BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

G&S Capital LLC

· CIK 0001731448
13F Portfolio $345M AUM 156 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 60 Added 40 Reduced 7 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACWI ISHARES TR 15,796.0 $2.5M 0.72% +1K +9.2% $156.97 +2.6%
22 SETM SPROTT FDS TR 72,108.0 $2.2M 0.65% +808.0 +1.1% $31.16 +11.3%
23 GBIL GOLDMAN SACHS ETF TR 22,188.0 $2.2M 0.64% +2K +9.7% $100.16 -0.0%
24 SPAB SPDR SERIES TRUST 85,783.0 $2.2M 0.63% +37K +75.7% $25.52 -1.6%
25 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 63,189.0 $1.9M 0.55% +2K +3.7% $30.17 +12.0%
26 SPEM SPDR INDEX SHS FDS 35,671.0 $1.8M 0.54% +2K +5.7% $51.78 +1.9%
27 AMZN AMAZON COM INC Consumer Cyclical 6,890.0 $1.6M 0.48% +145.0 +2.1% $238.34 +11.8%
28 TSLA TESLA INC Consumer Cyclical 3,483.0 $1.5M 0.42% +102.0 +3.0% $420.60 -17.1%
29 VUG VANGUARD INDEX FDS 15,527.0 $1.3M 0.39% +12K +410.8% $86.14 +2.8%
30 EEM ISHARES TR 19,534.0 $1.3M 0.39% +1K +7.5% $68.41 -1.9%
31 KO COCA COLA CO Consumer Defensive 16,216.0 $1.3M 0.38% +598.0 +3.8% $81.27 +10.3%
32 IMTM ISHARES TR 23,525.0 $1.3M 0.36% +624.0 +2.7% $53.33 -0.0%
33 SIZE ISHARES TR 6,917.0 $1.2M 0.36% +357.0 +5.4% $178.28 +3.1%
34 IVLU ISHARES TR 29,364.0 $1.2M 0.36% +334.0 +1.1% $41.82 +5.8%
35 SPYM SPDR SERIES TRUST 13,493.0 $1.2M 0.34% +1K +11.5% $87.88 +3.1%
36 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,081.0 $1.2M 0.33% +486.0 +3.3% $76.40 +6.7%
37 EMR EMERSON ELEC CO Industrials 7,634.0 $1.1M 0.32% +143.0 +1.9% $143.14 +8.4%
38 ED CONSOLIDATED EDISON INC Utilities 9,817.0 $1.1M 0.32% +359.0 +3.8% $110.63 -2.8%
39 EMLP FIRST TR EXCHANGE-TRADED FD 24,063.0 $1.0M 0.30% +992.0 +4.3% $43.50 +1.1%
40 GOOGL ALPHABET INC Communication Services 2,721.0 $973K 0.28% +92.0 +3.5% $357.42 -3.0%
Page 2 of 3  ·  60 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 32.8%
Technology 23.4%
Industrials 11.8%
Healthcare 8.1%
Consumer Defensive 6.4%
Energy 5.5%
Consumer Cyclical 5.3%
Utilities 3.6%
Basic Materials 1.9%
Communication Services 1.0%