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Portfolio (Quarterly) Guide ↗

G&S Capital LLC

· CIK 0001731448
13F Portfolio $283M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 6,800.0 $1.5M 0.52% NEW $217.12 +0.1%
62 VUG VANGUARD INDEX FDS 3,019.0 $1.5M 0.52% NEW $487.80 -83.0%
63 AMZN AMAZON COM INC Consumer Cyclical 6,314.0 $1.5M 0.52% NEW $230.82 +0.8%
64 RTX RTX CORPORATION Industrials 7,753.0 $1.4M 0.50% NEW $183.39 +2.5%
65 TSLA TESLA INC Consumer Cyclical 3,138.0 $1.4M 0.50% NEW $449.72 -15.6%
66 DELL DELL TECHNOLOGIES INC Technology 10,720.0 $1.3M 0.48% NEW $125.88 +217.4%
67 SPEM SPDR INDEX SHS FDS 25,842.0 $1.2M 0.43% NEW $46.81 +8.6%
68 META META PLATFORMS INC Communication Services 1,707.0 $1.1M 0.40% NEW $660.09 -16.6%
69 FNY FIRST TR EXCHANGE-TRADED ALP 12,303.0 $1.1M 0.40% NEW $91.19 +19.2%
70 FYX FIRST TR EXCHANGE-TRADED ALP 9,832.0 $1.1M 0.39% NEW $113.14 +26.4%
71 IVLU ISHARES TR 29,153.0 $1.1M 0.39% NEW $38.05 +9.4%
72 KO COCA COLA CO Consumer Defensive 15,759.0 $1.1M 0.39% NEW $69.91 +18.2%
73 MTUM ISHARES TR 4,330.0 $1.1M 0.38% NEW $250.32 +30.1%
74 FTC FIRST TR EXCHANGE-TRADED ALP 6,742.0 $1.1M 0.38% NEW $159.88 +16.8%
75 SMTH ALPS ETF TR 40,832.0 $1.1M 0.38% NEW $26.07 -1.0%
76 VZ VERIZON COMMUNICATIONS INC Communication Services 23,631.0 $962K 0.34% NEW $40.73 +14.3%
77 EEM ISHARES TR 17,356.0 $950K 0.34% NEW $54.71 +22.8%
78 EMR EMERSON ELEC CO Industrials 7,147.0 $949K 0.34% NEW $132.72 +8.1%
79 EMLP FIRST TR EXCHANGE-TRADED FD 24,443.0 $926K 0.33% NEW $37.87 +16.1%
80 SPYM SPDR SERIES TRUST 11,522.0 $924K 0.33% NEW $80.22 +6.9%
Page 4 of 7  ·  132 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 36.5%
Technology 20.0%
Industrials 11.2%
Healthcare 10.7%
Consumer Defensive 6.1%
Energy 5.3%
Consumer Cyclical 4.2%
Communication Services 2.3%
Utilities 2.2%
Basic Materials 1.4%