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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USHY ISHARES TR 6,170.0 $227K 0.08% +69.0 +1.1% $36.84 +0.3%
62 V VISA INC Financial Services 732.0 $221K 0.08% +18.0 +2.5% $302.24 +11.2%
63 AVGO BROADCOM INC Technology 660.0 $204K 0.07% +71.0 +12.1% $309.51 +17.9%
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
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%