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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 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMLP ALPS ETF TR 72,468.0 $3.8M 1.34% +388.0 +0.5% $52.64 -2.3%
22 DELL DELL TECHNOLOGIES INC Technology 23,037.0 $3.8M 1.33% +12K +114.9% $164.13 +143.4%
23 SPMD SPDR SERIES TRUST 63,742.0 $3.8M 1.33% -14K -17.8% $59.22 +12.7%
24 JIVE J P MORGAN EXCHANGE TRADED F 44,066.0 $3.8M 1.33% +18K +71.4% $85.64 +6.9%
25 GSST GOLDMAN SACHS ETF TR 74,326.0 $3.8M 1.32% +14K +22.5% $50.55 +0.0%
26 KNG FIRST TR EXCHANGE-TRADED FD 73,615.0 $3.6M 1.26% +4K +5.2% $48.71 +4.1%
27 SPSM SPDR SERIES TRUST 72,176.0 $3.5M 1.23% +22K +43.4% $48.32 +18.6%
28 ENTERGY CORP NEW 28,946.0 $3.3M 1.14% -1K -4.4% $112.36
29 JPM JPMORGAN CHASE & CO. Financial Services 10,920.0 $3.2M 1.13% $294.16 +11.9%
30 AXP AMERICAN EXPRESS CO Financial Services 10,588.0 $3.2M 1.12% -247.0 -2.3% $302.49 +12.5%
31 CAT CATERPILLAR INC Industrials 4,498.0 $3.2M 1.12% -1K -22.0% $708.43 +40.8%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 12,894.0 $3.1M 1.10% -8K -38.6% $242.38 +12.1%
33 WMT WALMART INC Consumer Defensive 24,872.0 $3.1M 1.09% -4K -15.1% $124.28 -6.9%
34 C CITIGROUP INC Financial Services 27,186.0 $3.1M 1.08% -1K -4.5% $113.41 +25.0%
35 RSPN INVESCO EXCHANGE TRADED FD T 53,321.0 $3.1M 1.08% -5K -8.8% $57.58 +9.8%
36 DGX QUEST DIAGNOSTICS INC Healthcare 15,292.0 $3.0M 1.05% +179.0 +1.2% $195.98 +7.1%
37 RTX RTX CORPORATION Industrials 15,206.0 $2.9M 1.03% +7K +96.1% $192.91 -2.5%
38 WM WASTE MGMT INC DEL Industrials 12,738.0 $2.9M 1.03% +601.0 +5.0% $229.79 -1.9%
39 WMB WILLIAMS COS INC Energy 39,949.0 $2.9M 1.02% -8K -17.2% $72.78 +7.1%
40 NDAQ NASDAQ INC Financial Services 33,187.0 $2.8M 0.99% +18K +111.6% $84.89 -7.5%
Page 2 of 7  ·  133 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%