Galvin, Gaustad & Stein, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $40M, Vanguard Ftse Developed Market with a value of $35.8M, Microsoft Corp with a value of $35.7M, Hca Healthcare, Inc. with a value of $31.8M, and Jpmorgan Chase & CO with a value of $30.9M.
Examining the 13F form we can see an increase of $55.2M in the current position value, from $1.15B to 1.21B.
Below you can find more details about Galvin, Gaustad & Stein, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $530 Million
Technology: $152 Million
Financial Services: $120 Million
Consumer Cyclical: $101 Million
Healthcare: $84.7 Million
Industrials: $77.2 Million
Consumer Defensive: $44.6 Million
Communication Services: $43.1 Million
Other: $52.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
