Portfolio (Quarterly) Guide ↗

GFS Advisors, LLC

· CIK 0001427263

13F Portfolio $785M AUM 160 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 25 Added 82 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	TELEFONICA S A	—	12,666	$51K	0.01%	SOLD

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Sector Allocation

Financial Services 20.4%

Communication Services 19.2%

Consumer Cyclical 13.1%

Technology 12.4%

Healthcare 9.7%

Industrials 7.2%

Consumer Defensive 6.1%

Energy 5.0%

Basic Materials 4.5%

Real Estate 2.4%