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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 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIRST TR EXCHANGE-TRADED FD 186,523.0 $4.3M 1.25% +7K +3.8% $23.09
22 SPMD SPDR SERIES TRUST 62,931.0 $4.3M 1.23% -811.0 -1.3% $67.56 -1.7%
23 JIVE J P MORGAN EXCHANGE TRADED F 45,007.0 $4.1M 1.20% +941.0 +2.1% $91.95 +6.5%
24 SPSM SPDR SERIES TRUST 71,610.0 $4.1M 1.20% -566.0 -0.8% $57.67 -1.9%
25 CGUS CAPITAL GROUP CORE EQUITY ET 89,763.0 $4.0M 1.16% -19K -17.6% $44.48 +1.9%
26 GSST GOLDMAN SACHS ETF TR 75,562.0 $3.8M 1.11% +1K +1.7% $50.58 -0.0%
27 C CITIGROUP INC Financial Services 26,711.0 $3.7M 1.08% -475.0 -1.8% $139.96 -5.1%
28 MU MICRON TECHNOLOGY INC Technology 3,234.0 $3.7M 1.08% -4K -55.9% $1154.32 -19.2%
29 USFR WISDOMTREE TR 73,729.0 $3.7M 1.07% +66K +815.3% $50.35 +0.0%
30 JPM JPMORGAN CHASE & CO Financial Services 11,024.0 $3.6M 1.04% +104.0 +0.9% $327.32 +9.3%
31 IVE ISHARES TR 15,864.0 $3.6M 1.04% NEW $227.06 +4.5%
32 GEV GE VERNOVA INC Utilities 3,038.0 $3.6M 1.03% NEW $1174.86 -22.4%
33 RSPN INVESCO EXCHANGE TRADED FD T 54,724.0 $3.5M 1.01% +1K +2.6% $63.99 -2.8%
34 AMAT APPLIED MATLS INC Technology 4,785.0 $3.5M 1.00% +4K +399.5% $723.00 -36.1%
35 ENTERGY CORP NEW 28,872.0 $3.3M 0.96% $114.86
36 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,358.0 $3.3M 0.95% NEW $350.07 -8.6%
37 PKG PACKAGING CORP AMER Consumer Cyclical 13,439.0 $3.2M 0.93% +8K +132.3% $238.28 +0.9%
38 DGX QUEST DIAGNOSTICS INC Healthcare 15,108.0 $3.2M 0.93% -184.0 -1.2% $211.95 +14.5%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,353.0 $3.0M 0.88% -71.0 -1.1% $477.57 -12.6%
40 TT TRANE TECHNOLOGIES PLC Industrials 6,087.0 $3.0M 0.87% $491.16 -8.6%
Page 2 of 8  ·  155 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%