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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PWR QUANTA SVCS INC Industrials 385.0 $277K 0.08% +3.0 +0.8% $720.04 -16.3%
82 GS GOLDMAN SACHS GROUP INC Financial Services 270.0 $273K 0.07% $1010.49 +2.3%
83 EFA ISHARES TR 2,617.0 $272K 0.07% $103.88 +3.7%
84 GNRC GENERAC HLDGS INC Industrials 870.0 $255K 0.07% NEW $292.81 -37.2%
85 MA MASTERCARD INCORPORATED Financial Services 447.0 $230K 0.06% +20.0 +4.7% $513.60 +15.9%
86 SNDK SANDISK CORP Technology 99.0 $225K 0.06% NEW $2273.73 -34.7%
87 WDC WESTERN DIGITAL CORP Technology 336.0 $215K 0.06% NEW $638.72 -28.1%
88 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 787.0 $214K 0.06% NEW $271.95 -14.4%
89 LRCX LAM RESEARCH CORP Technology 492.0 $213K 0.06% NEW $433.33 -30.3%
90 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,390.0 $213K 0.06% NEW $152.96 -25.2%
91 ENPH ENPHASE ENERGY INC Energy 4,233.0 $208K 0.06% NEW $49.24 -24.4%
92 ACLS AXCELIS TECHNOLOGIES INC Technology 1,087.0 $206K 0.06% NEW $189.45 -39.0%
93 IJR ISHARES TR 1,377.0 $204K 0.06% -916.0 -40.0% $148.30 -1.8%
94 CGNX COGNEX CORP Technology 2,776.0 $201K 0.06% NEW $72.42 -16.5%
95 ADI ANALOG DEVICES INC Technology 402.0 $160K 0.04% NEW $397.17 -8.9%
96 GRAB GRAB HOLDINGS LIMITED Technology 39,159.0 $148K 0.04% $3.77 -4.2%
97 ARRY ARRAY TECHNOLOGIES INC Energy 13,716.0 $102K 0.03% $7.41 -38.1%
98 KEEL KEEL INFRASTRUCTURE CORP Technology 14,236.0 $82K 0.02% NEW $5.74 -43.7%
99 URG UR-ENERGY INC Energy 45,000.0 $61K 0.02% NEW $1.36 +3.7%
100 DSX DIANA SHIPPING INC Industrials 10,000.0 $21K 0.01% NEW $2.10 +32.4%
Page 5 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%