Portfolio (Quarterly)
Guide ↗
GS Investments, Inc.
· CIK 0001714590| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMT | AMERICAN TOWER CORP | Real Estate | 188.0 | $32K | 0.02% | -5K | -96.1% | $172.58 | +1.9% |
| 22 | COF | CAPITAL ONE FINL CORP | Financial Services | 75.0 | $14K | 0.01% | -26.0 | -25.7% | $182.43 | +20.4% |
| 23 | SOLV | SOLVENTUM CORP | Healthcare | 54.0 | $4K | 0.00% | -92.0 | -63.0% | $65.30 | +40.4% |
① 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
25.0%
Financial Services
15.8%
Consumer Cyclical
11.3%
Healthcare
11.2%
Communication Services
10.8%
Consumer Defensive
6.4%
Basic Materials
5.5%
Energy
5.2%
Industrials
4.6%
Utilities
3.6%