FreeGulliver LLC

CIK 0002032561 · Q1 2026

13F Equity AUM

$237.2M

-12.4% QoQ

Positions

115

+16 QoQ

AUM Rank

#6,762

Top 54%

Skill Alpha (FF)

+1.5%/yr^ns

No Clear Edge

Rank #1,345 · Top 16%

vs S&P -0.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 49.4%Top 10: 63.9%Top 20: 79.6%

JPM19.8%

IWL14.6%

GSST6.4%

XMMO4.6%

CGDV4.0%

BUFR3.3%

SPTM3.3%

BUFG2.9%

SPY2.5%

VIGI2.5%

Others (105)36.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services87.0%

Technology5.3%

Communication Services2.3%

Other5.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 115Median: 0.17%Avg: 0.87%

0–0.5%

86(14.6%)

0.5–1%

10(6.6%)

1–3%

12(22.9%)

3–5%

4(15.2%)

5%+

3(40.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 106Unique: 9vs 20 funds

1.5%Low

115

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

JPMORGAN CHASE & CO

2.1%

BANK OF AMERICA CORP /DE/

2.1%

FMR LLC

3.2%

BlackRock, Inc.

2.1%

STATE STREET CORP

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New30Increased44Decreased30Exited14

New Positions

DFAU1.3%

+65K

NEAR0.7%

+31K

PYLD0.6%

+54K

BIV0.6%

+18K

MINT0.5%

+11K

BFST0.3%

+30K

PFEB0.3%

+18K

DGRW0.2%

+6K

OCTW0.2%

+10K

SCHD0.1%

+11K

Increased

GSST6.4%

+240K(+406%)

SCHK1.9%

+70K(+90%)

CGDV4.0%

+17K(+8%)

VTI2.4%

+16K(+1258%)

XMMO4.6%

+12K(+20%)

BILZ0.6%

+8K(+161%)

IEF1.8%

+4K(+10%)

GQ92.2%

+4K(+50%)

SPTM3.3%

+2K(+2%)

SPEM0.2%

+2K(+27%)

Decreased

VNCE0.0%

-458,942(-95%)

DIBS0.1%

-265,500(-90%)

VIGI2.5%

-86,798(-56%)

SPY2.5%

-63,905(-87%)

BUFG2.9%

-9,150(-3%)

IWL14.6%

-3,431(-2%)

OBDC0.1%

-3,350(-21%)

META0.3%

-2,966(-68%)

TSLA0.3%

-2,484(-57%)

SPYG0.4%

-2,237(-19%)

Exited

-355,672

-317,894

-16,217

-1,228

-45,000

-190,000

-4,954

-75,000

-1,112

-230,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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