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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 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCZ ISHARES TR 4,450.0 $349K 0.03% -330.0 -6.9% $78.41 +10.2%
202 SCHA SCHWAB STRATEGIC TR 11,816.0 $344K 0.03% +948.0 +8.7% $29.08 +16.8%
203 IDMO INVESCO EXCH TRADED FD TR II 6,106.0 $335K 0.03% NEW $54.84 +11.2%
204 BAC BANK AMERICA CORP Financial Services 6,834.0 $333K 0.03% -108.0 -1.6% $48.75 +7.1%
205 NRG NRG ENERGY INC Utilities 2,229.0 $326K 0.03% $146.14 -3.9%
206 INTC INTEL CORP Technology 7,353.0 $324K 0.03% NEW $44.13 +179.9%
207 PMAR INNOVATOR ETFS TRUST 7,184.0 $321K 0.03% +291.0 +4.2% $44.62 +6.7%
208 BANK AMERICA CORP 266.0 $317K 0.03% -176.0 -39.8% $1191.56
209 EFA ISHARES TR 3,231.0 $314K 0.03% -50.0 -1.5% $97.14 +8.2%
210 EFAV ISHARES TR 3,381.0 $309K 0.03% -612.0 -15.3% $91.38 -0.3%
211 USO UNITED STS OIL FD LP Financial Services 2,413.0 $307K 0.03% NEW $127.25 +7.7%
212 FTEC FIDELITY COVINGTON TRUST 1,444.0 $300K 0.02% +14.0 +1.0% $208.07 +35.5%
213 IVW ISHARES TR 2,612.0 $295K 0.02% $113.12 +22.3%
214 IWV ISHARES TR 791.0 $293K 0.02% $370.52 +14.9%
215 PJUL INNOVATOR ETFS TRUST 6,347.0 $292K 0.02% -2K -27.2% $45.97 +5.4%
216 PNOV INNOVATOR ETFS TRUST 7,095.0 $290K 0.02% $40.86 +8.0%
217 DIA STATE STR SPDR DOW JONES IND Financial Services 625.0 $289K 0.02% $463.19 +9.1%
218 IWR ISHARES TR 2,964.0 $288K 0.02% $97.23 +9.9%
219 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 3,101.0 $286K 0.02% +40.0 +1.3% $92.26 +24.2%
220 VBK VANGUARD INDEX FDS 930.0 $281K 0.02% $302.25 +16.7%
Page 11 of 13  ·  252 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%