GFS ADVISORS, LLC

PrivateCIK: 1427263
Location

HOUSTON, TX

159
Positions
$784.68M
Total AUM (reported)
9.46M
Total Shares

Allocation by class

TOTAL AUM$784.68M159 positions
COM$220.04M28.0%
CL A$76.37M9.7%
SPONSORED ADS$31.25M4.0%
RUS 1000 VAL ETF$30.59M3.9%
SHS$30.37M3.9%
COM CL A$28.60M3.6%
CAP STK CL A$26.74M3.4%

Portfolio Concentration

Top 312.4%4–1022.8%11–2526.6%Rest38.2%TOP 1035.2%0%100%
Top 3$96.93M12.4%
4–10$179.15M22.8%
11–25$209.06M26.6%
Rest$299.54M38.2%

Top 3 weight

12.4%

Top 10 weight

35.2%

Voting Authority Distribution

Total shares with voting rights: 9.46M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.46M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole159
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings159
Rows:

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares122.06K
TypeSH
Market value$35.10M
4.47%
Sole
0.00
Shared
0.00
None
122.06K

CORE & MAIN INC

SOLE
CL A
Shares87.16K
TypeSH
Market value$31.05M
3.96%
Sole
0.00
Shared
0.00
None
87.16K

NASDAQ INC

SOLE
COM
Shares82.82K
TypeSH
Market value$30.79M
3.92%
Sole
0.00
Shared
0.00
None
82.82K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares47.04K
TypeSH
Market value$30.59M
3.90%
Sole
0.00
Shared
0.00
None
47.04K

ALPHABET INC

SOLE
CAP STK CL A
Shares72.24K
TypeSH
Market value$26.74M
3.41%
Sole
0.00
Shared
0.00
None
72.24K

CARDINAL HEALTH INC

SOLE
COM
Shares275.72K
TypeSH
Market value$26.57M
3.39%
Sole
0.00
Shared
0.00
None
275.72K

WILLIS TOWERS WATSON PLC LTD

SOLE
SHS
Shares191.12K
TypeSH
Market value$26.45M
3.37%
Sole
0.00
Shared
0.00
None
191.12K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares459.22K
TypeSH
Market value$24.82M
3.16%
Sole
0.00
Shared
0.00
None
459.22K

WISDOMTREE TR

SOLE
JAPN HEDGE EQT
Shares265.94K
TypeSH
Market value$22.46M
2.86%
Sole
0.00
Shared
0.00
None
265.94K

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares171.49K
TypeSH
Market value$21.52M
2.74%
Sole
0.00
Shared
0.00
None
171.49K

CATERPILLAR INC

SOLE
COM
Shares500.94K
TypeSH
Market value$20.86M
2.66%
Sole
0.00
Shared
0.00
None
500.94K

ARK ETF TR

SOLE
INNOVATION ETF
Shares149.04K
TypeSH
Market value$18.53M
2.36%
Sole
0.00
Shared
0.00
None
149.04K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares166.10K
TypeSH
Market value$15.97M
2.04%
Sole
0.00
Shared
0.00
None
166.10K

NVIDIA CORPORATION

SOLE
COM
Shares58.10K
TypeSH
Market value$15.72M
2.00%
Sole
0.00
Shared
0.00
None
58.10K

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares80.02K
TypeSH
Market value$15.36M
1.96%
Sole
0.00
Shared
0.00
None
80.02K

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares47.73K
TypeSH
Market value$15.31M
1.95%
Sole
0.00
Shared
0.00
None
47.73K

VANECK ETF TRUST

SOLE
BIOTECH ETF
Shares21.64K
TypeSH
Market value$14.14M
1.80%
Sole
0.00
Shared
0.00
None
21.64K

ARK ETF TR

SOLE
GENOMIC REV ETF
Shares186.81K
TypeSH
Market value$12.62M
1.61%
Sole
0.00
Shared
0.00
None
186.81K

PARKER-HANNIFIN CORP

SOLE
COM
Shares101.20K
TypeSH
Market value$12.58M
1.60%
Sole
0.00
Shared
0.00
None
101.20K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EUROPE ETF
Shares149.01K
TypeSH
Market value$12.14M
1.55%
Sole
0.00
Shared
0.00
None
149.01K

VANECK ETF TRUST

SOLE
FALLEN ANGEL HG
Shares109.14K
TypeSH
Market value$12.05M
1.54%
Sole
0.00
Shared
0.00
None
109.14K

BLACKROCK INC

SOLE
COM
Shares57.17K
TypeSH
Market value$11.83M
1.51%
Sole
0.00
Shared
0.00
None
57.17K

DISNEY WALT CO

SOLE
COM
Shares46.18K
TypeSH
Market value$11.29M
1.44%
Sole
0.00
Shared
0.00
None
46.18K

INTERACTIVE BROKERS GROUP IN

SOLE
COM CL A
Shares60.63K
TypeSH
Market value$10.57M
1.35%
Sole
0.00
Shared
0.00
None
60.63K

SALESFORCE INC

SOLE
COM
Shares35.23K
TypeSH
Market value$10.10M
1.29%
Sole
0.00
Shared
0.00
None
35.23K
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