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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 54,684.0 $1.3M 0.47% -29K -34.4% $24.39 -23.2%
62 VUG VANGUARD INDEX FDS 3,040.0 $1.3M 0.47% +21.0 +0.7% $436.73 -81.1%
63 FTSM FIRST TR EXCHANGE-TRADED FD 22,116.0 $1.3M 0.47% NEW $59.78 +0.3%
64 ULST SSGA ACTIVE ETF TR 31,189.0 $1.3M 0.44% +16K +110.0% $40.50 -0.2%
65 TSLA TESLA INC Consumer Cyclical 3,381.0 $1.3M 0.44% +243.0 +7.7% $371.75 +2.1%
66 SPAB SPDR SERIES TRUST 48,820.0 $1.3M 0.44% -17K -26.0% $25.62 -0.0%
67 BERKSHIRE HATHAWAY INC DEL 2,595.0 $1.2M 0.44% -637.0 -19.7% $479.20
68 PKG PACKAGING CORP AMER Consumer Cyclical 5,784.0 $1.2M 0.43% -7K -55.1% $212.22 +13.8%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 24,083.0 $1.2M 0.42% +452.0 +1.9% $50.20 -7.3%
70 KO COCA COLA CO Consumer Defensive 15,618.0 $1.2M 0.42% -141.0 -0.9% $76.05 +8.7%
71 IVLU ISHARES TR 29,030.0 $1.2M 0.41% $39.68 +4.9%
72 FYX FIRST TR EXCHANGE-TRADED ALP 9,561.0 $1.1M 0.40% -271.0 -2.8% $119.35 +19.8%
73 IMTM ISHARES TR 22,901.0 $1.1M 0.39% NEW $48.02 +9.0%
74 JNJ JOHNSON & JOHNSON Healthcare 4,490.0 $1.1M 0.39% +44.0 +1.0% $244.47 +4.2%
75 ED CONSOLIDATED EDISON INC Utilities 9,458.0 $1.1M 0.38% +472.0 +5.2% $113.18 -1.0%
76 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 14,595.0 $1.1M 0.37% +2K +16.2% $72.69 +5.6%
77 MTUM ISHARES TR 4,397.0 $1.1M 0.37% +67.0 +1.6% $240.00 +35.7%
78 SIZE ISHARES TR 6,560.0 $1.0M 0.37% NEW $159.46 +11.2%
79 EEM ISHARES TR 18,178.0 $1.0M 0.36% +822.0 +4.7% $56.79 +18.3%
80 EMLP FIRST TR EXCHANGE-TRADED FD 23,071.0 $1.0M 0.35% -1K -5.6% $43.66 +0.7%
Page 4 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%