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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPEM SPDR INDEX SHS FDS 35,671.0 $1.8M 0.54% +2K +5.7% $51.78 +1.9%
62 DGRW WISDOMTREE TR 18,384.0 $1.8M 0.51% NEW $95.62 +3.9%
63 MCD MCDONALDS CORP Consumer Cyclical 6,227.0 $1.7M 0.49% NEW $270.31 -2.0%
64 J P MORGAN EXCHANGE TRADED F 32,699.0 $1.7M 0.48% NEW $50.57
65 AMZN AMAZON COM INC Consumer Cyclical 6,890.0 $1.6M 0.48% +145.0 +2.1% $238.34 +11.8%
66 AEP AMERICAN ELEC PWR CO INC Utilities 11,584.0 $1.6M 0.46% -283.0 -2.4% $136.81 -10.6%
67 AMGN AMGEN INC Healthcare 4,359.0 $1.6M 0.46% NEW $362.12 +19.4%
68 JCI JOHNSON CONTROLS INTERNATION Industrials 10,771.0 $1.6M 0.46% -165.0 -1.5% $146.11 -4.5%
69 DLN WISDOMTREE TR 16,276.0 $1.6M 0.45% NEW $96.32 +4.5%
70 HPE HEWLETT PACKARD ENTERPRISE C Technology 34,381.0 $1.6M 0.45% NEW $45.11 +15.9%
71 BA BOEING CO Industrials 6,773.0 $1.5M 0.42% $216.47 -3.1%
72 TSLA TESLA INC Consumer Cyclical 3,483.0 $1.5M 0.42% +102.0 +3.0% $420.60 -17.1%
73 IJH ISHARES TR 17,915.0 $1.4M 0.40% NEW $77.11 -1.8%
74 VUG VANGUARD INDEX FDS 15,527.0 $1.3M 0.39% +12K +410.8% $86.14 +2.8%
75 EEM ISHARES TR 19,534.0 $1.3M 0.39% +1K +7.5% $68.41 -1.9%
76 KO COCA COLA CO Consumer Defensive 16,216.0 $1.3M 0.38% +598.0 +3.8% $81.27 +10.3%
77 ISCG ISHARES TR 19,860.0 $1.3M 0.38% NEW $65.54 -2.2%
78 IMTM ISHARES TR 23,525.0 $1.3M 0.36% +624.0 +2.7% $53.33 -0.0%
79 BERKSHIRE HATHAWAY INC DEL 2,499.0 $1.3M 0.36% -96.0 -3.7% $500.39
80 SIZE ISHARES TR 6,917.0 $1.2M 0.36% +357.0 +5.4% $178.28 +3.1%
Page 4 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%