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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPLX MPLX LP Energy 19,325.0 $7K 0.00% NEW $0.36 +16143.6%
142 PAGP PLAINS GP HLDGS L P Energy 26,425.0 $6K 0.00% NEW $0.22 +12549.1%
143 PAA PLAINS ALL AMERN PIPELINE L Energy 16,025.0 $4K NEW $0.24 +10615.7%
144 PLUG PLUG PWR INC Industrials 25,000.0 $1K NEW $0.06 +3601.1%
145 BSX BOSTON SCIENTIFIC CORP Healthcare 60,950.0 $602.0 NEW $0.01 +440825.7%
Page 8 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%