Galvin, Gaustad & Stein, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $39.4M, Hca Healthcare, Inc. with a value of $35.9M, Microsoft Corp with a value of $35.5M, Vanguard Ftse Developed Market with a value of $34.6M, and Jpmorgan Chase & CO with a value of $32.8M.
Examining the 13F form we can see an increase of $44.7M in the current position value, from $1.11B to 1.15B.
Below you can find more details about Galvin, Gaustad & Stein, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $464 Million
Technology: $132 Million
Consumer Cyclical: $125 Million
Financial Services: $122 Million
Healthcare: $90.8 Million
Industrials: $76.2 Million
Consumer Defensive: $59.5 Million
Energy: $31.8 Million
Other: $48.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions