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Portfolio (Quarterly) Guide ↗

GFS Advisors, LLC

· CIK 0001427263
13F Portfolio $842M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ETHA ISHARES ETHEREUM TR Financial Services 11,860.0 $266K 0.03% NEW $22.43 -45.7%
162 ASML ASML HOLDING N V Technology 244.0 $261K 0.03% NEW $1069.53 +72.3%
163 DHR DANAHER CORPORATION Healthcare 1,130.0 $259K 0.03% NEW $228.92 -15.3%
164 IGF ISHARES TR 4,200.0 $258K 0.03% NEW $61.36 +7.2%
165 IEV ISHARES TR 3,658.0 $251K 0.03% NEW $68.60 +5.2%
166 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,291.0 $248K 0.03% NEW $108.45 -3.2%
167 CDX SIMPLIFY EXCHANGE TRADED FUN 10,875.0 $242K 0.03% NEW $22.27 -5.9%
168 PFF ISHARES TR 7,400.0 $229K 0.03% NEW $30.96 -1.6%
169 VDE VANGUARD WORLD FD 1,800.0 $227K 0.03% NEW $125.92 +18.6%
170 IXJ ISHARES TR 2,250.0 $219K 0.03% NEW $97.40 +1.3%
171 CMI CUMMINS INC Industrials 405.0 $207K 0.03% NEW $510.45 +33.7%
172 OSCR OSCAR HEALTH INC Healthcare 11,350.0 $163K 0.02% NEW $14.37 +122.0%
173 TELEFONICA S A 12,666.0 $51K 0.01% NEW $4.05
Page 9 of 9  ·  173 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 20.3%
Consumer Cyclical 17.7%
Communication Services 17.4%
Technology 13.7%
Healthcare 9.5%
Industrials 6.2%
Consumer Defensive 6.1%
Energy 4.1%
Real Estate 2.5%
Basic Materials 2.4%