	$705K	0.32%	0.37%	-36.8%	Q4 2023
SPABASTROTECH Corp	$667K	0.30%	Not reported	+4.8%	Q2 2024
GOOGLAlphabet Inc.	$639K	0.29%	0.00%	+0.5%	Q1 2024
WVVIWillamette Valley Vineyards Inc	$563K	0.26%	2.05%	+57.6%	Q1 2025
AMZNAmazon Com Inc	$537K	0.25%	0.00%	-23.4%	Q1 2024
NVDANvidia Corp	$494K	0.23%	0.00%	+2.5%	Q3 2024
AVGOBroadcom Inc.	$474K	0.22%	0.00%	-2.6%	Q2 2024
ORCLOracle Corp	$471K	0.21%	0.00%	-0.7%	Q2 2024
VNCEVince Holding Corp.	$448K	0.20%	2.42%	+42.2%	Q1 2025
KKRKKR & Co. Inc.	$447K	0.20%	0.00%	-0.1%	Q4 2023
METAMeta Platforms, Inc.	$425K	0.19%	Not reported	-12.1%	Q2 2024
VICIVici Properties Inc.	$420K	0.19%	0.00%	+0.6%	Q4 2023
SLFSun Life Financial Inc	$394K	0.18%	Not reported	+0.9%	Q4 2023
VVisa Inc.	$387K	0.18%	0.00%	-27.8%	Q2 2024
AONAon plc	$384K	0.18%	0.00%	-3.7%	Q2 2024
PFEPfizer Inc	$375K	0.17%	0.00%	-1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$367K	0.17%	0.00%	-4.4%	Q1 2024
BRK.BBerkshire Hathaway Inc	$340K	0.15%	Not reported	-2.4%	Q2 2024
METMetlife Inc	$311K	0.14%	0.00%	-0.2%	Q4 2023
MCHPMicrochip Technology Inc	$281K	0.13%	0.00%	-8.8%	Q4 2024
MDXHMDxHealth SA	$273K	0.12%	0.25%	New	Q2 2025
BENFranklin Resources Inc	$272K	0.12%	0.00%	-0.1%	Q4 2024
EPDEnterprise Products Partners L.P.	$260K	0.12%	0.00%	Not reported	Q2 2024
WMTWalmart Inc.	$250K	0.11%	0.00%	-1.6%	Q3 2024
HWCHancock Whitney Corp	$230K	0.11%	0.00%	-13.0%	Q4 2023
MZTIMarzetti Co	$225K	0.10%	0.00%	Not reported	Q4 2024
TROWPrice T Rowe Group Inc	$222K	0.10%	0.00%	0.0%	Q1 2025
FRTFederal Realty Investment Trust	$218K	0.10%	0.00%	Not reported	Q1 2025
LMTLockheed Martin Corp	$204K	0.09%	0.00%	-12.3%	Q3 2024
HRLHormel Foods Corp	$203K	0.09%	Not reported	-22.9%	Q4 2024
TPLTexas Pacific Land Corp	$201K	0.09%	0.00%	Not reported	Q1 2025
PCGPG&E Corp	$174K	0.08%	0.00%	0.0%	Q1 2024
LUMNLumen Technologies, Inc.	$43.8K	0.02%	0.00%	New	Q2 2025
REFRResearch Frontiers Inc	$32.4K	0.01%	0.06%	Not reported	Q1 2024
CLOVClover Health Investments, Corp.	$28.2K	0.01%	Not reported	-89.4%	Q4 2023
Q1 2025Reported May 6, 202556 positions
JPMJPMorgan Chase & Co	$51.8M	25.55%	0.01%	-0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$6.75M	3.33%	Not reported	+12.7%	Q4 2023
UNHUnitedhealth Group Inc	$5.25M	2.59%	0.00%	+0.1%	Q4 2023
GLDSPDR Gold Trust	$2.37M	1.17%	0.00%	Not reported	Q4 2023
FHNFirst Horizon Corp	$1.95M	0.96%	0.02%	-0.8%	Q4 2023
AAPLApple Inc.	$1.69M	0.83%	0.00%	-2.8%	Q4 2023
SYYSysco Corp	$1.44M	0.71%	0.00%	+0.1%	Q4 2023
KOCoca Cola Co	$1.42M	0.70%	0.00%	+0.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.22M	0.60%	Not reported	-0.5%	Q1 2024
NOCNorthrop Grumman Corp	$1.03M	0.51%	0.00%	-0.1%	Q4 2023
MSFTMicrosoft Corp	$947K	0.47%	0.00%	+9.5%	Q1 2024
SPABASTROTECH Corp	$635K	0.31%	Not reported	+4.6%	Q2 2024
STLNStarling Oncology, Inc.	$621K	0.31%	0.61%	-9.4%	Q4 2023
AMZNAmazon Com Inc	$608K	0.30%	0.00%	-2.2%	Q1 2024
GOOGLAlphabet Inc.	$558K	0.28%	0.00%	-0.2%	Q1 2024
VVisa Inc.	$529K	0.26%	0.00%	+0.6%	Q2 2024
AONAon plc	$446K	0.22%	0.00%	+0.5%	Q2 2024
DIBS1stdibs.com, Inc.	$435K	0.21%	0.40%	New	Q1 2025
XOMExxonMobil Holdings Corp	$424K	0.21%	0.00%	+3.0%	Q1 2024
VNCEVince Holding Corp.	$420K	0.21%	1.71%	New	Q1 2025
VICIVici Properties Inc.	$418K	0.21%	0.00%	+0.7%	Q4 2023
PFEPfizer Inc	$396K	0.20%	0.00%	+0.7%	Q4 2023
KKRKKR & Co. Inc.	$389K	0.19%	0.00%	-20.4%	Q4 2023
WVVIWillamette Valley Vineyards Inc	$384K	0.19%	1.30%	New	Q1 2025
ADMArcher-Daniels-Midland Co	$384K	0.19%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$381K	0.19%	Not reported	+5.3%	Q2 2024
METAMeta Platforms, Inc.	$378K	0.19%	Not reported	+15.1%	Q2 2024
CLOVClover Health Investments, Corp.	$343K	0.17%	Not reported	+6.1%	Q4 2023
SLFSun Life Financial Inc	$336K	0.17%	Not reported	-0.9%	Q4 2023
NVDANvidia Corp	$330K	0.16%	0.00%	+8.4%	Q3 2024
METMetlife Inc	$311K	0.15%	0.00%	+0.6%	Q4 2023
ORCLOracle Corp	$303K	0.15%	0.00%	-0.7%	Q2 2024
DISWalt Disney Co	$299K	0.15%	0.00%	+0.4%	Q4 2023
AVGOBroadcom Inc.	$295K	0.15%	0.00%	+4.7%	Q2 2024
BDXBecton Dickinson & Co	$293K	0.14%	0.00%	+0.5%	Q4 2023
EPDEnterprise Products Partners L.P.	$286K	0.14%	0.00%	Not reported	Q2 2024
SJMJ M SMUCKER Co	$273K	0.13%	0.00%	+0.2%	Q1 2024
HRLHormel Foods Corp	$270K	0.13%	Not reported	+0.2%	Q4 2024
TPLTexas Pacific Land Corp	$252K	0.12%	0.00%	New	Q1 2025
HWCHancock Whitney Corp	$242K	0.12%	0.01%	0.0%	Q4 2023
CVXChevron Corp	$233K	0.12%	0.00%	-28.4%	Q2 2024
WMTWalmart Inc.	$228K	0.11%	0.00%	+3.0%	Q3 2024
MZTIMarzetti Co	$228K	0.11%	0.00%	Not reported	Q4 2024
FRTFederal Realty Investment Trust	$225K	0.11%	0.00%	New	Q1 2025
LMTLockheed Martin Corp	$225K	0.11%	0.00%	+1.2%	Q3 2024
BENFranklin Resources Inc	$220K	0.11%	0.00%	+0.1%	Q4 2024
FLOFlowers Foods Inc	$219K	0.11%	0.01%	0.0%	Q4 2023
PCGPG&E Corp	$215K	0.11%	0.00%	+0.2%	Q1 2024
TROWPrice T Rowe Group Inc	$212K	0.10%	0.00%	New	Q1 2025
MCHPMicrochip Technology Inc	$212K	0.10%	0.00%	+0.3%	Q4 2024

Q4 2024Reported Feb 11, 202553 positions
JPMJPMorgan Chase & Co	$50.7M	24.13%	0.01%	-0.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$6.28M	2.99%	Not reported	+62.5%	Q4 2023
UNHUnitedhealth Group Inc	$5.07M	2.41%	0.00%	-1.6%	Q4 2023
FHNFirst Horizon Corp	$2.04M	0.97%	0.02%	Not reported	Q4 2023
GLDSPDR Gold Trust	$1.99M	0.95%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$1.96M	0.93%	0.00%	-18.8%	Q4 2023
SYYSysco Corp	$1.47M	0.70%	0.00%	-0.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.34M	0.64%	Not reported	+8.5%	Q1 2024
KOCoca Cola Co	$1.23M	0.58%	0.00%	-3.6%	Q4 2023
MSFTMicrosoft Corp	$971K	0.46%	0.00%	-27.4%	Q1 2024
NOCNorthrop Grumman Corp	$943K	0.45%	0.00%	-1.0%	Q4 2023
AMZNAmazon Com Inc	$717K	0.34%	0.00%	-20.0%	Q1 2024
GOOGLAlphabet Inc.	$684K	0.33%	0.00%	-17.1%	Q1 2024
KKRKKR & Co. Inc.	$625K	0.30%	0.00%	-1.8%	Q4 2023
SPABASTROTECH Corp	$594K	0.28%	Not reported	Not reported	Q2 2024
VVisa Inc.	$475K	0.23%	0.00%	+9.2%	Q2 2024
PFEPfizer Inc	$412K	0.20%	0.00%	-5.1%	Q4 2023
ADMArcher-Daniels-Midland Co	$404K	0.19%	0.00%	+133.3%	Q4 2023
AONAon plc	$400K	0.19%	0.00%	-3.1%	Q2 2024
AVGOBroadcom Inc.	$391K	0.19%	0.00%	-26.9%	Q2 2024
NVDANvidia Corp	$378K	0.18%	0.00%	-56.7%	Q3 2024
XOMExxonMobil Holdings Corp	$372K	0.18%	0.00%	-20.5%	Q1 2024
VICIVici Properties Inc.	$372K	0.18%	0.00%	+0.6%	Q4 2023
ORCLOracle Corp	$364K	0.17%	0.00%	-12.6%	Q2 2024
SLFSun Life Financial Inc	$352K	0.17%	Not reported	Not reported	Q4 2023
DISWalt Disney Co	$336K	0.16%	0.00%	-9.1%	Q4 2023
METAMeta Platforms, Inc.	$334K	0.16%	Not reported	-36.1%	Q2 2024
METMetlife Inc	$316K	0.15%	0.00%	-2.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$308K	0.15%	Not reported	-30.8%	Q2 2024
BDXBecton Dickinson & Co	$288K	0.14%	0.00%	-3.0%	Q4 2023
CLOVClover Health Investments, Corp.	$284K	0.14%	Not reported	+5.9%	Q4 2023
CVXChevron Corp	$282K	0.13%	0.00%	-7.1%	Q2 2024
HRLHormel Foods Corp	$273K	0.13%	Not reported	New	Q4 2024
EPDEnterprise Products Partners L.P.	$263K	0.13%	0.00%	+11.0%	Q2 2024
SJMJ M SMUCKER Co	$253K	0.12%	0.00%	-0.7%	Q1 2024
HWCHancock Whitney Corp	$252K	0.12%	0.01%	-0.2%	Q4 2023
PCGPG&E Corp	$252K	0.12%	0.00%	-2.1%	Q1 2024
MCHPMicrochip Technology Inc	$250K	0.12%	0.00%	New	Q4 2024
LMTLockheed Martin Corp	$242K	0.12%	0.00%	+7.6%	Q3 2024
FLOFlowers Foods Inc	$238K	0.11%	0.01%	-0.2%	Q4 2023
LLYELI LILLY & Co	$237K	0.11%	0.00%	+18.1%	Q3 2024
BENFranklin Resources Inc	$231K	0.11%	0.00%	New	Q4 2024
NFGNational Fuel Gas Co	$231K	0.11%	0.00%	-50.1%	Q4 2023
WMTWalmart Inc.	$228K	0.11%	0.00%	-22.6%	Q3 2024
MZTIMarzetti Co	$225K	0.11%	0.00%	New	Q4 2024
LMNDLemonade, Inc.	$218K	0.10%	0.01%	New	Q4 2024
ROOTRoot, Inc.	$203K	0.10%	0.12%	New	Q4 2024
STLNStarling Oncology, Inc.	$186K	0.09%	0.79%	+219.3%	Q4 2023
ALVOWAlvotech	$172K	0.08%	Not reported	Not reported	Q1 2024
WBAWalgreens Boots Alliance, Inc.	$106K	0.05%	0.00%	-31.4%	Q4 2023

Premium opens every quarter this fund has filed