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 $1.36B across 261 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XLK ($99.8M, 7.36%), IEFA ($47.5M, 3.51%), VEA ($46.0M, 3.40%), NVDA ($32.0M, 2.36%), GE ($30.9M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $99.8M | 7.36% | 523,647 | Trimmed |
| 2 | IEFA | ISHARES TR | $47.5M | 3.51% | 492,115 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $46.0M | 3.40% | 646,109 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $32.0M | 2.36% | 159,997 | Added |
| 5 | GE | GE AEROSPACE | $30.9M | 2.28% | 82,627 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $29.0M | 2.14% | 121,771 | Trimmed |
| 7 | SCHR | SCHWAB STRATEGIC TR | $27.5M | 2.03% | 1.1M | Added |
| 8 | MSFT | MICROSOFT CORP | $26.9M | 1.99% | 72,151 | Added |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | $26.2M | 1.93% | 169,612 | Trimmed |
| 10 | XLC | SELECT SECTOR SPDR TR | $25.6M | 1.89% | 238,547 | Added |
| 11 | AGG | ISHARES TR | $25.1M | 1.85% | 253,257 | Added |
| 12 | SOXX | ISHARES TR | $25.0M | 1.84% | 38,965 | Trimmed |
| 13 | AAPL | APPLE INC | $24.1M | 1.78% | 83,390 | Trimmed |
| 14 | HCA | HCA HEALTHCARE INC | $23.9M | 1.76% | 61,188 | Added |
| 15 | SCHO | SCHWAB STRATEGIC TR | $23.3M | 1.72% | 965,268 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $22.4M | 1.65% | 420,932 | Added |
| 17 | GOOG | ALPHABET INC | $20.0M | 1.48% | 56,638 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.7M | 1.46% | 41,350 | Trimmed |
| 19 | V | VISA INC | $19.5M | 1.44% | 56,757 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $19.0M | 1.40% | 57,981 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $18.9M | 1.40% | 52,960 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $18.7M | 1.38% | 255,361 | Added |
| 23 | MBB | ISHARES TR | $18.5M | 1.37% | 196,122 | Trimmed |
| 24 | UNP | UNION PAC CORP | $17.9M | 1.32% | 65,735 | Trimmed |
| 25 | UBER | UBER TECHNOLOGIES INC | $17.4M | 1.29% | 241,470 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30