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Portfolio (Quarterly) Guide ↗

G&S Capital LLC

· CIK 0001731448
13F Portfolio $285M AUM 133 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 63 Added 45 Reduced 10 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 26,552.0 $17.3M 6.07% +754.0 +2.9% $650.34 +12.2%
2 VTV VANGUARD INDEX FDS 60,972.0 $12.0M 4.20% +725.0 +1.2% $196.20 +11.3%
3 BIL SPDR SERIES TRUST 111,461.0 $10.2M 3.59% +19K +20.0% $91.64 -0.0%
4 QQQ INVESCO QQQ TR Financial Services 14,614.0 $8.4M 2.96% +306.0 +2.1% $577.16 +22.4%
5 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 10,588.0 $6.5M 2.29% +201.0 +1.9% $616.76 +12.7%
6 IJR ISHARES TR 51,605.0 $6.4M 2.25% +2K +3.1% $124.31 +18.6%
7 SPLV INVESCO EXCH TRADED FD TR II 61,199.0 $4.5M 1.57% +4K +7.5% $73.14 +3.6%
8 PG PROCTER AND GAMBLE CO Consumer Defensive 30,883.0 $4.5M 1.57% +1K +3.8% $144.44 +3.2%
9 FEOE RBB FUND TRUST 84,699.0 $4.3M 1.50% +24K +39.0% $50.46 +5.5%
10 CGUS CAPITAL GROUP CORE EQUITY ET 108,972.0 $4.2M 1.47% +4K +4.2% $38.42 +13.2%
11 DOW DOW INC Basic Materials 99,626.0 $4.1M 1.46% +72K +265.6% $41.65 -30.3%
12 SPDW SPDR INDEX SHS FDS 89,680.0 $4.1M 1.44% +11K +13.8% $45.65 +9.2%
13 RDVI FIRST TR EXCHANGE-TRADED FD 158,181.0 $4.0M 1.42% +11K +7.8% $25.55 +13.0%
14 ABBV ABBVIE INC Healthcare 18,242.0 $4.0M 1.39% +554.0 +3.1% $217.48 +15.6%
15 FIRST TR EXCH TRADED FD III 179,779.0 $3.9M 1.37% +12K +7.3% $21.70
16 CGXU CAPITAL GROUP INTL FOCUS EQT 131,499.0 $3.9M 1.36% +2K +1.9% $29.49 +16.7%
17 AMLP ALPS ETF TR 72,468.0 $3.8M 1.34% +388.0 +0.5% $52.64 -2.3%
18 DELL DELL TECHNOLOGIES INC Technology 23,037.0 $3.8M 1.33% +12K +114.9% $164.13 +143.4%
19 JIVE J P MORGAN EXCHANGE TRADED F 44,066.0 $3.8M 1.33% +18K +71.4% $85.64 +6.9%
20 GSST GOLDMAN SACHS ETF TR 74,326.0 $3.8M 1.32% +14K +22.5% $50.55 +0.0%
Page 1 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
Financial Services 35.6%
Technology 18.1%
Industrials 11.4%
Healthcare 9.1%
Consumer Defensive 6.8%
Energy 6.7%
Basic Materials 4.9%
Consumer Cyclical 3.3%
Communication Services 2.3%
Utilities 1.8%