GFS Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), GFS Advisors, LLC reported 173 stock positions worth $842.0 million. Its top holding was Tesla (TSLA) at 5.0% of the portfolio, followed by Alphabet Class A (GOOGL, 4.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.9%). Compared with Q3 2025, it opened 31 new positions, sold out of 6, added to 38 and reduced 58. The biggest buy was a new position in Dow (DOW) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −0%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001427263
Portfolio Value
$842.0M (Q4 2025)
SEC Filing
0001427263-26-000002 ↗ filed Feb 11, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $603.6M Q1 2024 Q2 2024: $620.5M Q2 2024 Q3 2024: $470.4M Q3 2024 Q4 2024: $657.6M Q4 2024 Q1 2025: $498.1M Q1 2025 Q2 2025: $730.8M Q2 2025 Q3 2025: $783.7M Q3 2025 Q4 2025: $842.0M $842.0M Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $937.5M Q2 2026

Holdings 173 stocks · $842.0M
TSLA Tesla Inc. 5.03% 65,321 $42.4M Add +0.0%
GOOGL Alphabet Inc. Class A 4.61% 124,098 $38.8M Reduce -5.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.93% 47,500 $33.1M Reduce -3.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.84% 284,243 $32.3M Reduce -0.1%
MSFT Microsoft Corp. 3.35% 58,237 $28.2M Add +0.5%
FDX FedEx Corp. 3.32% 96,669 $27.9M Reduce -2.1%
ACWI iShares MSCI Acwi ETF 3.26% 194,095 $27.5M Reduce -1.9%
VWO Vanguard Ftse Emerging Marke 3.16% 494,618 $26.6M Reduce -0.8%
BABA Alibaba Group Holding-SP ADR 2.98% 171,311 $25.1M Reduce -0.1%
EWJ iShares MSCI Japan ETF 2.70% 281,135 $22.7M Reduce -0.4%
IJR iShares Core S&P Small-Cap E 2.16% 151,458 $18.2M Reduce -0.9%
UNH Unitedhealth Group Inc. 2.02% 51,416 $17.0M Add +24.1%
RSP Invesco S&P 500 Equal Weight 1.97% 86,748 $16.6M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 1.97% 49,502 $16.6M Reduce -0.5%
IVV iShares Core S&P 500 ETF 1.77% 21,755 $14.9M Reduce -0.1%
NVDA Nvidia Corp. 1.69% 76,405 $14.2M Add +19.1%
SHV iShares 0-1 Year Treasury Bo 1.67% 127,339 $14.0M Reduce -10.9%
VGK Vanguard Ftse Europe ETF 1.53% 153,871 $12.9M Add +0.1%
IJH iShares Core S&P Midcap ETF 1.52% 193,449 $12.8M Reduce -1.8%
DOW Dow Inc. 1.39% 500,000 $11.7M New
AMZN Amazon.com Inc. 1.35% 224,512 $11.4M New
WMT Walmart Inc. 1.34% 101,197 $11.3M Reduce -0.7%
GOOG Alphabet Inc. Class C 1.31% 35,261 $11.1M Reduce -0.4%
JNJ Johnson & Johnson 1.22% 49,767 $10.3M Reduce -7.0%
AAXJ iShares MSCI All Country Asi 1.21% 109,145 $10.2M No change
FEZ State Street SPDR Euro Stoxx 1.20% 157,222 $10.1M Add +0.8%
PEP Pepsico Inc. 1.17% 68,630 $9.8M Reduce -10.9%
PFE Pfizer Inc. 1.17% 395,311 $9.8M Reduce -3.9%
CVX Chevron Corp. 1.14% 63,223 $9.6M Reduce -5.8%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.14% 573,780 $9.6M Reduce -8.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.14% 32,945 $9.6M No change
MDY State Street SPDR S&P Midcap 1.12% 15,628 $9.4M Reduce -1.1%
NKE Nike Inc. Class B 1.05% 139,393 $8.9M Add +9.7%
IAU iShares Gold Trust 1.01% 104,642 $8.5M Reduce -19.2%
MRK Merck & Co. Inc. 0.99% 79,462 $8.4M Reduce -39.7%
VXUS Vanguard Total Intl Stock 0.97% 107,896 $8.1M Reduce -2.1%
META Meta Platforms Inc. Class A 0.96% 12,188 $8.0M Add +22.6%
BXMT Blackstone Mortgage Tru Class A 0.94% 413,315 $7.9M Reduce -18.9%
UL Unilever PLC-Sponsored ADR 0.93% 119,696 $7.8M No change
JPM JPMorgan Chase & Co. 0.92% 24,149 $7.8M Reduce -16.4%
BBVA Banco Bilbao Vizcaya-SP ADR 0.88% 317,500 $7.4M No change
INTC Intel Corp. 0.85% 194,285 $7.2M Reduce -19.6%
ADBE Adobe Inc. 0.82% 19,769 $6.9M Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.76% 13,091 $6.4M No change
NAD Nuveen Quality Municipal Inc. 0.69% 483,570 $5.8M Reduce -6.1%
XOM Exxon Mobil Corp. 0.66% 45,847 $5.5M Add +3.6%
VEU Vanguard Ftse All-World Ex-U 0.65% 74,910 $5.5M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 0.65% 21,175 $5.5M No change
PG The Procter & Gamble Co. 0.56% 32,622 $4.7M Add +0.0%
SLV iShares Silver Trust 0.54% 70,184 $4.5M Add +50.8%
VSS Vanguard Ftse All Wo X-US SC 0.48% 28,062 $4.0M Reduce -2.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.47% 8,248 $4.0M Reduce -1.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.46% 20,445 $3.9M No change
STWD Starwood Property Trust Inc. 0.44% 206,795 $3.7M Add +111.4%
KHC The Kraft Heinz Co. 0.39% 137,125 $3.3M No change
MUB iShares National Muni Bond E 0.37% 29,000 $3.1M Reduce -29.3%
XLF SS Financial Select Sector 0.37% 56,656 $3.1M Add +11.7%
PLTR Palantir Technologies Inc. Class A 0.37% 17,340 $3.1M Reduce -41.3%
XLE SS Energy Select Sector 0.35% 65,900 $2.9M Add +5.3%
UDN Invesco DB US Dollar Index B 0.35% 160,000 $2.9M New
IWD iShares Russell 1000 Value E 0.32% 12,792 $2.7M No change
JEPI JPMorgan Equity Premium Inco 0.32% 46,860 $2.7M New
C Citigroup Inc. 0.32% 22,845 $2.7M Reduce -0.4%
GDX Vaneck Gold Miners ETF 0.29% 28,833 $2.5M Reduce -4.8%
GLD SPDR Gold Shares 0.28% 5,982 $2.4M Reduce -16.5%
WM Waste Management Inc. 0.28% 10,700 $2.4M Add +2.4%
SHEL Shell PLC-ADR 0.28% 31,692 $2.3M Reduce -1.5%
IBIT iShares Bitcoin Trust ETF 0.27% 46,414 $2.3M Add +29.1%
DEM Wisdomtree Emerging Markets 0.26% 47,155 $2.2M Reduce -0.3%
JMUB JPMorgan Municipal ETF 0.24% 40,600 $2.1M New
XBI SS SPDR S&P Biotech ETF 0.24% 16,767 $2.0M Reduce -2.4%
ESGU iShares ESG Aware MSCI USA 0.24% 13,500 $2.0M Reduce -3.5%
MU Micron Technology Inc. 0.24% 6,990 $2.0M New
V Visa Inc. Class A 0.24% 5,669 $2.0M Add +11.3%
BIZD Vaneck BDC Income ETF 0.23% 135,100 $1.9M Add +19.2%
BXSL Blackstone Secured Lending F 0.22% 71,250 $1.9M Add +2.2%
CSCO Cisco Systems Inc. 0.22% 23,964 $1.8M Add +0.1%
ET Energy Transfer LP 0.21% 109,000 $1.8M Reduce -0.2%
PANW Palo Alto Networks Inc. 0.21% 9,585 $1.8M Add +34.5%
SONO Sonos Inc. 0.21% 100,000 $1.8M No change
TM Toyota Motor Corp. -Spon ADR 0.21% 8,185 $1.8M No change
KREF KKR Real Estate Finance Trus 0.21% 210,870 $1.7M Reduce -2.5%
EPD Enterprise Products Partners 0.20% 52,500 $1.7M No change
PPA Invesco Aerospace & Defense 0.19% 10,354 $1.6M New
VXF Vanguard Extended Market ETF 0.19% 7,622 $1.6M No change
BOTZ Global X Robotics & Artifici 0.19% 43,724 $1.6M Reduce -0.3%
CPNG Coupang Inc. 0.18% 65,235 $1.5M No change
BMY Bristol-Myers Squibb Co. 0.17% 26,810 $1.4M New
IJS iShares S&P Small-Cap 600 Va 0.17% 12,672 $1.4M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.17% 6,764 $1.4M No change
EWP iShares MSCI Spain ETF 0.16% 25,000 $1.3M New
QCOM Qualcomm Inc. 0.16% 7,820 $1.3M No change
F Ford Motor Co. filed as FORD MTR CO 0.16% 100,000 $1.3M No change
TV Grupo Televisa SA-Spon ADR 0.15% 447,000 $1.3M Reduce -79.1%
BUD Anheuser-Busch Inbev-SPN ADR 0.15% 19,830 $1.3M Reduce -2.3%
OBDC Blue Owl Capital Corp. 0.15% 101,985 $1.3M Add +3.2%
EFA iShares MSCI Eafe ETF 0.15% 13,200 $1.3M Add +2.6%
VPL Vanguard Ftse Pacific ETF 0.14% 12,821 $1.2M Add +1.5%
MMM 3M Co. 0.14% 7,200 $1.2M Reduce -13.3%
IWP iShares Russell Mid-Cap Grow 0.13% 8,000 $1.1M No change
EWG iShares MSCI Germany ETF 0.13% 25,000 $1.1M New
EPP iShares MSCI Pacific Ex Japa 0.12% 25,000 $1.0M New
SCZ iShares MSCI Eafe Small-Cap 0.12% 13,143 $1.0M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.12% 11,105 $1.0M No change
EFV iShares MSCI Eafe Value ETF 0.12% 13,831 $988K No change
VOO Vanguard S&P 500 ETF 0.10% 1,360 $853K No change
COST Costco Wholesale Corp. 0.10% 972 $838K Add +2.5%
USFR Wisdomtree Floating Rate Tre 0.09% 15,240 $767K No change
EEM iShares MSCI Emerging Market 0.09% 13,900 $760K No change
DXJ Wisdomtree Japan Hedged Eq 0.09% 5,200 $750K No change
MELI MercadoLibre Inc. 0.09% 367 $738K Add +69.9%
ARRY Array Technologies Inc. 0.09% 80,000 $738K No change
ANGL Vaneck Fallen Angel High YLD 0.09% 24,432 $717K New
TSM Taiwan Semiconductor-SP ADR 0.09% 2,356 $716K Add +16.9%
CX Cemex Sab-Spons ADR Part Cer 0.08% 61,427 $706K Reduce -51.7%
EPOL iShares MSCI Poland ETF 0.08% 20,000 $704K No change
DELL Dell Technologies -C 0.08% 5,200 $655K New
LMT Lockheed Martin Corp. 0.08% 1,352 $654K Add +5.8%
TEVA Teva Pharmaceutical-SP ADR 0.07% 20,000 $624K No change
CGBD Carlyle Secured Lending Inc. 0.07% 49,700 $621K No change
ORCL Oracle Corp. 0.07% 3,077 $600K Add +104.7%
NEM Newmont Corp. 0.07% 5,857 $585K Reduce -1.2%
GS Goldman Sachs Group Inc. 0.06% 617 $542K Add +1.0%
UBER Uber Technologies Inc. 0.06% 6,500 $531K Reduce -0.3%
PINK Simplify Health Care ETF 0.06% 14,510 $531K Add +1.5%
AVGO Broadcom Inc. 0.06% 1,522 $527K Reduce -19.7%
AGG iShares Core U.S. Aggregate 0.06% 5,200 $519K No change
VEA Vanguard Ftse Developed ETF 0.06% 8,159 $510K No change
CBRL Cracker Barrel Old Country 0.06% 20,000 $508K New
NFLX Netflix Inc. 0.06% 5,300 $497K Reduce -2.4%
GWX State Street SPDR S&P Intern 0.06% 12,055 $493K No change
SNY Sanofi-ADR 0.06% 10,000 $485K No change
MTBA Simplify MBS ETF 0.06% 9,460 $477K Add +41.0%
CIBR First Trust Nasdaq Cybersecu 0.06% 6,667 $476K New
IGE iShares North American Natur 0.05% 9,180 $461K No change
INDA iShares MSCI India ETF 0.05% 8,358 $452K Add +27.1%
STZ Constellation Brands Inc. Class A 0.05% 3,260 $450K No change
WFC Wells Fargo & Co. 0.05% 4,812 $448K No change
MICC The Magnum Ice Cream Co. NV 0.05% 26,933 $430K No change
VNQ Vanguard Real Estate ETF 0.05% 4,827 $427K No change
MO Altria Group Inc. 0.05% 7,365 $425K Reduce -1.3%
MA Mastercard Inc. Class A 0.05% 725 $414K New
T AT&T Inc. 0.05% 16,515 $410K No change
IYW iShares Ustechnology ETF 0.05% 1,985 $396K Reduce -44.8%
MUSA Murphy USA Inc. 0.05% 978 $395K New
PCT Purecycle Technologies Inc. 0.05% 45,600 $392K Add +28.8%
CRM Salesforce Inc. 0.05% 1,467 $389K Reduce -78.5%
ABBV Abbvie Inc. 0.05% 1,698 $388K New
LLY Eli Lilly & Co. 0.04% 350 $376K Reduce -41.7%
ISRG Intuitive Surgical Inc. 0.04% 650 $368K New
COIN Coinbase Global Inc. Class A 0.04% 1,560 $353K Add +30.0%
SHOP Shopify Inc. Class A 0.04% 2,168 $349K Add +10.6%
FICO Fair Isaac Corp. 0.04% 200 $338K New
SHY iShares 1-3 Year Treasury Bo 0.04% 4,044 $335K New
SAN Banco Santander SA-Spon ADR 0.04% 27,358 $321K No change
XLG Invesco S&P 500 Top 50 ETF 0.04% 5,100 $302K Reduce -49.3%
ALLY Ally Financial Inc. 0.04% 6,600 $299K No change
XLP SS Consumer Staples Sel Sect 0.03% 3,780 $294K New
NVO Novo-Nordisk A/S-Spons ADR 0.03% 5,625 $286K New
CVS CVS Health Corp. 0.03% 3,600 $286K No change
ETHA iShares Ethereum Trust ETF 0.03% 11,860 $266K New
ASML ASML Holding NV-NY Reg SHS 0.03% 244 $261K New
DHR Danaher Corp. 0.03% 1,130 $259K New
IGF iShares Global Infrastructur 0.03% 4,200 $258K No change
IEV iShares Europe ETF 0.03% 3,658 $251K Reduce -1.8%
FXE Invesco Currencyshares Euro 0.03% 2,291 $248K New
CDX Simplify High Yield ETF 0.03% 10,875 $242K New
PFF iShares Preferred & Income S 0.03% 7,400 $229K Add +2.8%
VDE Vanguard Energy ETF 0.03% 1,800 $227K No change
IXJ iShares Global Healthcare Et 0.03% 2,250 $219K New
CMI Cummins Inc. 0.02% 405 $207K New
OSCR Oscar Health Inc. Class A 0.02% 11,350 $163K New
TELFY Telefonica SA-Spon ADR 0.01% 12,666 $51K No change

Portfolio Sells Q3 2025 → Q4 2025
BABA Alibaba Group Holding-SP ADR Reduce -0.1% 2.98% −0.93
TV Grupo Televisa SA-Spon ADR Reduce -79.1% 0.15% −0.58
MRK Merck & Co. Inc. Reduce -39.7% 0.99% −0.42
SHV iShares 0-1 Year Treasury Bo Reduce -10.9% 1.67% −0.35
PLTR Palantir Technologies Inc. Class A Reduce -41.3% 0.37% −0.32
DIS The Walt Disney Co. Reduce -0.1% 3.84% −0.32
VWO Vanguard Ftse Emerging Marke Reduce -0.8% 3.16% −0.29
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 3.93% −0.26
BXMT Blackstone Mortgage Tru Class A Reduce -18.9% 0.94% −0.26
JPM JPMorgan Chase & Co. Reduce -16.4% 0.92% −0.24
ACWI iShares MSCI Acwi ETF Reduce -1.9% 3.26% −0.23
PEP Pepsico Inc. Reduce -10.9% 1.17% −0.21
IAU iShares Gold Trust Reduce -19.2% 1.01% −0.19
EWJ iShares MSCI Japan ETF Reduce -0.4% 2.70% −0.19
MUB iShares National Muni Bond E Reduce -29.3% 0.37% −0.19
CVX Chevron Corp. Reduce -5.8% 1.14% −0.19
INTC Intel Corp. Reduce -19.6% 0.85% −0.18
PFE Pfizer Inc. Reduce -3.9% 1.17% −0.17
CRM Salesforce Inc. Reduce -78.5% 0.05% −0.16
IJR iShares Core S&P Small-Cap E Reduce -0.9% 2.16% −0.16
NU Nu Holdings Ltd./Cayman Isl-A Reduce -8.7% 1.14% −0.14
SBUX Starbucks Corp. Sold out 0.00% −0.13
RSP Invesco S&P 500 Equal Weight Reduce -0.0% 1.97% −0.13
IJH iShares Core S&P Midcap ETF Reduce -1.8% 1.52% −0.12
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 1.97% −0.11
WBD Warner Bros Discovery Inc. Sold out 0.00% −0.09
IVV iShares Core S&P 500 ETF Reduce -0.1% 1.77% −0.09
MDY State Street SPDR S&P Midcap Reduce -1.1% 1.12% −0.08
NAD Nuveen Quality Municipal Inc. Reduce -6.1% 0.69% −0.08
DVY iShares Select Dividend ETF Sold out 0.00% −0.07
KRE SS SPDR S&P Regional Bank Sold out 0.00% −0.07
VXUS Vanguard Total Intl Stock Reduce -2.1% 0.97% −0.07
CX Cemex Sab-Spons ADR Part Cer Reduce -51.7% 0.08% −0.06
TOST Toast Inc. Class A Sold out 0.00% −0.05
VSS Vanguard Ftse All Wo X-US SC Reduce -2.1% 0.48% −0.04
GLD SPDR Gold Shares Reduce -16.5% 0.28% −0.04
IYW iShares Ustechnology ETF Reduce -44.8% 0.05% −0.04
JNJ Johnson & Johnson Reduce -7.0% 1.22% −0.04
KREF KKR Real Estate Finance Trus Reduce -2.5% 0.21% −0.04
VEU Vanguard Ftse All-World Ex-U Reduce -1.6% 0.65% −0.04
XLG Invesco S&P 500 Top 50 ETF Reduce -49.3% 0.04% −0.04
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.04
MMM 3M Co. Reduce -13.3% 0.14% −0.03
ET Energy Transfer LP Reduce -0.2% 0.21% −0.03
DIA SS SPDR Dow Jones Indus Avg Reduce -1.4% 0.47% −0.02
NFLX Netflix Inc. Reduce -2.4% 0.06% −0.02
ESGU iShares ESG Aware MSCI USA Reduce -3.5% 0.24% −0.02
UBER Uber Technologies Inc. Reduce -0.3% 0.06% −0.02
AVGO Broadcom Inc. Reduce -19.7% 0.06% −0.02
SHEL Shell PLC-ADR Reduce -1.5% 0.28% −0.02

Portfolio Buys Q3 2025 → Q4 2025
DOW Dow Inc. New 1.39% +1.39
AMZN Amazon.com Inc. New 1.35% +1.35
TSLA Tesla Inc. Add +0.0% 5.03% +1.33
UDN Invesco DB US Dollar Index B New 0.35% +0.35
JEPI JPMorgan Equity Premium Inco New 0.32% +0.32
SLV iShares Silver Trust Add +50.8% 0.54% +0.29
JMUB JPMorgan Municipal ETF New 0.24% +0.24
MU Micron Technology Inc. New 0.24% +0.24
STWD Starwood Property Trust Inc. Add +111.4% 0.44% +0.20
PPA Invesco Aerospace & Defense New 0.19% +0.19
UNH Unitedhealth Group Inc. Add +24.1% 2.02% +0.19
BMY Bristol-Myers Squibb Co. New 0.17% +0.17
NVDA Nvidia Corp. Add +19.1% 1.69% +0.16
EWP iShares MSCI Spain ETF New 0.16% +0.16
EWG iShares MSCI Germany ETF New 0.13% +0.13
EPP iShares MSCI Pacific Ex Japa New 0.12% +0.12
ANGL Vaneck Fallen Angel High YLD New 0.09% +0.09
DELL Dell Technologies -C New 0.08% +0.08
CBRL Cracker Barrel Old Country New 0.06% +0.06
CIBR First Trust Nasdaq Cybersecu New 0.06% +0.06
MA Mastercard Inc. Class A New 0.05% +0.05
MUSA Murphy USA Inc. New 0.05% +0.05
ABBV Abbvie Inc. New 0.05% +0.05
ISRG Intuitive Surgical Inc. New 0.04% +0.04
FICO Fair Isaac Corp. New 0.04% +0.04
SHY iShares 1-3 Year Treasury Bo New 0.04% +0.04
XLP SS Consumer Staples Sel Sect New 0.03% +0.03
NVO Novo-Nordisk A/S-Spons ADR New 0.03% +0.03
ETHA iShares Ethereum Trust ETF New 0.03% +0.03
ASML ASML Holding NV-NY Reg SHS New 0.03% +0.03
DHR Danaher Corp. New 0.03% +0.03
FXE Invesco Currencyshares Euro New 0.03% +0.03
CDX Simplify High Yield ETF New 0.03% +0.03
IXJ iShares Global Healthcare Et New 0.03% +0.03
CMI Cummins Inc. New 0.02% +0.02
PANW Palo Alto Networks Inc. Add +34.5% 0.21% +0.02
META Meta Platforms Inc. Class A Add +22.6% 0.96% +0.02
MELI MercadoLibre Inc. Add +69.9% 0.09% +0.02
XLF SS Financial Select Sector Add +11.7% 0.37% +0.02
OSCR Oscar Health Inc. Class A New 0.02% +0.02
XOM Exxon Mobil Corp. Add +3.6% 0.66% +0.02
ORCL Oracle Corp. Add +104.7% 0.07% +0.02
V Visa Inc. Class A Add +11.3% 0.24% +0.01
MTBA Simplify MBS ETF Add +41.0% 0.06% +0.01
TSM Taiwan Semiconductor-SP ADR Add +16.9% 0.09% +0.01
BIZD Vaneck BDC Income ETF Add +19.2% 0.23% +0.01
CSCO Cisco Systems Inc. Add +0.1% 0.22% +0.01
INDA iShares MSCI India ETF Add +27.1% 0.05% +0.01
PINK Simplify Health Care ETF Add +1.5% 0.06% +0.01
SHOP Shopify Inc. Class A Add +10.6% 0.04% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 265$937.5MCAH, HEI, SPYD, UPS, EFA
Q1 2026Amended 257$1.5BGOOGL, DIS, SHV, CRWD, IWD
Q4 2025 173$842.0MTSLA, GOOGL, SPY, DIS, MSFT
Q3 2025 147$783.7MSPY, DIS, GOOGL, BABA, MSFT
Q2 2025 146$730.8MDIS, SPY, MSFT, ACWI, VWO
Q1 2025 122$498.1MDIS, VWO, BABA, ACWI, EWJ
Q4 2024 152$657.6MDIS, SPY, FDX, GOOGL, TSLA
Q3 2024 111$470.4MDIS, GOOGL, VWO, MSFT, EWJ
Q2 2024 201$620.5MSPY, DIS, FDX, GOOGL, MSFT
Q1 2024 146$603.6MDIS, FDX, SPY, MSFT, GOOGL