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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 7 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFF ISHARES TR 3,400.0 $731K 0.08% NEW $215.03 -86.0%
122 ORA ORMAT TECHNOLOGIES INC Utilities 30.0 $717K 0.08% NEW $23908.50 -99.6%
123 BIL SPDR SERIES TRUST 2,150.0 $714K 0.07% NEW $332.28 -72.5%
124 CDNS CADENCE DESIGN SYSTEM INC Technology 100.0 $712K 0.07% NEW $7115.55 -96.1%
125 VUSB VANGUARD BD INDEX FDS 3,220.0 $679K 0.07% NEW $210.72 -76.5%
126 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 317,500.0 $670K 0.07% $2.11 +1265.3%
127 DGRW WISDOMTREE TR 16.0 $597K 0.06% NEW $37293.38 -99.7%
128 ASTS AST SPACEMOBILE INC Technology 1,300.0 $593K 0.06% NEW $456.00 -86.2%
129 VEA VANGUARD TAX-MANAGED FDS 7,909.0 $574K 0.06% $72.62 -0.6%
130 BKNG BOOKING HOLDINGS INC Consumer Cyclical 650.0 $568K 0.06% NEW $874.06 -80.5%
131 GRID FIRST TR EXCHANGE-TRADED FD 130.0 $567K 0.06% NEW $4360.99 -95.9%
132 VEU VANGUARD INTL EQUITY INDEX F 69,581.0 $564K 0.06% +6K +9.5% $8.10 +943.5%
133 EUFN ISHARES TR 951.0 $550K 0.06% NEW $578.62 -92.8%
134 PPA INVESCO EXCHANGE TRADED FD T 10,480.0 $547K 0.06% +1K +16.4% $52.15 +206.9%
135 NNE NANO NUCLEAR ENERGY INC Industrials 15.0 $539K 0.06% NEW $35921.67 -100.0%
136 INDA ISHARES TR 10,798.0 $533K 0.06% +592.0 +5.8% $49.39 -2.8%
137 HIG HARTFORD INSURANCE GROUP INC Financial Services 295.0 $521K 0.06% NEW $1765.61 -92.5%
138 XLU SELECT SECTOR SPDR TR 2,640.0 $512K 0.05% NEW $194.08 -78.5%
139 MLPX GLOBAL X FDS 200.0 $482K 0.05% NEW $2412.37 -96.9%
140 HBM HUDBAY MINERALS INC Basic Materials 200.0 $481K 0.05% NEW $2407.00 -98.9%
Page 7 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%