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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
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COIN COINBASE GLOBAL INC Financial Services 1,500.0 $262K 0.03% -60.0 -3.9% $174.61 -6.5%
82 ETHA ISHARES ETHEREUM TR Financial Services 11,085.0 $175K 0.02% -775.0 -6.5% $15.83 -18.6%
Page 5 of 5  ·  82 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
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%