Portfolio (Quarterly) Guide ↗

Galvin, Gaustad & Stein, LLC

· CIK 0001840945

13F Portfolio $1.2B AUM 252 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 23 New 72 Added 102 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	MMM	3M CO	Industrials	1,280	$205K	0.02%	SOLD

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Sector Allocation

Technology 25.4%

Financial Services 18.7%

Healthcare 15.2%

Industrials 13.3%

Consumer Cyclical 10.3%

Communication Services 8.2%

Consumer Defensive 5.2%

Energy 2.1%

Utilities 1.4%

Basic Materials 0.1%