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Portfolio (Quarterly) Guide ↗

GFG Capital, LLC

· CIK 0001638520
13F Portfolio $313M AUM 143 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 36 Added 17 Reduced 5 Exited
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PYPL PAYPAL HLDGS INC Financial Services 36,867.0 $1.7M 0.53% +16K +78.0% $45.23 -2.5%
42 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,551.0 $1.7M 0.53% +2K +483.8% $650.34 +15.4%
43 FCX FREEPORT MCMORAN INC Basic Materials 26,059.0 $1.5M 0.49% NEW $58.78 +6.9%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,493.0 $1.5M 0.48% NEW $337.95 +23.3%
45 ET ENERGY TRANSFER L P Energy 78,668.0 $1.5M 0.48% NEW $19.30 +1.0%
46 USMV ISHARES TR 15,804.0 $1.5M 0.47% -3K -14.9% $92.74 +3.9%
47 AVGO BROADCOM INC Technology 4,007.0 $1.2M 0.40% +3K +400.2% $309.51 +35.7%
48 TSLA TESLA INC Consumer Cyclical 3,142.0 $1.2M 0.37% +2K +381.9% $371.75 +18.6%
49 BAC BANK AMERICA CORP Financial Services 20,901.0 $1.0M 0.33% NEW $48.75 +4.9%
50 GOOG ALPHABET INC Communication Services 3,211.0 $921K 0.29% +1K +56.6% $286.86 +33.6%
51 VOO VANGUARD INDEX FDS 1,339.0 $800K 0.26% +498.0 +59.2% $597.60 +15.4%
52 CCL CARNIVAL CORP Consumer Cyclical 28,874.0 $747K 0.24% NEW $25.88 +6.0%
53 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.23% $718140.00
54 IWF ISHARES TR 1,558.0 $664K 0.21% -11K -87.5% $426.42 -70.4%
55 LLY ELI LILLY & CO Healthcare 717.0 $659K 0.21% +624.0 +671.0% $919.77 +21.6%
56 DAL DELTA AIR LINES INC Industrials 8,154.0 $542K 0.17% NEW $66.48 +21.9%
57 FANG DIAMONDBACK ENERGY INC Energy 2,528.0 $500K 0.16% NEW $197.79 -1.6%
58 XOM EXXON MOBIL CORP Energy 2,933.0 $498K 0.16% NEW $169.66 -12.0%
59 VUG VANGUARD INDEX FDS 1,049.0 $458K 0.15% -65.0 -5.8% $436.79 -79.8%
60 LEIDOS HOLDINGS INC 2,750.0 $428K 0.14% $155.52
Page 3 of 5  ·  88 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 49.1%
Financial Services 24.5%
Communication Services 16.0%
Consumer Cyclical 4.8%
Energy 2.5%
Consumer Defensive 1.2%
Industrials 0.8%
Basic Materials 0.7%
Healthcare 0.4%