Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Galvin, Gaustad & Stein, LLC (CIK 1840945) reported $1.25B across 250 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLK ($70.8M, 5.66%), IEFA ($43.6M, 3.48%), VEA ($40.8M, 3.26%), HCA ($28.0M, 2.24%), SCHR ($26.8M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $70.8M | 5.66% | 532,646 | Added |
| 2 | IEFA | ISHARES TR | $43.6M | 3.48% | 481,065 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $40.8M | 3.26% | 635,928 | Added |
| 4 | HCA | HCA HEALTHCARE INC | $28.0M | 2.24% | 59,229 | Trimmed |
| 5 | SCHR | SCHWAB STRATEGIC TR | $26.8M | 2.14% | 1.1M | Added |
| 6 | MSFT | MICROSOFT CORP | $26.6M | 2.12% | 71,726 | Added |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $26.2M | 2.10% | 179,696 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $25.9M | 2.07% | 124,121 | Added |
| 9 | XLC | SELECT SECTOR SPDR TR | $25.0M | 2.00% | 225,735 | New |
| 10 | AGG | ISHARES TR | $24.9M | 1.99% | 250,337 | Trimmed |
| 11 | GE | GE AEROSPACE | $24.4M | 1.95% | 85,871 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $24.3M | 1.94% | 139,179 | Added |
| 13 | AAPL | APPLE INC | $22.5M | 1.80% | 88,720 | Trimmed |
| 14 | SCHO | SCHWAB STRATEGIC TR | $21.5M | 1.72% | 886,900 | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $20.7M | 1.66% | 338,402 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $20.1M | 1.61% | 68,220 | Trimmed |
| 17 | XLP | SELECT SECTOR SPDR TR | $19.9M | 1.60% | 243,323 | New |
| 18 | UBER | UBER TECHNOLOGIES INC | $20.0M | 1.60% | 277,943 | Added |
| 19 | MBB | ISHARES TR | $19.6M | 1.57% | 206,612 | Trimmed |
| 20 | BND | VANGUARD BD INDEX FDS | $18.0M | 1.44% | 244,835 | Trimmed |
| 21 | V | VISA INC | $17.8M | 1.42% | 58,800 | Added |
| 22 | IJH | ISHARES TR | $17.0M | 1.36% | 251,179 | Added |
| 23 | AXP | AMERICAN EXPRESS CO | $16.8M | 1.35% | 55,598 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.8M | 1.35% | 49,839 | Trimmed |
| 25 | GOOG | ALPHABET INC | $16.5M | 1.32% | 57,535 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31