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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADBE ADOBE INC Technology 878.0 $213K 0.07% -3K -76.8% $243.08 -0.7%
82 MA MASTERCARD INCORPORATED Financial Services 427.0 $213K 0.07% +152.0 +55.3% $499.66 -1.2%
83 ESOA ENERGY SERVICES OF AMER CORP Industrials 16,097.0 $211K 0.07% NEW $13.13 +25.1%
84 PWR QUANTA SVCS INC Industrials 382.0 $210K 0.07% NEW $549.02 +33.0%
85 SLB SLB LIMITED Energy 3,948.0 $203K 0.07% NEW $51.39 +7.3%
86 GRAB GRAB HOLDINGS LIMITED Technology 39,159.0 $143K 0.05% $3.66 -3.3%
87 ARRY ARRAY TECHNOLOGIES INC Energy 13,716.0 $99K 0.03% NEW $7.23 +28.1%
88 BITFARMS LTD 15,254.0 $30K 0.01% NEW $1.95
Page 5 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%