GS Investments, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), GS Investments, Inc. reported 134 stock positions worth $174.6 million. Its top holding was Alphabet Class A (GOOGL) at 4.0% of the portfolio, followed by Amazon.com (AMZN, 3.7%) and Nvidia (NVDA, 3.6%). Compared with Q4 2025, it opened 19 new positions, sold out of 2, added to 19 and reduced 39. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Mastec (MTZ, shares −61%).

Most Recent 13F
Q2 2026
Location
Eagan, MN
CIK
0001714590
Portfolio Value
$174.6M (Q1 2026)
SEC Filing
0001420506-26-000812 ↗ filed May 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $207.3M Q1 2024 Q2 2024: $211.8M Q2 2024 Q3 2024: $224.7M Q3 2024 Q4 2024: $221.3M Q4 2024 Q1 2025: $212.2M Q1 2025 Q2 2025: $225.7M Q2 2025 Q3 2025: $202.0M Q3 2025 Q4 2025: $184.1M Q4 2025 Q1 2026: $174.6M $174.6M Q1 2026 Q2 2026: $138.4M Q2 2026

Holdings 134 stocks · $174.6M
GOOGL Alphabet Inc. Class A 4.05% 24,567 $7.1M Reduce -1.5%
AMZN Amazon.com Inc. 3.70% 30,987 $6.5M Reduce -0.2%
NVDA Nvidia Corp. 3.58% 35,817 $6.2M Reduce -2.6%
AAPL Apple Inc. 3.53% 24,258 $6.2M Reduce -1.4%
MSFT Microsoft Corp. 3.23% 15,234 $5.6M Add +2.0%
V Visa Inc. Class A 3.08% 17,820 $5.4M Reduce -0.1%
META Meta Platforms Inc. Class A 3.05% 9,317 $5.3M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 2.70% 9,607 $4.7M Add +0.1%
AMP Ameriprise Financial Inc. 2.68% 10,539 $4.7M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.65% 15,740 $4.6M Add +0.6%
APD Air Products & Chemicals Inc. 2.64% 15,841 $4.6M Add +0.3%
ROST Ross Stores Inc. 2.60% 20,990 $4.5M Reduce -1.9%
COST Costco Wholesale Corp. 2.54% 4,457 $4.4M Reduce -0.3%
WMB Williams Cos Inc. 2.51% 60,203 $4.4M Reduce -4.2%
KLAC KLA Corp. 2.39% 2,835 $4.2M No change
BRK.B Berkshire Hathaway Inc. Class B 2.30% 8,395 $4.0M Reduce -0.7%
ECL Ecolab Inc. 2.24% 14,671 $3.9M Reduce -0.3%
SYK Stryker Corp. 2.19% 11,656 $3.8M Reduce -0.3%
AMGN Amgen Inc. 2.18% 10,837 $3.8M Add +0.1%
HD Home Depot Inc. 2.10% 11,129 $3.7M Reduce -0.0%
SCHW Schwab (charles) Corp. 2.02% 37,493 $3.5M Add +0.2%
AVGO Broadcom Inc. 1.71% 9,671 $3.0M Reduce -0.7%
PEP Pepsico Inc. 1.63% 18,305 $2.8M Add +0.3%
NFLX Netflix Inc. 1.59% 28,922 $2.8M Reduce -0.1%
LLY Eli Lilly & Co. 1.59% 3,015 $2.8M Add +0.4%
VEA Vanguard Ftse Developed ETF 1.57% 42,900 $2.7M No change
EFA iShares MSCI Eafe ETF 1.56% 27,983 $2.7M Reduce -0.1%
PG The Procter & Gamble Co. 1.51% 18,299 $2.6M Reduce -0.1%
ACN Accenture PLC Class A 1.41% 12,415 $2.5M Add +0.5%
AEP American Electric Power 1.40% 18,649 $2.4M Reduce -0.0%
MTZ Mastec Inc. 1.37% 7,420 $2.4M Reduce -61.0%
HON Honeywell International Inc. 1.28% 9,892 $2.2M Add +0.2%
CRM Salesforce Inc. 1.25% 11,693 $2.2M Reduce -0.0%
PANW Palo Alto Networks Inc. 1.25% 13,583 $2.2M Reduce -0.3%
NEE Nextera Energy Inc. 1.17% 22,063 $2.0M Reduce -0.0%
ADBE Adobe Inc. 1.09% 7,848 $1.9M No change
MELI MercadoLibre Inc. 1.07% 1,085 $1.9M No change
USB US Bancorp 1.07% 35,932 $1.9M Reduce -0.1%
UBER Uber Technologies Inc. 1.04% 25,128 $1.8M Add +0.4%
UNH Unitedhealth Group Inc. 0.98% 6,338 $1.7M Reduce -18.9%
CB Chubb Ltd. 0.97% 5,215 $1.7M No change
SPOT Spotify Technology SA 0.94% 3,380 $1.6M Add +27.6%
IJH iShares Core S&P Midcap ETF 0.86% 22,119 $1.5M Add +0.3%
SU Suncor Energy Inc. 0.81% 21,400 $1.4M No change
TXN Texas Instruments Inc. 0.72% 6,503 $1.3M No change
LMT Lockheed Martin Corp. 0.71% 2,055 $1.2M Reduce -7.3%
COP Conocophillips 0.71% 9,386 $1.2M Add +0.5%
WFC Wells Fargo & Co. 0.70% 15,400 $1.2M No change
GOOG Alphabet Inc. Class C 0.70% 4,250 $1.2M Reduce -8.2%
IJR iShares Core S&P Small-Cap E 0.70% 9,764 $1.2M Add +0.9%
WSM Williams-Sonoma Inc. 0.62% 5,906 $1.1M Reduce -2.3%
MU Micron Technology Inc. 0.60% 3,101 $1.0M New
VCTR Victory Capital Holding - A 0.59% 15,600 $1.0M Reduce -39.1%
CEG Constellation Energy 0.57% 3,566 $996K Add +0.6%
XOM Exxon Mobil Corp. 0.57% 5,848 $992K No change
EQIX Equinix Inc. 0.52% 932 $914K Reduce -2.1%
SCHG Schwab US Large-Cap Growth 0.47% 28,427 $828K Reduce -2.7%
SCHX Schwab US Large-Cap ETF 0.42% 28,435 $729K No change
ORCL Oracle Corp. 0.39% 4,606 $678K Add +19.9%
BSX Boston Scientific Corp. 0.35% 9,775 $613K New
WM Waste Management Inc. 0.35% 2,650 $609K No change
BSCQ Invesco Bulletshares 2026 CB 0.34% 30,615 $598K Reduce -1.9%
SCHB Schwab US Broad Market ETF 0.33% 23,220 $583K No change
CMI Cummins Inc. 0.31% 1,000 $538K No change
GS Goldman Sachs Group Inc. 0.24% 500 $423K No change
FRDM Freedom 100 Emeging MRKT ETF 0.21% 6,555 $358K No change
EPD Enterprise Products Partners 0.17% 8,000 $303K No change
NEAR iShares SH Dba ETF Usd Inc. 0.17% 5,940 $302K No change
FLIN Franklin Ftse India ETF 0.16% 8,220 $273K No change
SCHZ Schwab US Aggregate Bond ETF 0.14% 10,608 $246K No change
SCHV Schwab US Large-Cap Value 0.14% 8,062 $246K Reduce -1.8%
PRF Invesco Rafi US 1000 ETF 0.12% 4,290 $204K Reduce -3.0%
OKTA Okta Inc. 0.11% 2,350 $185K No change
CP Canadian Pacific Kansas City 0.09% 2,100 $165K New
RSP Invesco S&P 500 Equal Weight 0.09% 800 $154K No change
CSX CSX Corp. 0.06% 2,700 $111K New
VB Vanguard Most SM-Cap ETF-Usd 0.05% 357 $94K No change
SOLS Solstice Adv Materials Inc. 0.05% 1,156 $88K Reduce -1.2%
BSCR Invesco Bulletshares 2027 CB 0.05% 4,375 $86K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 1,535 $51K No change
XEL Xcel Energy Inc. 0.03% 618 $49K Reduce -8.0%
ROKU Roku Inc. 0.03% 497 $47K No change
CLX Clorox Company 0.02% 375 $39K No change
XGDVX Gabelli Dividend & Income TR 0.02% 1,331 $36K No change
AMT American Tower Corp. 0.02% 188 $32K Reduce -96.1%
AMLP Alerian MLP ETF 0.02% 600 $32K No change
PLTR Palantir Technologies Inc. Class A 0.02% 215 $31K No change
DPG Duff & Phelps Utility & Inc. 0.02% 2,000 $29K No change
IVV iShares Core S&P 500 ETF 0.02% 44 $29K No change
TSLA Tesla Inc. 0.02% 75 $28K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 552 $27K Add +8.2%
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 275 $22K No change
IWM iShares Russell 2000 ETF 0.01% 75 $19K No change
RPG Invesco S&P 500 Pure Growth 0.01% 350 $16K No change
SEZL Sezzle Inc. 0.01% 250 $16K No change
CRWV Coreweave Inc. Class A 0.01% 190 $15K No change
COF Capital One Financial Corp. 0.01% 75 $14K Reduce -25.7%
BHK BlackRock Core Bond Trust 0.01% 1,350 $12K No change
AEE Ameren Corporation 0.01% 103 $11K No change
ETH Grayscale Ethereum Staking M 0.01% 500 $10K No change
BTC Grayscale Bitcoin Mini ETF 0.01% 300 $9K No change
GE General Electric filed as GE AEROSPACE 0.00% 28 $8K New
PLD Prologis Inc. 0.00% 60 $8K Add +1.7%
MDT Medtronic PLC 0.00% 82 $7K No change
PFN PIMCO Income Strategy FD II 0.00% 1,000 $7K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.00% 10 $7K No change
GEV GE Vernova Inc. 0.00% 7 $6K New
F Ford Motor Co. filed as FORD MTR CO 0.00% 510 $6K No change
SGOL Abrdn Physical Gold Shares 0.00% 123 $5K New
SONO Sonos Inc. 0.00% 395 $5K No change
PRU Prudential Financial Inc. 0.00% 50 $5K No change
CVX Chevron Corp. 0.00% 21 $4K No change
SOLV Solventum Corp. 0.00% 54 $4K Reduce -63.0%
BOND PIMCO Active Bond Exchange-T 0.00% 26 $2K New
FUN Six Flags Entertainment Corp. 0.00% 135 $2K No change
MMM 3M Co. 0.00% 15 $2K No change
LIT Global X Lithium & Battery T 0.00% 26 $2K No change
VCIT Vanguard Int-Term Corporate 0.00% 22 $2K New
BSCS Invesco Bulletshares 2028 CB 0.00% 75 $2K No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 18 $1K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 9 $867 No change
SABS Sab Biotherapeutics Inc. 0.00% 200 $766 No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 6 $613 New
VDE Vanguard Energy ETF 0.00% 3 $519 New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 2 $485 New
GSK GSK PLC-Spon ADR 0.00% 8 $442 New
NEM Newmont Corp. 0.00% 4 $433 No change
BLDP Ballard Power Systems Inc. 0.00% 125 $303 No change
GLW Corning Inc. 0.00% 2 $272 New
CRSP Crispr Therapeutics AG 0.00% 5 $238 New
CSCO Cisco Systems Inc. 0.00% 3 $233 New
TEM Tempus AI Inc. Class A 0.00% 5 $226 New
MTN Vail Resorts Inc. 0.00% 1 $128 New
ETSY Etsy Inc. 0.00% 1 $50 No change

Portfolio Sells Q4 2025 → Q1 2026
MTZ Mastec Inc. Reduce -61.0% 1.37% −0.88
AMT American Tower Corp. Reduce -96.1% 0.02% −0.44
CRM Salesforce Inc. Reduce -0.0% 1.25% −0.43
UNH Unitedhealth Group Inc. Reduce -18.9% 0.98% −0.42
V Visa Inc. Class A Reduce -0.1% 3.08% −0.31
META Meta Platforms Inc. Class A Reduce -0.2% 3.05% −0.29
VCTR Victory Capital Holding - A Reduce -39.1% 0.59% −0.29
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.23
AMZN Amazon.com Inc. Reduce -0.2% 3.70% −0.19
GOOGL Alphabet Inc. Class A Reduce -1.5% 4.05% −0.19
NVDA Nvidia Corp. Reduce -2.6% 3.58% −0.15
AMP Ameriprise Financial Inc. Reduce -0.1% 2.68% −0.13
AVGO Broadcom Inc. Reduce -0.7% 1.71% −0.12
PANW Palo Alto Networks Inc. Reduce -0.3% 1.25% −0.12
AAPL Apple Inc. Reduce -1.4% 3.53% −0.11
GOOG Alphabet Inc. Class C Reduce -8.2% 0.70% −0.09
SCHG Schwab US Large-Cap Growth Reduce -2.7% 0.47% −0.04
SYK Stryker Corp. Reduce -0.3% 2.19% −0.04
NMAX Newsmax Inc. Sold out 0.00% −0.01
COF Capital One Financial Corp. Reduce -25.7% 0.01% −0.01
SOLV Solventum Corp. Reduce -63.0% 0.00% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 2.30% −0.00
XEL Xcel Energy Inc. Reduce -8.0% 0.03% +0.00
PRF Invesco Rafi US 1000 ETF Reduce -3.0% 0.12% +0.00
SCHV Schwab US Large-Cap Value Reduce -1.8% 0.14% +0.01
BSCQ Invesco Bulletshares 2026 CB Reduce -1.9% 0.34% +0.01
HD Home Depot Inc. Reduce -0.0% 2.10% +0.02
SOLS Solstice Adv Materials Inc. Reduce -1.2% 0.05% +0.02
USB US Bancorp Reduce -0.1% 1.07% +0.03
WSM Williams-Sonoma Inc. Reduce -2.3% 0.62% +0.03
PG The Procter & Gamble Co. Reduce -0.1% 1.51% +0.09
EFA iShares MSCI Eafe ETF Reduce -0.1% 1.56% +0.10
NFLX Netflix Inc. Reduce -0.1% 1.59% +0.12
EQIX Equinix Inc. Reduce -2.1% 0.52% +0.13
LMT Lockheed Martin Corp. Reduce -7.3% 0.71% +0.13
ECL Ecolab Inc. Reduce -0.3% 2.24% +0.14
NEE Nextera Energy Inc. Reduce -0.0% 1.17% +0.21
AEP American Electric Power Reduce -0.0% 1.40% +0.23
COST Costco Wholesale Corp. Reduce -0.3% 2.54% +0.45
WMB Williams Cos Inc. Reduce -4.2% 2.51% +0.46
ROST Ross Stores Inc. Reduce -1.9% 2.60% +0.51

Portfolio Buys Q4 2025 → Q1 2026
MU Micron Technology Inc. New 0.60% +0.60
APD Air Products & Chemicals Inc. Add +0.3% 2.64% +0.52
BSX Boston Scientific Corp. New 0.35% +0.35
AMGN Amgen Inc. Add +0.1% 2.18% +0.26
COP Conocophillips Add +0.5% 0.71% +0.23
HON Honeywell International Inc. Add +0.2% 1.28% +0.23
PEP Pepsico Inc. Add +0.3% 1.63% +0.21
SPOT Spotify Technology SA Add +27.6% 0.94% +0.10
CP Canadian Pacific Kansas City New 0.09% +0.09
IJH iShares Core S&P Midcap ETF Add +0.3% 0.86% +0.06
IJR iShares Core S&P Small-Cap E Add +0.9% 0.70% +0.06
CSX CSX Corp. New 0.06% +0.06
GE General Electric New 0.00% +0.00
GEV GE Vernova Inc. New 0.00% +0.00
SGOL Abrdn Physical Gold Shares New 0.00% +0.00
BOND PIMCO Active Bond Exchange-T New 0.00% +0.00
VCIT Vanguard Int-Term Corporate New 0.00% +0.00
FBTC Fidelity Wise Origin Bitcoin New 0.00% +0.00
PLD Prologis Inc. Add +1.7% 0.00% +0.00
IRM Iron Mountain Inc. New 0.00% +0.00
GSK GSK PLC-Spon ADR New 0.00% +0.00
IBM Intl Business Machines Corp. New 0.00% +0.00
VDE Vanguard Energy ETF New 0.00% +0.00
BAC Bank of America Corp. Add +8.2% 0.02% +0.00
GLW Corning Inc. New 0.00% +0.00
CSCO Cisco Systems Inc. New 0.00% +0.00
TEM Tempus AI Inc. Class A New 0.00% +0.00
MTN Vail Resorts Inc. New 0.00% +0.00
CRSP Crispr Therapeutics AG New 0.00% +0.00
SCHW Schwab (charles) Corp. Add +0.2% 2.02% −0.01
ORCL Oracle Corp. Add +19.9% 0.39% −0.02
UBER Uber Technologies Inc. Add +0.4% 1.04% −0.07
JPM JPMorgan Chase & Co. Add +0.6% 2.65% −0.09
CEG Constellation Energy Add +0.6% 0.57% −0.11
LLY Eli Lilly & Co. Add +0.4% 1.59% −0.16
TMO Thermo Fisher Scientific Inc. Add +0.1% 2.70% −0.31
ACN Accenture PLC Class A Add +0.5% 1.41% −0.39
MSFT Microsoft Corp. Add +2.0% 3.23% −0.69

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 133$138.4MNVDA, GOOGL, V, AAPL, MU
Q1 2026 134$174.6MGOOGL, AMZN, NVDA, AAPL, MSFT
Q4 2025 117$184.1MGOOGL, MSFT, AMZN, NVDA, AAPL
Q3 2025 114$202.0MMSFT, AAPL, NVDA, AMZN, META
Q2 2025 115$225.7MKLAC, META, AAPL, AMP, V
Q1 2025 120$212.2MAAPL, V, META, KLAC, AMP
Q4 2024 132$221.3MAAPL, AMP, META, AMZN, KLAC
Q3 2024 133$224.7MAAPL, KLAC, META, TMO, AMP
Q2 2024 131$211.8MAAPL, KLAC, MSFT, META, AMZN
Q1 2024 137$207.3MTXN, AAPL, KLAC, TMO, META