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Portfolio (Quarterly) Guide ↗

GFS Advisors, LLC

· CIK 0001427263
13F Portfolio $948M AUM 266 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 145 New 43 Added 35 Reduced
Page 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUSB VANGUARD BD INDEX FDS 3,220.0 $679K 0.07% NEW $210.72 -76.5%
82 DGRW WISDOMTREE TR 16.0 $597K 0.06% NEW $37293.38 -99.7%
83 ASTS AST SPACEMOBILE INC Technology 1,300.0 $593K 0.06% NEW $456.00 -86.2%
84 BKNG BOOKING HOLDINGS INC Consumer Cyclical 650.0 $568K 0.06% NEW $874.06 -80.5%
85 GRID FIRST TR EXCHANGE-TRADED FD 130.0 $567K 0.06% NEW $4360.99 -95.9%
86 EUFN ISHARES TR 951.0 $550K 0.06% NEW $578.62 -92.8%
87 NNE NANO NUCLEAR ENERGY INC Industrials 15.0 $539K 0.06% NEW $35921.67 -100.0%
88 HIG HARTFORD INSURANCE GROUP INC Financial Services 295.0 $521K 0.06% NEW $1765.61 -92.5%
89 XLU SELECT SECTOR SPDR TR 2,640.0 $512K 0.05% NEW $194.08 -78.5%
90 MLPX GLOBAL X FDS 200.0 $482K 0.05% NEW $2412.37 -96.9%
91 HBM HUDBAY MINERALS INC Basic Materials 200.0 $481K 0.05% NEW $2407.00 -98.9%
92 PYLD PIMCO ETF TR 7,375.0 $476K 0.05% NEW $64.61 -60.0%
93 VENTURE GLOBAL INC 501.0 $469K 0.05% NEW $936.21
94 MPWR MONOLITHIC PWR SYS INC Technology 4.0 $458K 0.05% NEW $114490.50 -99.0%
95 DG DOLLAR GEN CORP Consumer Defensive 300.0 $449K 0.05% NEW $1497.19 -91.7%
96 AGGH SIMPLIFY EXCHANGE TRADED FUN 1,000.0 $416K 0.04% NEW $415.72 -95.3%
97 ACM AECOM Industrials 81.0 $394K 0.04% NEW $4863.28 -98.7%
98 LOW LOWES COS INC Consumer Cyclical 300.0 $386K 0.04% NEW $1287.39 -84.9%
99 SHEL SHELL PLC Energy 710.0 $359K 0.04% NEW $505.35 -81.0%
100 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 3,300.0 $348K 0.04% NEW $105.49 -97.7%
Page 5 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.8%
Industrials 21.0%
Healthcare 18.6%
Energy 11.2%
Financial Services 10.2%
Consumer Cyclical 8.7%
Consumer Defensive 3.8%
Utilities 2.6%
Communication Services 0.6%
Basic Materials 0.5%