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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX CALL VANECK ETF TRUST 4,800.0 $362K 0.10% NEW $75.45 +30.1%
22 TCHP T ROWE PRICE EXCHANGE-TRADED 5,643.0 $283K 0.08% NEW $50.09 +0.7%
23 CRWD CROWDSTRIKE HLDGS INC Technology 360.0 $275K 0.08% NEW $190.78 +19.3%
24 GLD CALL SPDR GOLD TR Financial Services 700.0 $258K 0.07% NEW $368.38 +10.4%
25 SCHX SCHWAB STRATEGIC TR 8,359.0 $246K 0.07% NEW $29.43 +2.7%
26 LMT LOCKHEED MARTIN CORP Industrials 462.0 $236K 0.07% NEW $509.79 +10.3%
27 EWJ ISHARES INC 2,178.0 $203K 0.06% NEW $93.27 +2.7%
28 GDX VANECK ETF TRUST 1,646.0 $124K 0.04% NEW $75.45 +30.1%
29 UBER PUT UBER TECHNOLOGIES INC Technology 1,000.0 $72K 0.02% NEW $72.16 +5.4%
Page 2 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%