Fund HoldingsGFS Advisors, LLC

Total Portfolio Value
$841.99M
Total Bought
$130.16M
Total Sold
$103.59M
Net Transaction
+$26.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES INC
MSCI JAPAN ETF
0281,135+281,135022,6992.70%+22,699
ISHARES TR0127,339+127,339014,0261.67%+14,026
TESLA INC(TSLA)65,31965,321+229,04942,3765.03%+13,327
DOW INC(DOW)0500,000+500,000011,6901.39%+11,690
AMAZON COM INC(AMZN)0224,512+224,512011,4001.35%+11,400
UNILEVER PLC(UL)0119,696+119,69607,8280.93%+7,828
ALPHABET INC(GOOG)130,955124,098-6,85731,83538,8434.61%+7,008
FEDEX CORP(FDX)98,72596,669-2,05623,28027,9243.32%+4,644
SELECT SECTOR SPDR TR
ST STR FINL ETF
056,656+56,65603,1030.37%+3,103
SELECT SECTOR SPDR TR
ST STR ENERG ETF
065,900+65,90002,9460.35%+2,946
INVESCO DB US DLR INDEX TR(UDN)0160,000+160,00002,9180.35%+2,918
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
046,860+46,86002,6820.32%+2,682
UNITEDHEALTH GROUP INC(UNH)41,43251,416+9,98414,30616,9732.02%+2,666
ISHARES SILVER TR(SLV)46,55870,184+23,6261,9734,5210.54%+2,549
ALPHABET INC(GOOG)35,40035,261-1398,62211,0651.31%+2,443
NVIDIA CORPORATION(NVDA)64,16676,405+12,23911,97214,2501.69%+2,277
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
040,600+40,60002,0500.24%+2,050
SPDR SERIES TRUST
ST STR SP BIOT
016,767+16,76702,0440.24%+2,044
MICRON TECHNOLOGY INC(MU)06,990+6,99001,9950.24%+1,995
STARWOOD PPTY TR INC(STWD)0206,795+206,79503,7240.44%+3,724
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
010,354+10,35401,6220.19%+1,622
BRISTOL-MYERS SQUIBB CO(BMY)026,810+26,81001,4460.17%+1,446
ISHARES INC025,000+25,00001,3480.16%+1,348
BANCO BILBAO VIZCAYA ARGENTA(BBVA)317,500317,50006,1127,4010.88%+1,289
ISHARES INC025,000+25,00001,0630.13%+1,063
ISHARES INC025,000+25,00001,0200.12%+1,020
SPDR SERIES TRUST
ST STR SP600SM C
011,105+11,10501,0100.12%+1,010
WALMART INC(WMT)0101,197+101,197011,2741.34%+11,274
META PLATFORMS INC(META)012,188+12,18808,0450.96%+8,045
VANECK ETF TRUST
FALLEN ANGEL HG
024,432+24,43207170.09%+717
DELL TECHNOLOGIES INC(DELL)05,200+5,20006550.08%+655
VANGUARD INTL EQUITY INDEX F153,701153,871+17012,26512,8651.53%+600
EXXON MOBIL CORP44,24745,847+1,6004,9895,5170.66%+528
CRACKER BARREL OLD CTRY STOR(CBRL)020,000+20,00005080.06%+508
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
06,667+6,66704760.06%+476
SPDR INDEX SHS FDS
ST STR EU 50 ETF
155,962157,222+1,2609,68810,1241.20%+435
MAGNUM ICE CREAM CO NV(MICC)026,933+26,93304300.05%+430
MASTERCARD INCORPORATED(MA)0725+72504140.05%+414
MURPHY USA INC(MUSA)0978+97803950.05%+395
ABBVIE INC(ABBV)01,698+1,69803880.05%+388
JOHNSON & JOHNSON(JNJ)53,49649,767-3,7299,91910,2991.22%+380
INTUITIVE SURGICAL INC0650+65003680.04%+368
FAIR ISAAC CORP(FICO)0200+20003380.04%+338
CITIGROUP INC(C)022,845+22,84502,6660.32%+2,666
ISHARES TR04,044+4,04403350.04%+335
ISHARES TR21,76721,755-1214,56914,9011.77%+332
PALO ALTO NETWORKS INC(PANW)7,1259,585+2,4601,4511,7660.21%+315
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,780+3,78002940.03%+294
NOVO-NORDISK A S(NVO)05,625+5,62502860.03%+286
VANGUARD INDEX FDS49,72549,502-22316,31816,5971.97%+278
ISHARES ETHEREUM TR(ETHA)011,860+11,86002660.03%+266
ASML HOLDING N V
N Y REGISTRY SHS
0244+24402610.03%+261
DANAHER CORPORATION(DHR)01,130+1,13002590.03%+259
VISA INC(V)05,669+5,66901,9880.24%+1,988
INVESCO CURRENCYSHARES EURO(FXE)02,291+2,29102480.03%+248
SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD ETF
010,875+10,87502420.03%+242
MERCADOLIBRE INC(MELI)0367+36707380.09%+738
VANECK ETF TRUST
BDC INCOME ETF
113,300135,100+21,8001,6931,9160.23%+223
SPDR S&P 500 ETF TR(SPY)49,35447,500-1,85432,87933,1013.93%+223
TEVA PHARMACEUTICAL INDS LTD(TEVA)20,00020,00004046240.07%+220
ISHARES TR02,250+2,25002190.03%+219
CISCO SYS INC(CSCO)023,964+23,96401,8460.22%+1,846
ISHARES TR109,145109,14509,95610,1641.21%+207
CUMMINS INC(CMI)0405+40502070.02%+207
TOYOTA MOTOR CORP(TM)8,1858,18501,5641,7520.21%+188
ORACLE CORP(ORCL)1,5033,077+1,5744236000.07%+177
SONOS INC(SONO)100,000100,00001,5801,7560.21%+176
OSCAR HEALTH INC(OSCR)011,350+11,35001630.02%+163
VANECK ETF TRUST
GOLD MINERS ETF
30,29228,833-1,4592,3142,4730.29%+159
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
086,748+86,748016,6171.97%+16,617
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,0152,356+3415637160.09%+153
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
6,7109,460+2,7503384770.06%+139
FORD MTR CO(F)100,000100,00001,1961,3120.16%+116
ISHARES TR
MSCI INDIA ETF
08,358+8,35804520.05%+452
ISHARES TR197,870194,095-3,77527,35427,4633.26%+109
VANGUARD INDEX FDS13,09113,09106,2796,3870.76%+108
VANGUARD INDEX FDS20,44520,44503,8133,9050.46%+92
ISHARES TR12,79212,79202,6042,6910.32%+86
ARRAY TECHNOLOGIES INC80,00080,00006527380.09%+86
SPDR DOW JONES INDL AVERAGE(DIA)8,3638,248-1153,8783,9640.47%+85
NEWMONT CORP(NEM)5,9275,857-705005850.07%+85
WISDOMTREE TR(WT)05,200+5,20007500.09%+750
VANGUARD INTL EQUITY INDEX F76,09074,910-1,1805,4315,5100.65%+80
VANGUARD INDEX FDS21,17521,17505,3845,4620.65%+78
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
14,30014,510+2104535310.06%+78
ISHARES TR12,86913,200+3311,2021,2680.15%+66
ISHARES TR
MSCI POLAND ETF
020,000+20,00007040.08%+704
ANHEUSER BUSCH INBEV SA/NV(BUD)019,830+19,83001,2700.15%+1,270
BLACKSTONE SECD LENDING FD(BXSL)071,250+71,25001,8760.22%+1,876
SHOPIFY INC(SHOP)1,9602,168+2082913490.04%+58
GOLDMAN SACHS GROUP INC(GS)611617+64875420.06%+56
VANGUARD INTL EQUITY INDEX F12,62712,821+1941,1091,1590.14%+50
ISHARES TR13,83113,83109389880.12%+50
WELLS FARGO CO NEW(WFC)4,8124,81204034480.05%+45
WASTE MGMT INC DEL(WM)010,700+10,70002,3510.28%+2,351
VANGUARD STAR FDS110,219107,896-2,3238,0978,1400.97%+43
ENTERPRISE PRODS PARTNERS L(EPD)52,50052,50001,6421,6830.20%+41
ISHARES TR152,833151,458-1,37518,16118,2022.16%+41
ALLY FINL INC(ALLY)06,600+6,60002990.04%+299
ISHARES TR12,67212,67201,4011,4410.17%+40
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