GFS Advisors, LLC

CIK
0001427263
City
HOUSTON
State / Country
TX

Top Portfolio Positions

100 positions · $553,141,806 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AMZN
Amazon Com Inc
Consumer Cyclical
224,512 $51,821,859 9.37%
GOOGL
Alphabet Inc.
Communication Services
124,098 $38,842,674 7.02%
SPY
Spdr S&P 500 Etf Trust
47,500 $32,391,200 5.86%
DIS
Walt Disney Co
Communication Services
284,243 $32,338,326 5.85%
TSLA
Tesla, Inc.
Consumer Cyclical
65,321 $29,376,160 5.31%
MSFT
Microsoft Corp
Technology
58,237 $28,164,577 5.09%
FDX
Fedex Corp
Industrials
96,669 $27,923,807 5.05%
BABA
Alibaba Group Holding Ltd
Consumer Cyclical
171,311 $25,110,766 4.54%
UNH
Unitedhealth Group Inc
Healthcare
51,416 $16,972,935 3.07%
NVDA
Nvidia Corp
Technology
76,405 $14,249,532 2.58%

Portfolio Trend

24 quarters · across all stocks

Holdings in UDN

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Report Date Value (USD) Shares
2025-12-31 $2,918,400 160,000