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Portfolio (Quarterly) Guide ↗

GFG Capital, LLC

· CIK 0001638520
13F Portfolio $363M AUM 155 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 40 Added 22 Reduced 7 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADSK AUTODESK INC Technology 10,619.0 $2.1M 0.57% +1K +12.8% $194.42 +34.1%
42 CME CME GROUP INC Financial Services 8,443.0 $1.9M 0.51% +859.0 +11.3% $220.82 +29.4%
43 PYPL PAYPAL HLDGS INC Financial Services 42,973.0 $1.9M 0.51% +6K +16.6% $43.18 +24.3%
44 KWEB KRANESHARES TRUST 66,532.0 $1.6M 0.45% NEW $24.47 +7.6%
45 ACN ACCENTURE PLC IRELAND Technology 12,857.0 $1.6M 0.44% +2K +23.8% $124.44 +52.4%
46 TSLA TESLA INC Consumer Cyclical 3,780.0 $1.6M 0.44% +638.0 +20.3% $420.60 -17.1%
47 USMV ISHARES TR 15,804.0 $1.5M 0.42% $96.46 +5.5%
48 ET ENERGY TRANSFER L P Energy 78,668.0 $1.5M 0.41% $19.12 +11.5%
49 FCX FREEPORT MCMORAN INC Basic Materials 23,412.0 $1.5M 0.41% -3K -10.2% $62.89 +21.6%
50 AVGO BROADCOM INC Technology 3,448.0 $1.3M 0.36% -559.0 -13.9% $377.75 -2.4%
51 GOOG ALPHABET INC 3,373.0 $1.2M 0.33% +162.0 +5.0% $353.33
52 BAC BANK OF AMER CORP Financial Services 20,909.0 $1.2M 0.33% $56.98 +9.4%
53 LLY ELI LILLY & CO Healthcare 724.0 $868K 0.24% +7.0 +1.0% $1199.43 -2.2%
54 CARNIVAL CORP LTD 28,723.0 $821K 0.23% NEW $28.57
55 KLAC KLA CORP Technology 2,610.0 $787K 0.22% +2K +859.6% $301.71 -41.8%
56 IWF ISHARES TR 6,313.0 $784K 0.22% +5K +305.2% $124.16 -1.1%
57 DAL DELTA AIR LINES INC Industrials 8,197.0 $768K 0.21% +43.0 +0.5% $93.66 -14.5%
58 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.21% $748850.00
59 VOO VANGUARD INDEX FDS 842.0 $578K 0.16% -497.0 -37.1% $686.68 +3.0%
60 VUG VANGUARD INDEX FDS 6,294.0 $542K 0.15% +5K +500.0% $86.14 +2.8%
Page 3 of 5  ·  100 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 56.0%
Financial Services 21.5%
Communication Services 13.7%
Consumer Cyclical 4.1%
Energy 1.7%
Industrials 1.2%
Consumer Defensive 0.9%
Basic Materials 0.5%
Healthcare 0.3%