GS Investments, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), GS Investments, Inc. reported 133 stock positions worth $138.4 million. Its top holding was Nvidia (NVDA) at 3.7% of the portfolio, followed by Alphabet Class A (GOOGL, 3.7%) and Visa Class A (V, 3.4%). Compared with Q1 2026, it opened 4 new positions, sold out of 6, added to 22 and reduced 51. The biggest buy was Micron Technology (MU, shares +23%) and the biggest sale KLA (KLAC, shares −81%).

Most Recent 13F
Q2 2026
Location
Eagan, MN
CIK
0001714590
Portfolio Value
$138.4M (Q2 2026)
SEC Filing
0001420506-26-001431 ↗ filed Aug 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 Q1 2026 Q2 2026: $138.4M $138.4M Q2 2026

Holdings 133 stocks · $138.4M
NVDA Nvidia Corp. 3.70% 25,602 $5.1M Reduce -28.5%
GOOGL Alphabet Inc. Class A 3.69% 14,302 $5.1M Reduce -41.8%
V Visa Inc. Class A 3.43% 13,822 $4.7M Reduce -22.4%
AAPL Apple Inc. 3.40% 16,238 $4.7M Reduce -33.1%
MU Micron Technology Inc. 3.19% 3,826 $4.4M Add +23.4%
MSFT Microsoft Corp. 3.05% 11,315 $4.2M Reduce -25.7%
AMZN Amazon.com Inc. 2.73% 15,857 $3.8M Reduce -48.8%
VEA Vanguard Ftse Developed ETF 2.63% 51,065 $3.6M Add +19.0%
AVGO Broadcom Inc. 2.62% 9,589 $3.6M Reduce -0.8%
META Meta Platforms Inc. Class A 2.57% 6,317 $3.6M Reduce -32.2%
JPM JPMorgan Chase & Co. 2.54% 10,718 $3.5M Reduce -31.9%
PANW Palo Alto Networks Inc. 2.37% 9,609 $3.3M Reduce -29.3%
BRK.B Berkshire Hathaway Inc. Class B 2.31% 6,397 $3.2M Reduce -23.8%
APD Air Products & Chemicals Inc. 2.30% 10,845 $3.2M Reduce -31.5%
HD Home Depot Inc. 2.20% 8,632 $3.0M Reduce -22.4%
AMP Ameriprise Financial Inc. 2.18% 6,566 $3.0M Reduce -37.7%
EFA iShares MSCI Eafe ETF 2.11% 28,051 $2.9M Add +0.2%
ROST Ross Stores Inc. 2.00% 12,974 $2.8M Reduce -38.2%
MTZ Mastec Inc. 1.95% 6,497 $2.7M Reduce -12.4%
WMB Williams Cos Inc. 1.92% 35,712 $2.7M Reduce -40.7%
TMO Thermo Fisher Scientific Inc. 1.85% 5,120 $2.6M Reduce -46.7%
SCHW Schwab (charles) Corp. 1.85% 27,706 $2.6M Reduce -26.1%
SYK Stryker Corp. 1.76% 7,718 $2.4M Reduce -33.8%
LLY Eli Lilly & Co. 1.74% 2,011 $2.4M Reduce -33.3%
COST Costco Wholesale Corp. 1.66% 2,457 $2.3M Reduce -44.9%
USB US Bancorp 1.57% 35,877 $2.2M Reduce -0.1%
ECL Ecolab Inc. 1.54% 7,673 $2.1M Reduce -47.7%
AMGN Amgen Inc. 1.53% 5,837 $2.1M Reduce -46.1%
AEP American Electric Power 1.45% 14,695 $2.0M Reduce -21.2%
PG The Procter & Gamble Co. 1.41% 13,303 $2.0M Reduce -27.3%
TXN Texas Instruments Inc. 1.40% 6,503 $1.9M No change
UBER Uber Technologies Inc. 1.31% 25,134 $1.8M Add +0.0%
PEP Pepsico Inc. 1.30% 13,312 $1.8M Reduce -27.3%
SPOT Spotify Technology SA 1.27% 3,840 $1.8M Add +13.6%
IJH iShares Core S&P Midcap ETF 1.23% 22,146 $1.7M Add +0.1%
KLAC KLA Corp. 1.20% 5,490 $1.7M Reduce -80.6%
CAT Caterpillar Inc. 1.10% 1,428 $1.5M New
GOOG Alphabet Inc. Class C 1.05% 4,125 $1.5M Reduce -2.9%
IJR iShares Core S&P Small-Cap E 1.05% 9,785 $1.5M Add +0.2%
WSM Williams-Sonoma Inc. 0.99% 5,906 $1.4M No change
VCTR Victory Capital Holding - A 0.95% 15,600 $1.3M No change
NFLX Netflix Inc. 0.93% 17,969 $1.3M Reduce -37.9%
CRM Salesforce Inc. 0.84% 7,383 $1.2M Reduce -36.9%
SU Suncor Energy Inc. 0.83% 21,400 $1.1M No change
HON Honeywell International Inc. 0.80% 4,935 $1.1M Reduce -0.2%
HONA Honeywell Aerospace Inc. 0.79% 4,935 $1.1M Reduce -0.2%
NEE Nextera Energy Inc. 0.77% 12,063 $1.1M Reduce -45.3%
LMT Lockheed Martin Corp. 0.76% 2,056 $1.0M Add +0.1%
MELI MercadoLibre Inc. 0.72% 590 $1.0M Reduce -45.6%
COP Conocophillips 0.70% 9,383 $975K Reduce -0.0%
EQIX Equinix Inc. 0.70% 932 $972K No change
SCHG Schwab US Large-Cap Growth 0.70% 28,677 $970K Add +0.9%
ACN Accenture PLC Class A 0.66% 7,369 $917K Reduce -40.6%
CEG Constellation Energy 0.65% 3,595 $893K Add +0.8%
SCHX Schwab US Large-Cap ETF 0.61% 28,505 $839K Add +0.3%
BSX Boston Scientific Corp. 0.61% 19,625 $838K Add +100.8%
XOM Exxon Mobil Corp. 0.58% 5,849 $800K Add +0.0%
CB Chubb Ltd. 0.55% 2,215 $755K Reduce -57.5%
ORCL Oracle Corp. 0.49% 4,615 $676K Add +0.2%
SCHB Schwab US Broad Market ETF 0.49% 23,220 $672K No change
BSCQ Invesco Bulletshares 2026 CB 0.43% 30,315 $592K Reduce -1.0%
WM Waste Management Inc. 0.43% 2,650 $591K No change
GS Goldman Sachs Group Inc. 0.37% 500 $506K No change
FRDM Freedom 100 Emeging MRKT ETF 0.35% 6,575 $479K Add +0.3%
ADBE Adobe Inc. 0.28% 1,920 $394K Reduce -75.5%
OKTA Okta Inc. 0.23% 2,350 $321K No change
TDG Transdigm Group Inc. 0.23% 235 $313K New
NEAR iShares SH Dba ETF Usd Inc. 0.22% 5,940 $301K No change
EPD Enterprise Products Partners 0.21% 8,000 $294K No change
FLIN Franklin Ftse India ETF 0.21% 8,220 $292K No change
SCHV Schwab US Large-Cap Value 0.20% 8,057 $280K Reduce -0.1%
SCHZ Schwab US Aggregate Bond ETF 0.18% 10,958 $253K Add +3.3%
PRF Invesco Rafi US 1000 ETF 0.17% 4,290 $232K No change
CP Canadian Pacific Kansas City 0.13% 2,000 $173K Reduce -4.8%
RSP Invesco S&P 500 Equal Weight 0.12% 800 $170K No change
CSX CSX Corp. 0.09% 2,500 $119K Reduce -7.4%
UNH Unitedhealth Group Inc. 0.08% 278 $116K Reduce -95.6%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 357 $108K No change
SOLS Solstice Adv Materials Inc. 0.07% 1,156 $102K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.07% 2,705 $98K Add +76.2%
BSCR Invesco Bulletshares 2027 CB 0.06% 4,375 $86K No change
ROKU Roku Inc. 0.05% 501 $69K Add +0.8%
EMXC iShares MSCI Emr MRK Ex Chna 0.04% 525 $54K Add +90.9%
IVV iShares Core S&P 500 ETF 0.03% 63 $47K Add +43.2%
XEL Xcel Energy Inc. 0.03% 558 $45K Reduce -9.7%
AVAV Aerovironment Inc. 0.03% 262 $43K New
SEZL Sezzle Inc. 0.03% 250 $43K No change
XGDVX Gabelli Dividend & Income TR 0.03% 1,331 $39K No change
WFC Wells Fargo & Co. 0.02% 400 $33K Reduce -97.4%
TSLA Tesla Inc. 0.02% 75 $32K No change
AMLP Alerian MLP ETF 0.02% 600 $31K No change
BAC Bank of America Corp. 0.02% 540 $31K Reduce -2.2%
AMT American Tower Corp. 0.02% 188 $31K No change
DPG Duff & Phelps Utility & Inc. 0.02% 2,000 $30K No change
PLTR Palantir Technologies Inc. Class A 0.02% 215 $25K No change
IWM iShares Russell 2000 ETF 0.02% 75 $23K No change
RPG Invesco S&P 500 Pure Growth 0.02% 350 $22K No change
CRWV Coreweave Inc. Class A 0.01% 190 $19K No change
COF Capital One Financial Corp. 0.01% 75 $15K No change
BTC Grayscale Bitcoin Mini ETF 0.01% 500 $13K Add +66.7%
BHK BlackRock Core Bond Trust 0.01% 1,350 $12K No change
AEE Ameren Corporation 0.01% 80 $9K Reduce -22.3%
PLD Prologis Inc. 0.01% 60 $8K No change
ETH Grayscale Ethereum Staking M 0.01% 500 $8K No change
GE General Electric filed as GE AEROSPACE 0.01% 20 $7K Reduce -28.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 10 $7K No change
PFN PIMCO Income Strategy FD II 0.01% 1,000 $7K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 510 $7K No change
MDT Medtronic PLC 0.00% 82 $6K No change
GEV GE Vernova Inc. 0.00% 5 $6K Reduce -28.6%
PRU Prudential Financial Inc. 0.00% 50 $5K No change
SONO Sonos Inc. 0.00% 395 $5K No change
SGOL Abrdn Physical Gold Shares 0.00% 123 $5K No change
SOLV Solventum Corp. 0.00% 54 $4K No change
CVX Chevron Corp. 0.00% 25 $4K Add +19.1%
FUN Six Flags Entertainment Corp. 0.00% 135 $3K No change
MMM 3M Co. 0.00% 15 $2K No change
BOND PIMCO Active Bond Exchange-T 0.00% 26 $2K No change
LIT Global X Lithium & Battery T 0.00% 26 $2K No change
VCIT Vanguard Int-Term Corporate 0.00% 22 $2K No change
RIVN Rivian Automotive Inc. Class A 0.00% 100 $2K New
BSCS Invesco Bulletshares 2028 CB 0.00% 75 $2K No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 18 $919 No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 9 $866 No change
SABS Sab Biotherapeutics Inc. 0.00% 200 $780 No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 6 $758 No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 2 $562 No change
BLDP Ballard Power Systems Inc. 0.00% 125 $486 No change
NEM Newmont Corp. 0.00% 4 $374 No change
CSCO Cisco Systems Inc. 0.00% 3 $352 No change
CRSP Crispr Therapeutics AG 0.00% 5 $273 No change
MTN Vail Resorts Inc. 0.00% 1 $136 No change
ETSY Etsy Inc. 0.00% 1 $75 No change

Portfolio Sells Q1 2026 → Q2 2026
KLAC KLA Corp. Reduce -80.6% 1.20% −1.19
AMZN Amazon.com Inc. Reduce -48.8% 2.73% −0.97
UNH Unitedhealth Group Inc. Reduce -95.6% 0.08% −0.90
COST Costco Wholesale Corp. Reduce -44.9% 1.66% −0.88
TMO Thermo Fisher Scientific Inc. Reduce -46.7% 1.85% −0.85
ADBE Adobe Inc. Reduce -75.5% 0.28% −0.81
ACN Accenture PLC Class A Reduce -40.6% 0.66% −0.75
ECL Ecolab Inc. Reduce -47.7% 1.54% −0.69
WFC Wells Fargo & Co. Reduce -97.4% 0.02% −0.68
NFLX Netflix Inc. Reduce -37.9% 0.93% −0.67
AMGN Amgen Inc. Reduce -46.1% 1.53% −0.66
ROST Ross Stores Inc. Reduce -38.2% 2.00% −0.61
WMB Williams Cos Inc. Reduce -40.7% 1.92% −0.59
AMP Ameriprise Financial Inc. Reduce -37.7% 2.18% −0.51
HON Honeywell International Inc. Reduce -0.2% 0.80% −0.48
META Meta Platforms Inc. Class A Reduce -32.2% 2.57% −0.48
SYK Stryker Corp. Reduce -33.8% 1.76% −0.44
CB Chubb Ltd. Reduce -57.5% 0.55% −0.43
CRM Salesforce Inc. Reduce -36.9% 0.84% −0.41
NEE Nextera Energy Inc. Reduce -45.3% 0.77% −0.41
GOOGL Alphabet Inc. Class A Reduce -41.8% 3.69% −0.35
MELI MercadoLibre Inc. Reduce -45.6% 0.72% −0.35
APD Air Products & Chemicals Inc. Reduce -31.5% 2.30% −0.34
PEP Pepsico Inc. Reduce -27.3% 1.30% −0.33
CMI Cummins Inc. Sold out 0.00% −0.31
MSFT Microsoft Corp. Reduce -25.7% 3.05% −0.18
SCHW Schwab (charles) Corp. Reduce -26.1% 1.85% −0.17
AAPL Apple Inc. Reduce -33.1% 3.40% −0.13
JPM JPMorgan Chase & Co. Reduce -31.9% 2.54% −0.12
PG The Procter & Gamble Co. Reduce -27.3% 1.41% −0.10
CLX Clorox Company Sold out 0.00% −0.02
COP Conocophillips Reduce -0.0% 0.70% −0.00
GSK GSK PLC-Spon ADR Sold out 0.00% −0.00
VDE Vanguard Energy ETF Sold out 0.00% −0.00
GLW Corning Inc. Sold out 0.00% −0.00
TEM Tempus AI Inc. Class A Sold out 0.00% −0.00
AEE Ameren Corporation Reduce -22.3% 0.01% 0.00
GEV GE Vernova Inc. Reduce -28.6% 0.00% +0.00
GE General Electric Reduce -28.6% 0.01% +0.00
XEL Xcel Energy Inc. Reduce -9.7% 0.03% +0.00
BAC Bank of America Corp. Reduce -2.2% 0.02% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -23.8% 2.31% +0.01
CSX CSX Corp. Reduce -7.4% 0.09% +0.02
CP Canadian Pacific Kansas City Reduce -4.8% 0.13% +0.03
AEP American Electric Power Reduce -21.2% 1.45% +0.05
SCHV Schwab US Large-Cap Value Reduce -0.1% 0.20% +0.06
BSCQ Invesco Bulletshares 2026 CB Reduce -1.0% 0.43% +0.09
HD Home Depot Inc. Reduce -22.4% 2.20% +0.10
NVDA Nvidia Corp. Reduce -28.5% 3.70% +0.12
LLY Eli Lilly & Co. Reduce -33.3% 1.74% +0.15

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +23.4% 3.19% +2.59
CAT Caterpillar Inc. New 1.10% +1.10
VEA Vanguard Ftse Developed ETF Add +19.0% 2.63% +1.05
EFA iShares MSCI Eafe ETF Add +0.2% 2.11% +0.55
IJH iShares Core S&P Midcap ETF Add +0.1% 1.23% +0.38
IJR iShares Core S&P Small-Cap E Add +0.2% 1.05% +0.35
SPOT Spotify Technology SA Add +13.6% 1.27% +0.34
UBER Uber Technologies Inc. Add +0.0% 1.31% +0.28
BSX Boston Scientific Corp. Add +100.8% 0.61% +0.25
SCHG Schwab US Large-Cap Growth Add +0.9% 0.70% +0.23
TDG Transdigm Group Inc. New 0.23% +0.23
SCHX Schwab US Large-Cap ETF Add +0.3% 0.61% +0.19
FRDM Freedom 100 Emeging MRKT ETF Add +0.3% 0.35% +0.14
ORCL Oracle Corp. Add +0.2% 0.49% +0.10
CEG Constellation Energy Add +0.8% 0.65% +0.07
LMT Lockheed Martin Corp. Add +0.1% 0.76% +0.05
SCHZ Schwab US Aggregate Bond ETF Add +3.3% 0.18% +0.04
SCHE Schwab Emrg Mrkts Eqty ETF Add +76.2% 0.07% +0.04
AVAV Aerovironment Inc. New 0.03% +0.03
EMXC iShares MSCI Emr MRK Ex Chna Add +90.9% 0.04% +0.03
ROKU Roku Inc. Add +0.8% 0.05% +0.02
IVV iShares Core S&P 500 ETF Add +43.2% 0.03% +0.02
XOM Exxon Mobil Corp. Add +0.0% 0.58% +0.01
BTC Grayscale Bitcoin Mini ETF Add +66.7% 0.01% +0.00
RIVN Rivian Automotive Inc. Class A New 0.00% +0.00
CVX Chevron Corp. Add +19.1% 0.00% +0.00

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