Universe · entity
Galvin, Gaustad & Stein, LLC
Institutional manager (13F) · CIK 1840945
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $954M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | $71M | 532,646 |
| 2 | ISHARES TR | $44M | 481,065 |
| 3 | VANGUARD TAX-MANAGED FDS | $41M | 635,928 |
| 4 | HCA HEALTHCARE INC | $28M | 59,229 |
| 5 | SCHWAB STRATEGIC TR | $27M | 1,075,376 |
| 6 | MICROSOFT CORP | $27M | 71,726 |
| 7 | VANGUARD INTL EQUITY INDEX F | $26M | 179,696 |
| 8 | AMAZON COM INC | $26M | 124,121 |
| 9 | SELECT SECTOR SPDR TR | $25M | 225,735 |
| 10 | ISHARES TR | $25M | 250,337 |
| 11 | GE AEROSPACE | $24M | 85,871 |
| 12 | NVIDIA CORPORATION | $24M | 139,179 |
| 13 | APPLE INC | $23M | 88,720 |
| 14 | SCHWAB STRATEGIC TR | $22M | 886,900 |
| 15 | SELECT SECTOR SPDR TR | $21M | 338,402 |
| 16 | JPMORGAN CHASE & CO | $20M | 68,220 |
| 17 | UBER TECHNOLOGIES INC | $20M | 277,943 |
| 18 | SELECT SECTOR SPDR TR | $20M | 243,323 |
| 19 | ISHARES TR | $20M | 206,612 |
| 20 | VANGUARD BD INDEX FDS | $18M | 244,835 |
| 21 | VISA INC | $18M | 58,800 |
| 22 | ISHARES TR | $17M | 251,179 |
| 23 | TAIWAN SEMICONDUCTOR MANUFAC | $17M | 49,839 |
| 24 | AMERICAN EXPRESS CO | $17M | 55,598 |
| 25 | ALPHABET INC | $17M | 57,535 |
| 26 | UNION PAC CORP | $16M | 66,928 |
| 27 | VERTEX PHARMACEUTICALS INC | $16M | 35,233 |
| 28 | COCA COLA CO | $15M | 202,320 |
| 29 | ISHARES TR | $15M | 46,186 |
| 30 | ALPHABET INC | $15M | 52,280 |
| 31 | WELLS FARGO & CO | $15M | 12,990 |
| 32 | ISHARES TR | $14M | 256,115 |
| 33 | ISHARES TR | $14M | 135,121 |
| 34 | SELECT SECTOR SPDR TR | $14M | 280,937 |
| 35 | WASTE MGMT INC DEL | $13M | 58,394 |
| 36 | SELECT SECTOR SPDR TR | $13M | 282,550 |
| 37 | GE HEALTHCARE TECHNOLOGIES I | $13M | 182,097 |
| 38 | AUTOZONE INC | $13M | 3,770 |
| 39 | SELECT SECTOR SPDR TR | $12M | 113,991 |
| 40 | CRH PLC | $12M | 117,095 |
| 41 | ISHARES TR | $12M | 241,649 |
| 42 | ISHARES TR | $12M | 250,223 |
| 43 | VANGUARD INDEX FDS | $11M | 127,600 |
| 44 | CARLYLE GROUP INC | $11M | 223,719 |
| 45 | ISHARES TR | $11M | 202,131 |
| 46 | META PLATFORMS INC | $11M | 18,484 |
| 47 | PROGRESSIVE CORP | $10M | 52,953 |
| 48 | ZOETIS INC | $10M | 86,985 |
| 49 | ISHARES INC | $10M | 144,150 |
| 50 | VANGUARD BD INDEX FDS | $10M | 130,043 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.