BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KGC KINROSS GOLD CORP Basic Materials 6,745.0 $206K 0.02% NEW $30.52 -3.4%
22 PEP PEPSICO INC Consumer Defensive 1,315.0 $204K 0.02% NEW $155.24 -6.2%
23 EMXC ISHARES INC 2,578.0 $203K 0.02% NEW $78.65 +27.1%
Page 2 of 2  ·  23 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
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%