GFS Advisors, LLC: 13F holdings
CIK 14272632026Q2
| Positions | 370 |
|---|---|
| Reported value | $3.7bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MELI MERCADOLIBRE INC | 954,175 | $1.1bn | 29.0% |
| ASML HLDG NV | 317,500 | $670.4m | 18.1% |
| JBHT HUNT J B TRANS SVCS INC | 267,700 | $101.3m | 2.7% |
| DHR DANAHER CORP DEL | 501,220 | $99.1m | 2.7% |
| MUB ISHARES TR | 536,470 | $57.7m | 1.6% |
| EWJ ISHARES INC | 531,366 | $49.6m | 1.3% |
| VOO VANGUARD INDEX FDS | 53,022 | $46.0m | 1.2% |
| GEV GE VERNOVA INC | 35,230 | $41.4m | 1.1% |
| IJR ISHARES TR | 165,233 | $39.0m | 1.1% |
| IVV ISHARES TR | 30,988 | $37.3m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1427263")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.