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Joe Rodriguez

Freegulliver Llc

Assets Managed
$237.22M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-12.69%(2Q avg: 4.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Freegulliver Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Freegulliver Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 237.22M in assets, with a quarterly growth rate of -12.69% and a 2-quarter average growth rate of 4.21%. The portfolio is managed by Joe Rodriguez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.34%
19.81%
$46.987M
159,733 shares@ $294.16 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Decreased -1.56%
14.61%
$34.635M
215,824 shares@ $160.48 avg price
GSST
Goldman Sachs Access U Short
Recent Activity
Increased 406.46%
6.39%
$15.145M
299,608 shares@ $50.55 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Increased 19.98%
4.57%
$10.823M
74,628 shares@ $145.03 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.17%
4.04%
$9.579M
225,185 shares@ $42.55 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 0.17%
3.29%
$7.795M
230,829 shares@ $33.77 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.95%
3.29%
$7.794M
98,584 shares@ $79.07 avg price
BUFG
Ft Vest Buffered Allocation
Recent Activity
Decreased -3.48%
2.88%
$6.813M
253,633 shares@ $26.86 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -87.4%
2.53%
$6.001M
9,227 shares@ $650.34 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -56.18%
2.53%
$5.989M
67,700 shares@ $88.47 avg price

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