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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 6,283.0 $452K 0.16% -3K -30.3% $71.93 +5.9%
42 USFR WISDOMTREE TR 8,055.0 $405K 0.14% -1K -15.2% $50.34 -0.0%
43 SLV ISHARES SILVER TR Financial Services 3,998.0 $272K 0.10% -803.0 -16.7% $68.14 -21.8%
44 KMI KINDER MORGAN INC DEL Energy 7,904.0 $265K 0.09% -907.0 -10.3% $33.53 -1.0%
45 UNH UNITEDHEALTH GROUP INC Healthcare 776.0 $210K 0.07% -9K -91.8% $270.43 +58.2%
Page 3 of 3  ·  45 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%