GFS Advisors, LLC
Top Portfolio Positions
152 positions ·
$1,319,426,524 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
500,940 | $354,895,952 | 26.90% | |
| PH |
Parker-Hannifin Corp
Industrials
|
101,199 | $90,597,392 | 6.87% | |
| ACN |
Accenture plc
Technology
|
317,500 | $62,957,075 | 4.77% | |
| CAH |
Cardinal Health Inc
Healthcare
|
275,719 | $58,262,181 | 4.42% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
191,120 | $55,558,584 | 4.21% | |
| BLK |
BlackRock, Inc.
Financial Services
|
57,167 | $54,978,075 | 4.17% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
122,060 | $47,653,444 | 3.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
122,060 | $35,099,573 | 2.66% | |
| FDX |
Fedex Corp
Industrials
|
87,162 | $31,045,361 | 2.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
82,824 | $30,789,822 | 2.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TV
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,300,770 | 447,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,763,567 | 2,142,590 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,692,272 | 2,142,590 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,599,551 | 2,142,590 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $779,297 | 281,335 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,659,488 | 1,768,590 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,903,800 | 570,000 | Shares | Sole | 2024-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||