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Institutional

Galvin, Gaustad & Stein, LLC

CIK 0001840945
$1.36B
Reported AUM
261
Positions
Q2 2026
Period
2026-07-29
Filed

Editorial summary

Summary for Galvin, Gaustad & Stein, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

XLK$99.8MIEFAVEANVDAGEAMZNSCHRMSFTOther$913.8MGL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1XLKSELECT SECTOR SPDR TR$166.57-2.64%33.81%123.64%$99.8M7.36%HELD
2IEFAISHARES TR$96.23-0.54%22.68%48.50%$47.5M3.51%HELD
3VEAVANGUARD TAX-MANAGED FDS$68.95-0.93%27.83%54.95%$46.0M3.40%HELD
4NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$32.0M2.36%HELD
5GEGE AEROSPACE$350.63-3.56%30.82%446.84%$30.9M2.28%HELD
6AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$29.0M2.14%HELD
7SCHRSCHWAB STRATEGIC TR$24.45-0.16%1.30%-0.81%$27.5M2.03%HELD
8MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$26.9M1.99%HELD
9VSSVANGUARD INTL EQUITY INDEX F$147.75-1.35%14.46%22.87%$26.2M1.93%HELD
10XLCSELECT SECTOR SPDR TR$109.51-0.15%4.64%34.85%$25.6M1.89%HELD
11AGGISHARES TR$97.55-0.38%2.27%-1.35%$25.1M1.85%HELD
12SOXXISHARES TR$465.00-5.38%96.92%210.04%$25.0M1.84%HELD
13AAPLAPPLE INC$338.19-0.56%67.77%128.17%$24.1M1.78%HELD
14HCAHCA HEALTHCARE INC$408.18-2.39%15.12%68.26%$23.9M1.76%HELD
15SCHOSCHWAB STRATEGIC TR$24.090.04%2.58%9.69%$23.3M1.72%HELD
16XLESELECT SECTOR SPDR TR$58.651.88%41.32%190.72%$22.4M1.65%HELD
17GOOGALPHABET INC$335.760.95%75.60%130.67%$20.0M1.48%HELD
18TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%61.05%241.53%$19.7M1.46%HELD
19VVISA INC$368.730.58%9.62%67.02%$19.5M1.44%HELD
20JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$19.0M1.40%HELD
21GOOGLALPHABET INC$336.710.90%76.51%132.04%$18.9M1.40%HELD
22BNDVANGUARD BD INDEX FDS$72.38-0.36%2.10%-1.58%$18.7M1.38%HELD
23MBBISHARES TR$93.23-0.47%3.42%0.76%$18.5M1.37%HELD
24UNPUNION PAC CORP$292.19-0.77%36.18%50.11%$17.9M1.32%HELD
25UBERUBER TECHNOLOGIES INC$71.200.65%-19.24%79.33%$17.4M1.29%HELD
26XLPSELECT SECTOR SPDR TR$87.360.34%11.62%37.49%$16.3M1.20%HELD
27ICSHISHARES TR$50.53-0.02%3.89%20.31%$15.6M1.15%HELD
28AZOAUTOZONE INC$3142.170.75%-18.78%102.30%$15.5M1.14%HELD
29WFC 7.5 PERP LWELLS FARGO & CO$15.3M1.13%HELD
30KOCOCA COLA CO$89.080.92%35.46%86.77%$14.9M1.10%HELD
31VRTXVERTEX PHARMACEUTICALS INC$483.33-1.44%$14.8M1.09%HELD
32XLVSELECT SECTOR SPDR TR$166.24-0.61%$14.4M1.06%HELD
33QCOMQUALCOMM INC$155.68-4.42%$14.2M1.05%HELD
34STIPISHARES TR$101.410.23%$14.0M1.03%HELD
35AXPAMERICAN EXPRESS CO$331.50-1.52%$13.5M0.99%HELD
36MCHIISHARES TR$55.071.21%$13.0M0.96%HELD
37XLFSELECT SECTOR SPDR TR$56.68-1.60%$12.9M0.95%HELD
38XLUSELECT SECTOR SPDR TR$44.91-1.34%$12.7M0.93%HELD
39WMWASTE MGMT INC DEL$236.60-1.17%$12.3M0.90%HELD
40IUSBISHARES TR$45.51-0.31%$12.2M0.90%HELD
41SMHVANECK ETF TRUST$504.22-4.79%$12.1M0.89%HELD
42VNQVANGUARD INDEX FDS$100.66-0.29%$12.1M0.89%HELD
43CRHCRH PLC$99.71-3.57%$11.7M0.86%HELD
44PGRPROGRESSIVE CORP$219.990.21%$11.5M0.85%HELD
45JIREJ P MORGAN EXCHANGE TRADED F$81.67-0.54%$11.2M0.83%HELD
46WCCWESCO INTL INC$309.36-6.44%$10.8M0.80%HELD
47METAMETA PLATFORMS INC$585.61-1.31%$10.5M0.77%HELD
48BIVVANGUARD BD INDEX FDS$75.61-0.33%$10.2M0.75%HELD
49GEHCGE HEALTHCARE TECHNOLOGIES I$71.9012.15%$10.0M0.74%HELD
50IGIBISHARES TR$52.27-0.34%$9.9M0.73%HELD
51IEMGISHARES INC$74.15-2.18%$9.9M0.73%HELD
52CGCARLYLE GROUP INC$44.70-3.81%$8.7M0.64%HELD
53IJRISHARES TR$144.32-1.36%$8.7M0.64%HELD
54VCRBVANGUARD MALVERN FDS$76.08-0.30%$8.5M0.63%HELD
55QXOQXO INC$13.40-5.96%$8.3M0.61%HELD
56IVVISHARES TR$733.12-1.49%$8.1M0.60%HELD
57ASMLASML HLDG NV$1550.69-2.04%$6.3M0.47%HELD
58QQQMINVESCO EXCH TRADED FD TR II$272.51-2.02%$6.1M0.45%HELD
59SPYMSPDR SERIES TRUST$85.93-1.45%$6.0M0.45%HELD
60CRCLCIRCLE INTERNET GROUP INC$61.36-4.60%$5.9M0.44%HELD
61VCITVANGUARD SCOTTSDALE FDS$81.26-0.31%$5.9M0.43%HELD
62JPSTJ P MORGAN EXCHANGE TRADED F$50.540.04%$5.7M0.42%HELD
63COSTCOSTCO WHOLESALE CORPORATION$974.030.77%$5.7M0.42%HELD
64PPLPPL CORP$35.70-1.73%$5.4M0.40%HELD
65CWBSPDR SERIES TRUST$98.39-1.91%$5.3M0.39%HELD
66VWOVANGUARD INTL EQUITY INDEX F$56.92-1.42%$5.3M0.39%HELD
67CHWYCHEWY INC$23.301.66%$5.2M0.38%HELD
68XLYSELECT SECTOR SPDR TR$111.61-0.77%$5.0M0.37%HELD
69JMTGJ P MORGAN EXCHANGE TRADED F$50.11-0.32%$4.9M0.36%HELD
70MUBISHARES TR$105.77-0.22%$4.6M0.34%HELD
71JNJJOHNSON & JOHNSON$265.53-0.45%$4.5M0.33%HELD
72IGSBISHARES TR$52.140.02%$4.5M0.33%HELD
73XLBSELECT SECTOR SPDR TR$51.74-1.15%$4.3M0.32%HELD
74EZUISHARES INC$67.71-0.67%$4.3M0.32%HELD
75BSVVANGUARD BD INDEX FDS$77.620.05%$4.2M0.31%HELD
76MAMASTERCARD INCORPORATED$563.320.10%$4.1M0.30%HELD
77VCSHVANGUARD SCOTTSDALE FDS$78.61-0.01%$4.0M0.30%HELD
78SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%$3.9M0.28%HELD
79VIGVANGUARD SPECIALIZED FUNDS$238.56-1.32%$3.7M0.27%HELD
80CVXCHEVRON CORPORATION$191.862.28%$3.6M0.26%HELD
81XLISELECT SECTOR SPDR TR$176.66-3.19%$3.5M0.26%HELD
82IJHISHARES TR$74.73-1.71%$3.5M0.26%HELD
83VBVANGUARD INDEX FDS$293.00-1.66%$3.4M0.25%HELD
84MTUMISHARES TR$283.11-3.15%$3.1M0.23%HELD
85BKBANK OF NY MELLON CORP$3.1M0.23%HELD
86VTEBVANGUARD MUN BD FDS$49.70-0.14%$3.0M0.22%HELD
87RPGINVESCO EXCHANGE TRADED FD T$53.10-3.30%$2.9M0.21%HELD
88BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.21%HELD
89CLOIVANECK ETF TRUST$52.960.03%$2.7M0.20%HELD
90XOMEXXON MOBIL CORP$156.752.42%$2.6M0.19%HELD
91DIVBISHARES TR$66.690.14%$2.5M0.19%HELD
92JMUBJ P MORGAN EXCHANGE TRADED F$49.85-0.18%$2.5M0.19%HELD
93JEPIJ P MORGAN EXCHANGE TRADED F$56.92-0.97%$2.5M0.18%HELD
94UNHUNITEDHEALTH GROUP INC$420.57-1.92%$2.3M0.17%HELD
95FBNDFIDELITY MERRIMACK STR TR$44.98-0.40%$2.2M0.16%HELD
96VTIVANGUARD INDEX FDS$360.42-1.52%$2.2M0.16%HELD
97GSGOLDMAN SACHS GROUP INC$980.75-5.09%$1.9M0.14%HELD
98ITOTISHARES TR$160.03-1.53%$1.9M0.14%HELD
99SPYVSPDR SERIES TRUST$62.18-0.94%$1.9M0.14%HELD
100HDHOME DEPOT INC$338.27-1.80%$1.8M0.13%HELD
101QLDPROSHARES TR$1.7M0.13%HELD
102JMSTJ P MORGAN EXCHANGE TRADED F$1.7M0.13%HELD
103ABBVABBVIE INC$1.7M0.13%HELD
104LLYELI LILLY & CO$1.6M0.12%HELD
105PANWPALO ALTO NETWORKS INC$1.6M0.12%HELD
106PMPHILIP MORRIS INTL INC$1.6M0.12%HELD
107SCHQSCHWAB STRATEGIC TR$1.6M0.12%HELD
108EPDENTERPRISE PRODS PARTNERS L$1.6M0.12%HELD
109SPTMSPDR SERIES TRUST$1.6M0.12%HELD
110IWSISHARES TR$1.6M0.11%HELD
111EEMISHARES TR$1.5M0.11%HELD
112AVGOBROADCOM INC$1.5M0.11%HELD
113SCHDSCHWAB STRATEGIC TR$1.5M0.11%HELD
114COFCAPITAL ONE FINL CORP$1.5M0.11%HELD
115BOKFBOK FINL CORP$1.5M0.11%HELD
116DFAIDIMENSIONAL ETF TRUST$1.5M0.11%HELD
117SUBISHARES TR$1.4M0.11%HELD
118SSOPROSHARES TR$1.4M0.11%HELD
119VCRMVANGUARD MUN BD FDS$1.4M0.10%HELD
120QUALISHARES TR$1.4M0.10%HELD
121PGPROCTER & GAMBLE CO$1.3M0.09%HELD
122IWFISHARES TR$1.2M0.09%HELD
123SCHPSCHWAB STRATEGIC TR$1.2M0.09%HELD
124BLVVANGUARD BD INDEX FDS$1.2M0.09%HELD
125CSCOCISCO SYS INC$1.1M0.08%HELD
126MOALTRIA GROUP INC$1.1M0.08%HELD
127IWNISHARES TR$1.1M0.08%HELD
128CRWDCROWDSTRIKE HLDGS INC$1.1M0.08%HELD
129EOGEOG RES INC$1.1M0.08%HELD
130WMTWALMART INC$1.0M0.08%HELD
131HYGISHARES TR$1.0M0.08%HELD
132LVHILEGG MASON ETF INVT$1.0M0.07%HELD
133QQQINVESCO QQQ TR$1.0M0.07%HELD
134VTVVANGUARD INDEX FDS$984K0.07%HELD
135PHYSSPROTT ASSET MANAGEMENT LP$967K0.07%HELD
136BALTINNOVATOR ETFS TRUST$953K0.07%HELD
137GLDSPDR GOLD TR$950K0.07%HELD
138FIXCOMFORT SYS USA INC$943K0.07%HELD
139RTXRTX CORPORATION$936K0.07%HELD
140VUGVANGUARD INDEX FDS$930K0.07%HELD
141VEUVANGUARD INTL EQUITY INDEX F$900K0.07%HELD
142MUMICRON TECHNOLOGY INC$899K0.07%HELD
143VOOVANGUARD INDEX FDS$898K0.07%HELD
144TSLATESLA INC$891K0.07%HELD
145VOVANGUARD INDEX FDS$869K0.06%HELD
146BLKBLACKROCK INC$866K0.06%HELD
147JPLDJ P MORGAN EXCHANGE TRADED F$860K0.06%HELD
148DGXQUEST DIAGNOSTICS INC$833K0.06%HELD
149AMATAPPLIED MATLS INC$824K0.06%HELD
150JBNDJ P MORGAN EXCHANGE TRADED F$809K0.06%HELD
151VGTVANGUARD WORLD FD$779K0.06%HELD
152AMGNAMGEN INC$740K0.05%HELD
153UPSUNITED PARCEL SVCS INC$724K0.05%HELD
154VIKVIKING HOLDINGS LTD$721K0.05%HELD
155FNCLFIDELITY COVINGTON TRUST$709K0.05%HELD
156CATCATERPILLAR INC$702K0.05%HELD
157LOWLOWES COS INC$698K0.05%HELD
158VLUEISHARES TR$690K0.05%HELD
159MRKMERCK & CO INC$671K0.05%HELD
160NOBLPROSHARES TR$666K0.05%HELD
161HIMXHIMAX TECHNOLOGIES INC$663K0.05%HELD
162JEPQJ P MORGAN EXCHANGE TRADED F$653K0.05%HELD
163IBMINTERNATIONAL BUSINESS MACHS$649K0.05%HELD
164GDGENERAL DYNAMICS CORP$643K0.05%HELD
165LINLINDE PLC$595K0.04%HELD
166PLTRPALANTIR TECHNOLOGIES INC$577K0.04%HELD
167UPSTUPSTART HLDGS INC$565K0.04%HELD
168PJANINNOVATOR ETFS TRUST$564K0.04%HELD
169VBRVANGUARD INDEX FDS$559K0.04%HELD
170HONHONEYWELL INTL INC$549K0.04%HELD
171IAUISHARES GOLD TR$545K0.04%HELD
172HONAHONEYWELL AEROSPACE INC$542K0.04%HELD
173RSPINVESCO EXCHANGE TRADED FD T$542K0.04%HELD
174FRELFIDELITY COVINGTON TRUST$541K0.04%HELD
175VRTVERTIV HOLDINGS CO$539K0.04%HELD
176INTCINTEL CORP$536K0.04%HELD
177VCLTVANGUARD SCOTTSDALE FDS$536K0.04%HELD
178SCHFSCHWAB STRATEGIC TR$527K0.04%HELD
179FTECFIDELITY COVINGTON TRUST$517K0.04%HELD
180DEMWISDOMTREE TR$512K0.04%HELD
181USMVISHARES TR$505K0.04%HELD
182LRCXLAM RESEARCH CORP$504K0.04%HELD
183DFACDIMENSIONAL ETF TRUST$502K0.04%HELD
184SPHQINVESCO EXCHANGE TRADED FD T$487K0.04%HELD
185POCTINNOVATOR ETFS TRUST$475K0.04%HELD
186RYROYAL BK CDA$470K0.03%HELD
187VFHVANGUARD WORLD FD$466K0.03%HELD
188GDSGDS HLDGS LTD$464K0.03%HELD
189DEDEERE & CO$460K0.03%HELD
190IWDISHARES TR$460K0.03%HELD
191PDECINNOVATOR ETFS TRUST$456K0.03%HELD
192PFEBINNOVATOR ETFS TRUST$453K0.03%HELD
193AMDADVANCED MICRO DEVICES INC$439K0.03%HELD
194BXBLACKSTONE INC$437K0.03%HELD
195SCMBSCHWAB STRATEGIC TR$430K0.03%HELD
196FUTYFIDELITY COVINGTON TRUST$424K0.03%HELD
197MCKMCKESSON CORP$422K0.03%HELD
198DGRWWISDOMTREE TR$421K0.03%HELD
199VIGIVANGUARD WHITEHALL FDS$420K0.03%HELD
200FSECFIDELITY MERRIMACK STR TR$418K0.03%HELD
201SCHASCHWAB STRATEGIC TR$414K0.03%HELD
202BACBANK OF AMER CORP$406K0.03%HELD
203FENYFIDELITY COVINGTON TRUST$406K0.03%HELD
204RHPRYMAN HOSPITALITY PPTYS INC$403K0.03%HELD
205PJUNINNOVATOR ETFS TRUST$393K0.03%HELD
206PAPRINNOVATOR ETFS TRUST$389K0.03%HELD
207MELIMERCADOLIBRE INC$384K0.03%HELD
208SBUXSTARBUCKS CORP$384K0.03%HELD
209UAPRINNOVATOR ETFS TRUST$383K0.03%HELD
210CAHCARDINAL HEALTH INC$376K0.03%HELD
211ORCLORACLE CORP$364K0.03%HELD
212SCZISHARES TR$364K0.03%HELD
213IVWISHARES TR$359K0.03%HELD
214VLOVALERO ENERGY CORP$349K0.03%HELD
215DUKDUKE ENERGY CORP NEW$346K0.03%HELD
216VYMVANGUARD WHITEHALL FDS$342K0.03%HELD
217VBKVANGUARD INDEX FDS$339K0.02%HELD
218IWVISHARES TR$338K0.02%HELD
219EFAISHARES TR$337K0.02%HELD
220BAC 7.25 PERP LBANK OF AMER CORP$334K0.02%HELD
221NRGNRG ENERGY INC$328K0.02%HELD
222PMARINNOVATOR ETFS TRUST$328K0.02%HELD
223IWRISHARES TR$327K0.02%HELD
224PJULINNOVATOR ETFS TRUST$326K0.02%HELD
225WMBWILLIAMS COS INC$320K0.02%HELD
226LMTLOCKHEED MARTIN CORP$317K0.02%HELD
227SPGIS&P GLOBAL INC$303K0.02%HELD
228PNOVINNOVATOR ETFS TRUST$296K0.02%HELD
229VOTVANGUARD INDEX FDS$294K0.02%HELD
230PMAYINNOVATOR ETFS TRUST$289K0.02%HELD
231TXNTEXAS INSTRS INC$284K0.02%HELD
232QQQEDIREXION SHARES ETF TRUST$280K0.02%HELD
233PSEPINNOVATOR ETFS TRUST$276K0.02%HELD
234SPLVINVESCO EXCH TRADED FD TR II$275K0.02%HELD
235IYYISHARES TR$274K0.02%HELD
236EMXCISHARES INC$265K0.02%HELD
237IYWISHARES TR$265K0.02%HELD
238IWOISHARES TR$264K0.02%HELD
239DIASTATE STR SPDR DOW JONES IND$261K0.02%HELD
240VGLTVANGUARD SCOTTSDALE FDS$260K0.02%HELD
241DELLDELL TECHNOLOGIES INC$256K0.02%HELD
242CBCHUBB LIMITED$253K0.02%HELD
243NEENEXTERA ENERGY INC$246K0.02%HELD
244PAUGINNOVATOR ETFS TRUST$246K0.02%HELD
245ZOCTINNOVATOR ETFS TRUST$242K0.02%HELD
246BABOEING CO$241K0.02%HELD
247TGTTARGET CORP$240K0.02%HELD
248VZVERIZON COMMUNICATIONS INC$235K0.02%HELD
249IWBISHARES TR$234K0.02%HELD
250IBITISHARES BITCOIN TRUST ETF$230K0.02%HELD
251MMM3M CO$225K0.02%HELD
252NFLXNETFLIX INC.$225K0.02%HELD
253SNPSSYNOPSYS INC$223K0.02%HELD
254WMT2WELLS FARGO & CO$222K0.02%HELD
255DYNFBLACKROCK ETF TRUST$218K0.02%HELD
256OREALTY INCOME CORP$217K0.02%HELD
257MSMORGAN STANLEY$210K0.02%HELD
258UOCTINNOVATOR ETFS TRUST$206K0.02%HELD
259FMDEFIDELITY COVINGTON TRUST$203K0.02%HELD
260KEYSKEYSIGHT TECHNOLOGIES INC$201K0.01%HELD
261TNYATENAYA THERAPEUTICS INC$8K0.00%HELD

Source: SEC EDGAR · accession 0001172661-26-002918. 13F discloses long positions only — shorts, foreign equities, and options are excluded.