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Holders — by stockHoldings — by fund

GFG Capital, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001638520

$363.4M

disclosed book value

100

positions

6.2%

largest position share

Positions, as of 2026-06-30

top 100 of 100 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC77,561$22.4M6.2%
2DELLDELL TECHNOLOGIES INC42,541$18.4M5.1%
3GOOGLALPHABET INC50,255$18.0M4.9%
4CRWDCROWDSTRIKE HLDGS INC21,935$16.7M4.6%
5GSLCGOLDMAN SACHS ETF TR117,621$16.7M4.6%
6AVGEAMERICAN CENTY ETF TR163,602$16.2M4.5%
7TERTERADYNE INC31,692$15.3M4.2%
8GSIEGOLDMAN SACHS ETF TR326,323$14.9M4.1%
9METAMETA PLATFORMS INC22,639$12.8M3.5%
10HOODROBINHOOD MKTS INC116,738$11.7M3.2%
11UBERUBER TECHNOLOGIES INC154,647$11.2M3.1%
12NVDANVIDIA CORPORATION50,747$10.2M2.8%
13VVISA INC28,989$9.9M2.7%
14BXBLACKSTONE INC83,133$9.8M2.7%
15AMZNAMAZON COM INC40,993$9.8M2.7%
16RKTROCKET COS INC606,572$9.6M2.6%
17MUMICRON TECHNOLOGY INC7,477$8.6M2.4%
18NOWSERVICENOW INC82,587$8.2M2.3%
19FDLOFIDELITY COVINGTON TRUST100,671$6.9M1.9%
20NFLXNETFLIX INC.94,713$6.8M1.9%
21QQQINVESCO QQQ TR8,542$6.3M1.7%
22MSFTMICROSOFT CORP16,848$6.3M1.7%
23PANWPALO ALTO NETWORKS INC16,434$5.6M1.5%
24AMDADVANCED MICRO DEVICES INC8,354$4.9M1.3%
25CQQQINVESCO EXCH TRADED FD TR II84,425$4.8M1.3%
26OKTAOKTA INC33,971$4.6M1.3%
27AVEMAMERICAN CENTY ETF TR41,204$4.0M1.1%
28GEMGOLDMAN SACHS ETF TR70,570$3.7M1%
29QCOMQUALCOMM INC18,857$3.5M1%
30BRK/BBERKSHIRE HATHAWAY INC DEL6,410$3.2M0.9%
31AXPAMERICAN EXPRESS CO9,039$3.1M0.8%
32LOWVAB ACTIVE ETFS INC38,198$3.0M0.8%
33ORCLORACLE CORP20,511$3.0M0.8%
34XYZBLOCK INC39,523$3.0M0.8%
35EEMISHARES TR41,919$2.9M0.8%
36SNPSSYNOPSYS INC6,386$2.8M0.8%
37WMTWALMART INC21,883$2.5M0.7%
38EQTEQT CORP44,105$2.3M0.6%
39CGCARLYLE GROUP INC51,942$2.2M0.6%
40TSMTAIWAN SEMICONDUCTOR MANUFAC4,392$2.1M0.6%
41ADSKAUTODESK INC10,619$2.1M0.6%
42CMECME GROUP INC8,443$1.9M0.5%
43PYPLPAYPAL HLDGS INC42,973$1.9M0.5%
44KWEBKRANESHARES TRUST66,532$1.6M0.4%
45ACCENTURE PLC IRELAND12,857$1.6M0.4%
46TSLATESLA INC3,780$1.6M0.4%
47USMVISHARES TR15,804$1.5M0.4%
48ETENERGY TRANSFER L P78,668$1.5M0.4%
49FCXFREEPORT MCMORAN INC23,412$1.5M0.4%
50AVGOBROADCOM INC3,448$1.3M0.4%
51GOOGALPHABET INC3,373$1.2M0.3%
52BACBANK OF AMER CORP20,909$1.2M0.3%
53LLYELI LILLY & CO724$868,3880.2%
54CARNIVAL CORP LTD28,723$820,6160.2%
55KLACKLA CORP2,610$787,4630.2%
56IWFISHARES TR6,313$783,8350.2%
57DALDELTA AIR LINES INC8,197$767,7310.2%
58BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.2%
59VOOVANGUARD INDEX FDS842$578,1820.2%
60VUGVANGUARD INDEX FDS6,294$542,1650.1%
61AMATAPPLIED MATLS INC745$538,6350.1%
62DBJPDBX ETF TR4,186$480,5110.1%
63UALUNITED AIRLS HLDGS INC3,469$471,7490.1%
64IGVISHARES TR5,000$453,0010.1%
65FANGDIAMONDBACK ENERGY INC2,528$444,3720.1%
66SPYSTATE STR SPDR S&P 500 ETF T542$404,3960.1%
67VGTVANGUARD WORLD FD3,216$384,3320.1%
68AAOIAPPLIED OPTOELECTRONICS INC2,555$378,5490.1%
69ALKALASKA AIR GROUP INC6,600$344,5200.1%
70QUALISHARES TR1,567$343,8740.1%
71CATCATERPILLAR INC310$330,0020.1%
72ESOAENERGY SERVICES OF AMER CORP16,097$311,3160.1%
73CIENCIENA CORP632$310,0340.1%
74EATON CORP PLC723$308,0850.1%
75LITELUMENTUM HLDGS INC356$305,4690.1%
76WALWESTERN ALLIANCE BANCORP3,570$293,4540.1%
77LDOSLEIDOS HOLDINGS INC2,801$288,4180.1%
78JPMJPMORGAN CHASE & CO862$282,0950.1%
79CRMSALESFORCE INC1,797$281,5180.1%
80GEGE AEROSPACE752$281,0450.1%
81PWRQUANTA SVCS INC385$277,2150.1%
82GSGOLDMAN SACHS GROUP INC270$272,8330.1%
83EFAISHARES TR2,617$271,8540.1%
84GNRCGENERAC HLDGS INC870$254,7450.1%
85MAMASTERCARD INCORPORATED447$229,5800.1%
86SNDKSANDISK CORP99$225,0990.1%
87WDCWESTERN DIGITAL CORP336$214,6100.1%
88CREDO TECHNOLOGY GROUP HOLDI787$214,0240.1%
89LRCXLAM RESEARCH CORP492$213,1980.1%
90LSCCLATTICE SEMICONDUCTOR CORP1,390$212,6140.1%
91ENPHENPHASE ENERGY INC4,233$208,4330.1%
92ACLSAXCELIS TECHNOLOGIES INC1,087$205,9320.1%
93IJRISHARES TR1,377$204,2080.1%
94CGNXCOGNEX CORP2,776$201,0370.1%
95ADIANALOG DEVICES INC402$159,6620%
96GRAB HOLDINGS LIMITED39,159$147,6290%
97ARRYARRAY TECHNOLOGIES INC13,716$101,6360%
98KEELKEEL INFRASTRUCTURE CORP14,236$81,7150%
99URGUR-ENERGY INC45,000$61,2000%
100DIANA SHIPPING INC10,000$21,0000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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