1y return+15.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $153 against $157 in the S&P 500.2
FreeGulliver LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPMJpmorgan Chase & Co Com | $52.1M | 18.4% | |
| IWLIshares Russell Top 200 Etf | $38.8M | 13.7% | −2.8% |
| GSSTGoldman Sachs Ultra Short Bond Etf | $21.7M | 7.7% | +43.5% |
| SCHKSchwab 1000 Index Etf | $17.4M | 6.1% | +229.3% |
| XMMOInvesco S&p Midcap Momentum Etf | $14.7M | 5.2% | +15.9% |
| CGDVCapital Group Dividend Value Etf | $11.7M | 4.1% | +5.2% |
| SPYState Street Spdr S&p 500 Etf | $9.6M | 3.4% | +38.6% |
| SPTMState Street Spdr Portfolio S&p 1500 Composite Stock Market Etf | $9.0M | 3.2% | |
| BUFRFt Vest Laddered Buffer Etf | $8.4M | 2.9% | |
| BUFGFt Vest Buffered Allocation Growth Etf | $7.1M | 2.5% | −5.1% |
| VTIVanguard Morningstar Total Stock Market Etf | $6.5M | 2.3% | |
| GLDSpdr Gold Shares | $4.5M | 1.6% | |
| VOVanguard Morningstar Mid-cap Etf | $4.4M | 1.5% | +3.0% |
| IEFIshares 7-10 Year Treasury Bond Etf | $3.9M | 1.4% | −9.4% |
| DFAUDimensional Us Core Equity Market Etf | $3.7M | 1.3% | +9.7% |
| AAPLApple Inc Com | $3.6M | 1.3% | −8.7% |
| VIGIVanguard International Dividend Appreciation Etf | $3.2M | 1.1% | −49.7% |
| NVDANvidia Corporation Com | $3.1M | 1.1% | −10.8% |
| IGEBIshares Investment Grade Systematic Bond Etf | $2.3M | 0.8% | −6.3% |
| MSFTMicrosoft Corp Com | $2.1M | 0.7% | +19.9% |
| GOOGLAlphabet Inc Cap Stk Cl A | $2.0M | 0.7% | −8.5% |
| KOCoca Cola Co Com | $1.9M | 0.7% | −1.2% |
| VOLTTema Electrification Etf | $1.7M | 0.6% | New |
| AMZNAmazon Com Inc Com | $1.7M | 0.6% | −8.7% |
| SPDWState Street Spdr Portfolio Developed World Ex-us Etf | $1.7M | 0.6% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | March 31, 2024 | +136.8% | $2.0M |
| AVGOBroadcom Inc Com | June 30, 2024 | +135.3% | $1.6M |
| JPMJpmorgan Chase & Co Com | December 31, 2023 | +92.4% | $52.1M |
| NVDANvidia Corporation Com | September 30, 2024 | +64.8% | $3.1M |
| SPYGState Street Spdr Portfolio S&p 500 Growth Etf | March 31, 2024 | +62.7% | $1.0M |
| IWLIshares Russell Top 200 Etf | December 31, 2023 | +60.7% | $38.8M |
| VOOVanguard S&p 500 Etf | December 31, 2023 | +57.2% | $1.1M |
| SPYState Street Spdr S&p 500 Etf | December 31, 2023 | +57.1% | $9.6M |
| GLDSpdr Gold Shares | December 31, 2024 | +52.1% | $4.5M |
| AAPLApple Inc Com | December 31, 2023 | +50.3% | $3.6M |
Sold off last quarter
- MINTPimco Enhanced Short Maturity Active Exchange-traded Fund was $1.2M
- Exxon Mobil Corp ComCUSIP 30231G102 was $461K
- AMXAmerica Movil Sab De Cv Spon Ads Rp Cl B was $357K
- SCHDSchwab Us Dividend Equity Etf was $352K
- MAMastercard Incorporated Cl A was $333K
- NFLXNetflix Inc. Com was $294K
- LQDIshares Iboxx $ Investment Grade Corporate Bond Etf was $271K
- QQnity Electronics Inc Common Stock was $252K
- NEENextera Energy Inc Com was $244K
- RTXRtx Corporation Com was $220K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: FreeGulliver LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2032561&type=13F-HR&dateb=&owner=include&count=40CIK 2032561
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2032561/000203256126000006/Filed August 11, 2026 · accession 0002032561-26-000006