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Portfolio (Quarterly) Guide ↗

GFG Capital, LLC

· CIK 0001638520
13F Portfolio $281M AUM 94 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GRAB GRAB HOLDINGS LIMITED Technology 39,159.0 $195K 0.07% NEW $4.99 -29.1%
62 MA MASTERCARD INCORPORATED Financial Services 275.0 $157K 0.06% NEW $570.88 -13.5%
63 LLY ELI LILLY & CO Healthcare 93.0 $100K 0.04% NEW $1074.68 +4.9%
Page 4 of 4  ·  63 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 43.2%
Financial Services 30.6%
Communication Services 18.5%
Consumer Cyclical 5.0%
Consumer Defensive 1.3%
Energy 1.2%
Industrials 0.1%
Healthcare 0.1%