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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBIT ISHARES BITCOIN TRUST ETF Financial Services 61,034.0 $2.3M 0.30% +15K +31.5% $38.42 -7.3%
62 ET ENERGY TRANSFER L P Energy 114,600.0 $2.2M 0.28% +6K +5.1% $19.30 -2.8%
63 ADBE ADOBE INC Technology 8,943.0 $2.2M 0.28% -11K -54.8% $243.08 -19.7%
64 JMUB J P MORGAN EXCHANGE TRADED F 40,600.0 $2.0M 0.26% $49.99 +1.0%
65 IWD ISHARES TR 9,440.0 $2.0M 0.26% -3K -26.2% $213.67 +13.3%
66 EPD ENTERPRISE PRODS PARTNERS L Energy 52,500.0 $2.0M 0.25% $37.84 -3.3%
67 ESGU ISHARES TR 13,500.0 $1.9M 0.24% $141.42 +15.4%
68 GDX VANECK ETF TRUST 20,351.0 $1.9M 0.24% -8K -29.4% $91.77 -10.1%
69 MU MICRON TECHNOLOGY INC Technology 5,520.0 $1.9M 0.24% -1K -21.0% $337.84 +235.7%
70 CSCO CISCO SYS INC Technology 23,915.0 $1.9M 0.24% $77.59 +54.1%
71 XBI SPDR SERIES TRUST 13,873.0 $1.8M 0.23% -3K -17.3% $127.73 +10.2%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 11,611.0 $1.7M 0.22% -6K -33.0% $146.28 -12.2%
73 BXSL BLACKSTONE SECD LENDING FD Financial Services 71,550.0 $1.7M 0.22% $23.69 -0.3%
74 TM TOYOTA MOTOR CORP Consumer Cyclical 8,185.0 $1.7M 0.21% $206.09 -15.6%
75 BIZD VANECK ETF TRUST 131,000.0 $1.7M 0.21% -4K -3.0% $12.80 -3.4%
76 XLF SELECT SECTOR SPDR TR 33,838.0 $1.7M 0.21% -23K -40.3% $49.37 +8.5%
77 V VISA INC Financial Services 5,429.0 $1.6M 0.21% -240.0 -4.2% $302.24 +8.3%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,975.0 $1.6M 0.21% +165.0 +0.6% $60.65 -11.0%
79 CPNG COUPANG INC Consumer Cyclical 80,535.0 $1.5M 0.19% +15K +23.4% $18.88 -4.7%
80 VXF VANGUARD INDEX FDS 7,355.0 $1.5M 0.19% -267.0 -3.5% $205.80 +17.1%
Page 4 of 8  ·  160 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%