MondegarAI
Galvin, Gaustad & Stein, LLC

Q4 2025 · 13F-HR

Galvin, Gaustad & Stein, LLCholdings as filed

Filed 2026-01-23 · accession 0001172661-26-000291

$1.28B
Reported value
250
Positions
2025-12-31
Period end
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The Brief · Galvin, Gaustad & Stein, LLC · Q4 2025

AI · grounded in 13F

Galvin, Gaustad & Stein, LLC closed its position in DEO, reducing exposure by $12.55M. The fund established new positions in SOXX for $12.83M, QCOM for $12.62M, and PGR for $11.18M. Additionally, the fund accumulated shares in QQQM, NVDA, and META.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F842IEFAISHARES TR$40.4M3.15%451,162CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$36.5M2.85%584,362CommonNONE
594918104MSFTMICROSOFT CORP$34.1M2.66%70,419CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$33.1M2.58%102,711CommonNONE
40412C101HCAHCA HEALTHCARE INC$31.5M2.45%67,371CommonNONE
023135106AMZNAMAZON COM INC$27.1M2.12%117,528CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$26.7M2.08%1,064,666CommonNONE
369604301GEGE AEROSPACE$26.3M2.05%85,228CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$25.9M2.02%180,583CommonNONE
464287226AGGISHARES TR$25.3M1.97%253,304CommonNONE
577081102MATMATTEL INC$25.0M1.95%1,262,220CommonNONE
037833100AAPLAPPLE INC$24.5M1.92%90,284CommonNONE
053332102AZOAUTOZONE INC$23.0M1.79%6,772CommonNONE
025816109AXPAMERICAN EXPRESS CO$21.6M1.69%58,382CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$21.5M1.68%882,638CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$21.5M1.68%263,198CommonNONE
464288588MBBISHARES TR$21.3M1.66%223,394CommonNONE
191216100KOCOCA COLA CO$20.4M1.59%292,118CommonNONE
69351T106PPLPPL CORP$19.9M1.56%569,055CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19.9M1.55%65,539CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$19.8M1.55%59,999CommonNONE
92826C839VVISA INC$19.6M1.53%56,021CommonNONE
437076102HDHOME DEPOT INC$19.1M1.49%55,635CommonNONE
94106L109WMWASTE MGMT INC DEL$18.6M1.45%84,701CommonNONE
02079K107GOOGALPHABET INC$18.2M1.42%57,972CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18.2M1.42%245,539CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$16.7M1.30%13,794CommonNONE
67066G104NVDANVIDIA CORPORATION$16.6M1.30%89,273CommonNONE
464287507IJHISHARES TR$16.4M1.28%248,499CommonNONE
02079K305GOOGLALPHABET INC$16.0M1.25%51,106CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15.6M1.22%189,834CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$15.6M1.21%34,309CommonNONE
46429B671MCHIISHARES TR$15.3M1.19%254,233CommonNONE
907818108UNPUNION PAC CORP$15.1M1.18%65,215CommonNONE
742718109PGPROCTER AND GAMBLE CO$14.8M1.15%103,226CommonNONE
N07059210ASMLASML HOLDING N V$14.5M1.13%13,545CommonNONE
G25508105CRHCRH PLC$14.4M1.12%115,422CommonNONE
46429B747STIPISHARES TR$14.1M1.10%137,485CommonNONE
464287804IJRISHARES TR$14.1M1.10%117,004CommonNONE
464288638IGIBISHARES TR$13.9M1.09%258,591CommonNONE
09260D107BXBLACKSTONE INC$13.6M1.06%88,377CommonNONE
26875P101EOGEOG RES INC$13.2M1.03%125,629CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$12.9M1.00%50,843CommonNONE
46434V878ICSHISHARES TR$12.9M1.00%254,067CommonNONE
464287523SOXXISHARES TR$12.8M1.00%42,618CommonNONE
747525103QCOMQUALCOMM INC$12.6M0.98%73,782CommonNONE
30303M102METAMETA PLATFORMS INC$12.2M0.96%18,550CommonNONE
14316J108CGCARLYLE GROUP INC$12.1M0.94%204,623CommonNONE
166764100CVXCHEVRON CORP NEW$11.8M0.92%77,298CommonNONE
46434V613IUSBISHARES TR$11.4M0.89%245,494CommonNONE
743315103PGRPROGRESSIVE CORP$11.2M0.87%49,094CommonNONE
922908553VNQVANGUARD INDEX FDS$10.7M0.84%121,472CommonNONE
921937819BIVVANGUARD BD INDEX FDS$10.1M0.79%129,510CommonNONE
98978V103ZTSZOETIS INC$10.0M0.78%79,405CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$8.0M0.63%95,854CommonNONE
464288646IGSBISHARES TR$7.5M0.59%141,895CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$7.1M0.55%80,892CommonNONE
92189F676SMHVANECK ETF TRUST$7.0M0.55%19,472CommonNONE
95082P105WCCWESCO INTL INC$7.0M0.54%28,504CommonNONE
46434G103IEMGISHARES INC$6.6M0.52%98,494CommonNONE
921937827BSVVANGUARD BD INDEX FDS$6.4M0.50%81,066CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$6.3M0.49%83,689CommonNONE
922020748VCRBVANGUARD MALVERN FDS$6.2M0.48%79,187CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.1M0.48%76,971CommonNONE
464287200IVVISHARES TR$6.0M0.47%8,822CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.8M0.45%107,676CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M0.43%6,403CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$5.4M0.42%25,318CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.9M0.38%97,195CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.8M0.37%8,323CommonNONE
922908751VBVANGUARD INDEX FDS$4.7M0.37%18,356CommonNONE
464288414MUBISHARES TR$4.4M0.34%41,098CommonNONE
78464A854SPYMSPDR SERIES TRUST$3.8M0.30%47,254CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M0.28%17,175CommonNONE
464288513HYGISHARES TR$3.3M0.26%41,529CommonNONE
464287861IEVISHARES TR$3.2M0.25%47,290CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.25%14,714CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.1M0.25%62,529CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.23%5,843CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.9M0.23%65,625CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.9M0.22%24,670CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$2.8M0.22%56,181CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2.7M0.21%23,756CommonNONE
464287234EEMISHARES TR$2.5M0.19%45,277CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$2.4M0.19%76,830CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M0.19%20,053CommonNONE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$2.2M0.17%43,234CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$2.2M0.17%46,742CommonNONE
46435U861DIVBISHARES TR$2.1M0.16%39,366CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.15%2,204CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.15%7,802CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.9M0.15%70,756CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.9M0.15%32,580CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.8M0.14%34,658CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.13%5,089CommonNONE
464288158SUBISHARES TR$1.7M0.13%15,696CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$1.7M0.13%58,914CommonNONE
464287150ITOTISHARES TR$1.5M0.12%10,403CommonNONE
922908744VTVVANGUARD INDEX FDS$1.5M0.12%7,870CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.12%9,249CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.5M0.11%20,930CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.5M0.11%17,605CommonNONE
532457108LLYELI LILLY & CO$1.4M0.11%1,347CommonNONE
92189H748CLOIVANECK ETF TRUST$1.4M0.11%26,235CommonNONE
464287614IWFISHARES TR$1.3M0.10%2,751CommonNONE
05561Q201BOKFBOK FINL CORP$1.3M0.10%10,815CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.10%39,806CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.10%5,567CommonNONE
46432F339QUALISHARES TR$1.3M0.10%6,361CommonNONE
464287630IWNISHARES TR$1.2M0.09%6,629CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.09%2,515CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.09%3,350CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.09%6,292CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.09%1,652CommonNONE
09290D101BLKBLACKROCK INC$1.1M0.09%1,031CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1.1M0.09%28,887CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.09%3,782CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.08%7,554CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.1M0.08%32,683CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.08%5,479CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.08%38,630CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.08%19,173CommonNONE
922907712VCRMVANGUARD MUN BD FDS$1.0M0.08%13,431CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$972,8520.08%10,516CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$954,6880.07%1,400PUTNONE
75513E101RTXRTX CORPORATION$930,9350.07%5,076CommonNONE
88160R101TSLATESLA INC$893,0060.07%1,986CommonNONE
25809K105DASHDOORDASH INC$888,0280.07%3,921CommonNONE
78464A508SPYVSPDR SERIES TRUST$870,4500.07%15,322CommonNONE
74347R206QLDPROSHARES TR$870,2680.07%12,360CommonNONE
922908363VOOVANGUARD INDEX FDS$866,3250.07%1,381CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$863,6330.07%12,094CommonNONE
02209S103MOALTRIA GROUP INC$859,3900.07%14,904CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$859,0960.07%4,951CommonNONE
931142103WMTWALMART INC$834,0730.07%7,487CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$816,3520.06%11,098CommonNONE
46432F396MTUMISHARES TR$815,9110.06%3,260CommonNONE
74347R107SSOPROSHARES TR$810,3010.06%13,990CommonNONE
922908736VUGVANGUARD INDEX FDS$750,4300.06%1,538CommonNONE
52468L505LVHILEGG MASON ETF INVT$749,1250.06%20,346CommonNONE
36165L108GDSGDS HLDGS LTD$745,2550.06%21,354CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$704,7690.06%1,995CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$700,9950.05%9,242CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$678,2220.05%8,724CommonNONE
46090E103QQQINVESCO QQQ TR$676,4390.05%1,101CommonNONE
548661107LOWLOWES COS INC$670,5490.05%2,781CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$668,3970.05%6,739CommonNONE
031162100AMGNAMGEN INC$668,3480.05%2,042CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$658,7060.05%19,657CommonNONE
78463V107GLDSPDR GOLD TR$650,3450.05%1,641CommonNONE
464285204IAUISHARES GOLD TR$627,8500.05%7,735CommonNONE
17275R102CSCOCISCO SYS INC$622,2350.05%8,078CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$610,2600.05%10,500CommonNONE
369550108GDGENERAL DYNAMICS CORP$593,5830.05%1,763CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$593,0630.05%12,613CommonNONE
92204A702VGTVANGUARD WORLD FD$588,7020.05%781CommonNONE
922908611VBRVANGUARD INDEX FDS$582,3050.05%2,749CommonNONE
217204106CPRTCOPART INC$561,8030.04%14,350CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$553,3840.04%442CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$545,2670.04%12,415CommonNONE
69374H709GCOWPACER FDS TR$541,5440.04%13,138CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$532,4340.04%19,800CommonNONE
58933Y105MRKMERCK & CO INC$523,7350.04%4,976CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$521,2260.04%10,498CommonNONE
58155Q103MCKMCKESSON CORP$501,6810.04%612CommonNONE
46429B697USMVISHARES TR$492,4850.04%5,230CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$486,1200.04%2,538CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$480,1710.04%4,021CommonNONE
46432F388VLUEISHARES TR$474,1760.04%3,468CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$456,1350.04%18,974CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$453,3500.04%17,599CommonNONE
464287598IWDISHARES TR$452,4440.04%2,151CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$449,8940.04%10,371CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$445,6920.03%11,258CommonNONE
199908104FIXCOMFORT SYS USA INC$443,8210.03%476CommonNONE
83601L102SHCSOTERA HEALTH CO$431,3330.03%24,452CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$429,4620.03%10,547CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$422,3270.03%17,050CommonNONE
92204A405VFHVANGUARD WORLD FD$422,2290.03%3,163CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$410,2140.03%4,486CommonNONE
G54950103LINLINDE PLC$407,5770.03%956CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$404,9110.03%5,395CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$404,5910.03%8,714CommonNONE
97717X669DGRWWISDOMTREE TR$393,4920.03%4,400CommonNONE
58733R102MELIMERCADOLIBRE INC$392,7810.03%195CommonNONE
539830109LMTLOCKHEED MARTIN CORP$390,1750.03%807CommonNONE
855244109SBUXSTARBUCKS CORP$387,5310.03%4,602CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$386,5400.03%7,000CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$382,5230.03%11,673CommonNONE
060505104BACBANK AMERICA CORP$381,8320.03%6,942CommonNONE
780087102RYROYAL BK CDA$375,0780.03%2,200CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$372,0310.03%9,510CommonNONE
464288273SCZISHARES TR$370,6060.03%4,780CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$359,9280.03%5,919CommonNONE
244199105DEDEERE & CO$356,3640.03%765CommonNONE
629377508NRGNRG ENERGY INC$354,9460.03%2,229CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$349,3080.03%6,260CommonNONE
97717W315DEMWISDOMTREE TR$344,7650.03%7,381CommonNONE
46429B689EFAVISHARES TR$344,4160.03%3,993CommonNONE
026874784AIGAMERICAN INTL GROUP INC$342,2000.03%4,000CommonNONE
92537N108VRTVERTIV HOLDINGS CO$340,6970.03%2,103CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$332,6470.03%6,674CommonNONE
260557103DOWDOW INC$328,5590.03%14,053CommonNONE
464287309IVWISHARES TR$321,9910.03%2,612CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$321,3060.03%1,430CommonNONE
78464A359CWBSPDR SERIES TRUST$321,0760.03%3,600CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$318,1460.02%1,074CommonNONE
464287465EFAISHARES TR$315,0960.02%3,281CommonNONE
038222105AMATAPPLIED MATLS INC$314,3990.02%1,223CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$309,7840.02%6,893CommonNONE
808524607SCHASCHWAB STRATEGIC TR$309,5210.02%10,868CommonNONE
464287689IWVISHARES TR$305,4020.02%789CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$300,3560.02%625CommonNONE
68389X105ORCLORACLE CORP$298,4770.02%1,531CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$297,4740.02%7,120CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$289,6710.02%3,061CommonNONE
464287499IWRISHARES TR$285,3440.02%2,964CommonNONE
922908595VBKVANGUARD INDEX FDS$280,9620.02%930CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$278,5160.02%7,035CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$276,2130.02%6,318CommonNONE
922908538VOTVANGUARD INDEX FDS$267,9740.02%960CommonNONE
654106103NKENIKE INC$264,4010.02%4,150CommonNONE
097023105BABOEING CO$263,9480.02%1,216CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$262,1110.02%3,670CommonNONE
464287473IWSISHARES TR$261,0590.02%1,851CommonNONE
949746101WMT2WELLS FARGO CO NEW$260,3080.02%2,793CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$251,1600.02%1,750CommonNONE
464287846IYYISHARES TR$247,9650.02%1,495CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$247,9520.02%5,733CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$246,8410.02%5,894CommonNONE
64110L106NFLXNETFLIX INC$241,2240.02%2,573CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$240,0460.02%424CommonNONE
464287648IWOISHARES TR$238,8800.02%740CommonNONE
91913Y100VLOVALERO ENERGY CORP$236,0460.02%1,450CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$234,8380.02%2,295CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$234,8120.02%8,750CommonNONE
78464A474SPSBSPDR SERIES TRUST$233,9660.02%7,747CommonNONE
461202103INTUINTUIT$228,5930.02%345CommonNONE
504922105LHLABCORP HOLDINGS INC$225,5410.02%899CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$222,1970.02%2,575CommonNONE
464287622IWBISHARES TR$221,0760.02%592CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$217,6820.02%1,857CommonNONE
15687V109CERTCERTARA INC$217,1750.02%24,651CommonNONE
37954Y236DTCRGLOBAL X FDS$211,0000.02%10,000CommonNONE
464287721IYWISHARES TR$209,6640.02%1,050CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$209,4480.02%978CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$207,3370.02%4,442CommonNONE
512807306LRCXLAM RESEARCH CORP$206,2720.02%1,205CommonNONE
88579Y101MMM3M CO$204,9280.02%1,280CommonNONE
87990A106TNYATENAYA THERAPEUTICS INC$7,8270.00%11,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.