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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 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 33,959.0 $4.7M 1.35% NEW $137.53 +1.8%
2 IVE ISHARES TR 15,864.0 $3.6M 1.04% NEW $227.06 +4.5%
3 GEV GE VERNOVA INC Utilities 3,038.0 $3.6M 1.03% NEW $1174.86 -22.4%
4 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,358.0 $3.3M 0.95% NEW $350.07 -8.6%
5 PEP PEPSICO INC Consumer Defensive 21,562.0 $2.9M 0.85% NEW $135.40 +4.2%
6 SCHF SCHWAB STRATEGIC TR 103,144.0 $2.9M 0.83% NEW $27.70 +2.2%
7 BINC BLACKROCK ETF TRUST II 42,852.0 $2.2M 0.65% NEW $52.34 -0.7%
8 DGRW WISDOMTREE TR 18,384.0 $1.8M 0.51% NEW $95.62 +3.9%
9 MCD MCDONALDS CORP Consumer Cyclical 6,227.0 $1.7M 0.49% NEW $270.31 -2.0%
10 J P MORGAN EXCHANGE TRADED F 32,699.0 $1.7M 0.48% NEW $50.57
11 AMGN AMGEN INC Healthcare 4,359.0 $1.6M 0.46% NEW $362.12 +19.4%
12 DLN WISDOMTREE TR 16,276.0 $1.6M 0.45% NEW $96.32 +4.5%
13 HPE HEWLETT PACKARD ENTERPRISE C Technology 34,381.0 $1.6M 0.45% NEW $45.11 +15.9%
14 IJH ISHARES TR 17,915.0 $1.4M 0.40% NEW $77.11 -1.8%
15 ISCG ISHARES TR 19,860.0 $1.3M 0.38% NEW $65.54 -2.2%
16 SDCI USCF ETF TR 32,560.0 $861K 0.25% NEW $26.44 +13.7%
17 STIP ISHARES TR 7,127.0 $728K 0.21% NEW $102.16 -1.5%
18 XLI SELECT SECTOR SPDR TR 3,543.0 $656K 0.19% NEW $185.23 -4.4%
19 VBR VANGUARD INDEX FDS 2,536.0 $616K 0.18% NEW $242.99 +1.6%
20 VT VANGUARD INTL EQUITY INDEX F 3,901.0 $612K 0.18% NEW $156.95 +2.6%
Page 1 of 2  ·  29 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%