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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 10 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRSP CRISPR THERAPEUTICS AG Healthcare 15.0 $227K 0.02% NEW $15161.60 -99.6%
182 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 934.0 $219K 0.02% +15.0 +1.6% $234.78 +280.8%
183 SPMO INVESCO EXCH TRADED FD TR II 760.0 $218K 0.02% NEW $286.31 -48.8%
184 IVV ISHARES TR 21,640.0 $211K 0.02% $9.75 +7740.6%
185 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 2,100.0 $211K 0.02% NEW $100.29 -84.1%
186 LTPZ PIMCO ETF TR 2,770.0 $206K 0.02% NEW $74.48 -36.4%
187 TLT ISHARES TR 1,010.0 $205K 0.02% NEW $203.31 -59.8%
188 NVCR NOVOCURE LTD Healthcare 175.0 $204K 0.02% NEW $1164.70 -98.6%
189 SPHQ INVESCO EXCHANGE TRADED FD T 2,415.0 $203K 0.02% NEW $83.92 -0.6%
190 VWO VANGUARD INTL EQUITY INDEX F 467,147.0 $196K 0.02% +8K +1.7% $0.42 +14170.2%
191 SHV ISHARES TR 108,176.0 $196K 0.02% -965.0 -0.9% $1.81 +5993.9%
192 CSCO CISCO SYS INC Technology 23,753.0 $161K 0.02% -162.0 -0.7% $6.78 +1526.0%
193 VB VANGUARD INDEX FDS 21,325.0 $160K 0.02% $7.51 +3773.6%
194 JNJ JOHNSON & JOHNSON Healthcare 46,182.0 $144K 0.01% $3.12 +8568.6%
195 ADBE ADOBE INC Technology 10,263.0 $144K 0.01% +1K +14.8% $14.02 +1701.6%
196 VGK VANGUARD INTL EQUITY INDEX F 146,915.0 $125K 0.01% +6K +4.1% $0.85 +10397.0%
197 PINK SIMPLIFY EXCHANGE TRADED FUN 13,960.0 $124K 0.01% +250.0 +1.8% $8.86 +341.7%
198 SPY STATE STR SPDR S&P 500 ETF T Financial Services 48,252.0 $123K 0.01% +1K +2.6% $2.54 +29872.3%
199 GDX VANECK ETF TRUST 22,995.0 $104K 0.01% +3K +13.0% $4.54 +2011.6%
200 DOW DOW HLDGS INC Basic Materials 500,700.0 $99K 0.01% $0.20 +14807.3%
Page 10 of 14  ·  266 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%