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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 11,411.0 $78K 0.01% -111.0 -1.0% $6.82 +9904.0%
22 FDX FEDEX CORP Industrials 67,797.0 $72K 0.01% -19K -22.2% $1.06 +28847.2%
23 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 13,350.0 $68K 0.01% -7K -33.2% $5.11 +757.2%
24 BIZD VANECK ETF TRUST 121,000.0 $57K 0.01% -10K -7.6% $0.47 +2735.7%
25 MUB ISHARES TR 10,750.0 $51K 0.01% -19K -64.2% $4.74 +2074.6%
26 PLTR PALANTIR TECHNOLOGIES INC Technology 11,058.0 $39K 0.00% -553.0 -4.8% $3.53 +4891.6%
27 GOOGL ALPHABET INC Communication Services 119,746.0 $30K 0.00% -2K -1.9% $0.25 +137419.4%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,710.0 $19K 0.00% -265.0 -1.0% $0.70 +8907.5%
29 AAL AMERICAN AIRLINES GROUP INC Industrials 21,800.0 $17K 0.00% -10K -31.4% $0.76 +1595.3%
30 EPOL ISHARES TR 14,252.0 $13K 0.00% -6K -28.7% $0.90 +4850.8%
31 KREF KKR REAL ESTATE FIN TR INC Real Estate 160,185.0 $12K 0.00% -11K -6.5% $0.08 +8797.7%
32 INTC INTEL CORP Technology 120,681.0 $9K 0.00% -74K -37.9% $0.07 +152256.6%
33 DEM WISDOMTREE TR 27,734.0 $8K 0.00% -526.0 -1.9% $0.29 +19665.9%
34 UNH UNITEDHEALTH GROUP INC Healthcare 50,216.0 $5K 0.00% -8K -13.6% $0.10 +361541.9%
35 PFE PFIZER INC Healthcare 221,436.0 $326.0 -78K -26.1% $0.00 +1877012.5%
Page 2 of 2  ·  35 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%