13F Insight
DOSSIER · 13F-HR · Q2 2026

GFS Advisors, LLC

$1.9B in tracked AUM across 532 positions as of Q2 2026.

GA
CIK 0001427263 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
532
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GFS Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BY
BYLINE BANCORP INC
$77M554.0%02
CAH
CARDINAL HEALTH INC
$77M554.0%03
EWJ
ISHARES INC
$50M531K2.6%04
GOOGL
ALPHABET INC
$43M120K2.3%05
HEI
HEICO CORP NEW
$43M2502.3%06
IJR
ISHARES TR
$39M165K2.1%07
SPY
STATE STR SPDR S&P 500 ETF T
$36M48K1.9%08
BABA
ALIBABA GROUP HLDG LTD
$36M376K1.9%09
SPYD
SPDR SERIES TRUST
$36M1501.9%10
MU
MICRON TECHNOLOGY INC
$32M3K1.7%

Filing history

2026Q2Jun 30
$1.9B▲ 20.9%
532 positionsView →2026Q1Mar 31
$1.6B▲ 86.4%
319 positionsView →2025Q4Dec 31
$842M▲ 117.3%
173 positionsView →2025Q3Sep 30
$387M▲ 12.1%
76 positionsView →2025Q2Jun 30
$346M▲ 74.6%
76 positionsLocked2025Q1Mar 31
$198M▼ 69.9%
62 positionsLocked2024Q4Dec 31
$658M▲ 39.8%
152 positionsLocked2024Q3Sep 30
$470M▼ 24.2%
111 positionsLocked2024Q2Jun 30
$620M▲ 2.8%
201 positionsLocked2024Q1Mar 31
$604M▼ 11.8%
146 positionsLocked2023Q4Dec 31
$684M▲ 6.3%
152 positionsLocked2023Q3Sep 30
$643M▲ 43.0%
151 positionsLocked
Showing 12 of 72