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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 745.0 $539K 0.15% +68.0 +10.0% $723.00 -36.1%
62 DBJP DBX ETF TR 4,186.0 $481K 0.13% $114.79 +1.3%
63 UAL UNITED AIRLS HLDGS INC Industrials 3,469.0 $472K 0.13% -21.0 -0.6% $135.99 -18.7%
64 IGV ISHARES TR 5,000.0 $453K 0.12% $90.60 +20.9%
65 FANG DIAMONDBACK ENERGY INC Energy 2,528.0 $444K 0.12% $175.78 +12.5%
66 SPY STATE STR SPDR S&P 500 ETF T Financial Services 542.0 $404K 0.11% -2K -78.8% $746.12 +3.1%
67 VGT VANGUARD WORLD FD 3,216.0 $384K 0.11% +3K +700.0% $119.51 +0.5%
68 AAOI APPLIED OPTOELECTRONICS INC Technology 2,555.0 $379K 0.10% $148.16 -28.3%
69 ALK ALASKA AIR GROUP INC Industrials 6,600.0 $345K 0.10% -131.0 -1.9% $52.20 -18.9%
70 QUAL ISHARES TR 1,567.0 $344K 0.10% +118.0 +8.1% $219.45 +1.9%
71 CAT CATERPILLAR INC Industrials 310.0 $330K 0.09% NEW $1064.52 -24.8%
72 ESOA ENERGY SERVICES OF AMER CORP Industrials 16,097.0 $311K 0.09% $19.34 -40.5%
73 CIEN CIENA CORP Technology 632.0 $310K 0.09% +58.0 +10.1% $490.56 -22.9%
74 ETN EATON CORP PLC Industrials 723.0 $308K 0.09% -6.0 -0.8% $426.12 -5.5%
75 LITE LUMENTUM HLDGS INC Technology 356.0 $305K 0.08% +6.0 +1.7% $858.06 +4.3%
76 WAL WESTERN ALLIANCE BANCORP Financial Services 3,570.0 $293K 0.08% $82.20 -4.5%
77 LEIDOS HOLDINGS INC 2,801.0 $288K 0.08% +51.0 +1.9% $102.97
78 JPM JPMORGAN CHASE & CO Financial Services 862.0 $282K 0.08% -32.0 -3.6% $327.26 +9.3%
79 CRM SALESFORCE INC Technology 1,797.0 $282K 0.08% $156.66 +63.4%
80 GE GE AEROSPACE Industrials 752.0 $281K 0.08% NEW $373.73 -8.3%
Page 4 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%