Cass A. Gilbert Portfolio
Invests via Gilbert Capital Group, Inc. | Managed by Cass A. Gilbert
Invests via Gilbert Capital Group, Inc.
Managed by Cass A. Gilbert
Automatically Tracked
Cass A. Gilbert Profile
Prominent early-20th-century architect whose portfolio influenced urban commercial real estate and institutional investment strategies. Cass A. Gilbert designed major landmark office and civic buildings that later became core assets for insurers, REITs and municipal portfolios, shaping leasing and adaptive reuse economics. Market relevance rests in iconic address premium, long-duration cash flow and preservation-driven capex dynamics; his projects are frequently referenced in valuations, underwriting and heritage-driven redevelopment plays.
Prominent early-20th-century architect whose portfolio influenced urban commercial real estate and institutional investment strategies. Cass A. Gilbert designed major landmark office and civic buildings that later became core assets for insurers, REITs and municipal portfolios, shaping leasing and adaptive reuse economics. Market relevance rests in iconic address premium, long-duration cash flow and preservation-driven capex dynamics; his projects are frequently referenced in valuations, underwriting and heritage-driven redevelopment plays.
Investment Philosophy & Strategy
Legacy landmark buildings inform a long-duration, real-estate-centric investment philosophy focused on institutional-grade, address-driven assets that deliver durable cash flows and rent premium. Emphasis is on underwriting heritage value, preservation-led capex, and adaptive reuse to unlock upside while protecting replacement-cost moats. Capital deployment favors conservative leverage, stable tenant mixes, and partnerships with REITs/insurers for balance-sheet scale. Risk discipline centers on capex forecasting, zoning/legal due diligence, and multi-decade hold horizons to capture value accretion.
Legacy landmark buildings inform a long-duration, real-estate-centric investment philosophy focused on institutional-grade, address-driven assets that deliver durable cash flows and rent premium. Emphasis is on underwriting heritage value, preservation-led capex, and adaptive reuse to unlock upside while protecting replacement-cost moats. Capital deployment favors conservative leverage, stable tenant mixes, and partnerships with REITs/insurers for balance-sheet scale. Risk discipline centers on capex forecasting, zoning/legal due diligence, and multi-decade hold horizons to capture value accretion.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.18%
Gain
Monthly
0.33%
Yearly
4%
Drawdown
10.05%
$141.43M
Equity
Holdings
$141.43M
Investment
$131.3M
$15.25M
Profit -$912,590.67
Realized
$5.12M
Unrealized
$10.13M
Dividends
$3.01M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$912,590.67
Win %
47%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.25M
Win %
47%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.32M
Win %
47%
This Year
Compared to last year
Gain
-0.93%
Profit
-$1.32M
Win %
54%
ABT Abbott Laboratories
+10.48%
+$35,773.52 
ABBV AbbVie Inc.
+3.44%
+$32,863.63 
TJX The TJX Companies, Inc.
+2.73%
+$7,004 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+2.04%
+$123,132.1 
EXPD Expeditors International of Washington, Inc.
+1.87%
+$13,653 
AAPL Apple Inc.
+1.36%
+$22,939.75 
XOM Exxon Mobil Corporation
+1.25%
+$8,703 
JNJ Johnson & Johnson
+1.19%
+$8,479.22 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$8,942.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.73%
+$14,887.08 
RWL Invesco S&P 500 Revenue ETF
+0.54%
+$2,037.45 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$1,100.8 
EUSA iShares MSCI USA Equal Weighted ETF
+0.47%
+$6,549.12 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,045.62 
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF
+0.06%
+$331.19 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.04%
+$1,310.37 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$149.37 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$262.74 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$655.05 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$23.67 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-5.2%
-$157,574.84 
AVGO Broadcom Inc.
-4.51%
-$43,051.82 
SPMO Invesco S&P 500 Momentum ETF
-3.34%
-$186,888.03 
PWR Quanta Services Inc.
-3.28%
-$9,048.25 
MTUM iShares MSCI USA Momentum Factor ETF
-3.25%
-$42,926 
GOOGL Alphabet Inc
-2.97%
-$21,582.02 
IYW iShares U.S. Technology ETF
-2.16%
-$4,470.24 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$57,694.26 
FBCG Fidelity Blue Chip Growth Fund
-2.01%
-$119,275 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$17,211.15 
QQQM Invesco NASDAQ 100 ETF
-1.61%
-$127,335.03 
IQDF FlexShares International Quality Dividend Index Fund
-1.14%
-$6,372.93 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1%
-$97,703.76 
FELC Fidelity Enhanced Large Cap Core ETF
-0.79%
-$47,147.9 
ESGU iShares ESG Aware MSCI USA ETF
-0.69%
-$25,643.85 
OEF iShares S&P 100 ETF
-0.69%
-$3,126.05 
DSI iShares MSCI KLD 400 Social ETF
-0.64%
-$37,581.93 
IVV iShares Core S&P 500 ETF
-0.58%
-$160,652.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,797.05 
IWB iShares Russell 1000 ETF
-0.5%
-$3,610.88 
EFIV SPDR S&P 500 ESG ETF
-0.5%
-$9,947.34 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.38%
-$14,480.1 
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF
-0.1%
-$1,541.79 
ESG FlexShares STOXX US ESG Select Fund
-0.1%
-$712.97 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$254.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$977.45 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$593.7 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$653.18 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.02%
-$80.72 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
-0.02%
-$922.05 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$194.21 
QDF FlexShares Quality Dividend Index Fund
-0.01%
-$20.98 
GVI iShares Intermediate Government Bond ETF
-0.01%
-$209.27 Events
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Dividends
Dividend Analysis
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| Trades 221 | Longs Won 125/221 56% | Profit Factor 7.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $342,607.77 |
| Average Win $141,388.21 | Best Trade (Jul 16) $4.25M | Sharpe Ratio -233.09 |
| Average Loss -$25,217.01 | Worst Trade (Jul 16) -$644,320.17 | Z-Score -2.35 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $69,016.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
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Returns
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Option values are updated at end of day.
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