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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 12 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VYM VANGUARD WHITEHALL FDS 1,891.0 $280K 0.02% +141.0 +8.1% $148.09 +7.2%
222 PMAY INNOVATOR ETFS TRUST 7,008.0 $280K 0.02% $39.94 +3.3%
223 CHWY CHEWY INC Consumer Cyclical 10,099.0 $273K 0.02% NEW $27.00 -21.3%
224 PSEP INNOVATOR ETFS TRUST 6,317.0 $272K 0.02% $43.06 +6.2%
225 SPLV INVESCO EXCH TRADED FD TR II 3,670.0 $268K 0.02% $73.14 +1.0%
226 IWS ISHARES TR 1,841.0 $268K 0.02% -10.0 -0.5% $145.73 +9.9%
227 SATS ECHOSTAR CORP Technology 2,241.0 $262K 0.02% NEW $117.07 +5.2%
228 VGLT VANGUARD SCOTTSDALE FDS 4,735.0 $262K 0.02% -2K -24.4% $55.36 -1.7%
229 GDX VANECK ETF TRUST 2,784.0 $255K 0.02% NEW $91.77 -3.6%
230 IBM INTERNATIONAL BUSINESS MACHS Technology 1,044.0 $253K 0.02% -30.0 -2.8% $242.42 +3.4%
231 VOT VANGUARD INDEX FDS 960.0 $247K 0.02% $257.35 +14.4%
232 PJUN INNOVATOR ETFS TRUST 5,869.0 $245K 0.02% $41.83 +3.7%
233 PAUG INNOVATOR ETFS TRUST 5,722.0 $244K 0.02% $42.72 +6.0%
234 DUK DUKE ENERGY CORP NEW Utilities 1,858.0 $243K 0.02% $130.95 -4.6%
235 IYY ISHARES TR 1,499.0 $238K 0.02% $158.44 +15.1%
236 BA BOEING CO Industrials 1,191.0 $237K 0.02% -25.0 -2.1% $198.98 +10.0%
237 UPST UPSTART HLDGS INC Financial Services 9,217.0 $236K 0.02% NEW $25.65 +19.4%
238 INNOVATOR ETFS TRUST 8,750.0 $234K 0.02% $26.75
239 HIMX HIMAX TECHNOLOGIES INC Technology 28,988.0 $228K 0.02% NEW $7.87 +172.3%
240 QQQE DIREXION SHARES ETF TRUST 2,295.0 $226K 0.02% $98.55 +20.1%
Page 12 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%