IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

GFS Advisors, LLC

Q3 2026 Holdings

Filed 2026-11-03 | 200 holdings | $933.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Super Micro Computer Inc(SMCI)COM NEW86800U302$513.0K12,5000.1%
AT&T Inc(T)COM00206R102$515.0K21,0980.1%
International Business Machs(IBM)COM459200101$528.0K2,4000.1%
RIO Tinto PLC(RIO)SPONSORED ADR767204100$554.0K5,8880.1%
Dell Technologies Inc(DELL)CL C24703L202$559.0K1,0400.1%
Dillards Inc(DDS)CL A254067101$569.0K8500.1%
Simplify Exchange Traded FUN(PINK)HEALTH CARE ETF82889N772$577.0K14,9600.1%
Ishares TR(SCZ)EAFE SML CP ETF464288273$583.0K6,9060.1%
Ishares TR(EFV)EAFE VALUE ETF464288877$592.0K7,4820.1%
Vaneck ETF Trust(SMH)SEMICONDUCTR ETF92189F676$616.0K1,0110.1%
Cemex SAB de CV(CX)SPON ADR NEW151290889$629.0K66,1360.1%
Asml Hldg NV(ASML)N Y REGISTRY SHSN07059210$632.0K3490.1%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$632.0K12,8400.1%
Shopify Inc(SHOP)CL A SUB VTG SHS82509L107$640.0K4,3130.1%
Ishares TR(EPOL)MSCI POLAND ETF46429B606$647.0K14,5890.1%
Novo-Nordisk A S(NVO)ADR670100205$661.0K17,4400.1%
First TR Exchange-Traded FD(CIBR)NASDAQ CYB ETF33734X846$678.0K6,5750.1%
Vaneck ETF Trust(ANGL)FALLEN ANGEL HG92189F437$679.0K24,4320.1%
Plains GP Hldgs L P(PAGPEUR)LTD PARTNR INT A72651A207$684.0K26,4250.1%
Ishares TR(IYW)U.S. TECH ETF464287721$686.0K2,5900.1%
Cracker Barrel Old Ctry Stor(CBRL)COM22410J106$702.0K13,3500.1%
Select Sector Spdr TR(XLP)ST STR STAPL ETF81369Y308$709.0K8,8020.1%
Ishares TR(IYK)US CONSM STAPLES464287812$714.0K10,1000.1%
Newmont Corp(NEM)COM651639106$719.0K6,2320.1%
Ishares TR(IYH)US HLTHCARE ETF464287762$751.0K10,5000.1%
Simplify Exchange Traded FUN(MTBA)MBS ETF82889N525$784.0K16,7600.1%
Uber Technologies Inc(UBER)COM90353T100$799.0K11,6590.1%
Williams COS Inc(WMB)COM969457100$824.0K12,1250.1%
Spdr Series Trust(SLYV)ST STR SP600SM C78464A300$828.0K8,1070.1%
Vanguard Index FDS(VBR)MRNGSTR SML CP V922908611$853.0K3,6930.1%
Ishares TR(EFA)MSCI EAFE ETF464287465$932.0K8,9670.1%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$939.0K5,2000.1%
Western Midstream Partners L(WES)COM UNIT LP INT958669103$941.0K21,2000.1%
Vanguard Intl Equity Index F(VPL)FTSE PACIFIC ETF922042866$948.0K8,1840.1%
Costco Wholesale Corporation(COST)COM22160K105$949.0K1,0420.1%
Wisdomtree TR(USFR)FLOATNG RAT TREA97717Y527$964.0K19,1330.1%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$992.0K1,4160.1%
Taiwan Semiconductor Manufac(TSM)SPONSORED ADS874039100$996.0K2,1840.1%
KKR Real Estate FIN TR Inc(KREF)COM48251K100$996.0K160,3200.1%
Ishares Inc(EWG)MSCI GERMANY ETF464286806$1.0M25,0000.1%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$1.1M15,9000.1%
Cheniere Energy Inc(LNG)COM NEW16411R208$1.1M3,9800.1%
Ishares TR(MUB)NATIONAL MUN ETF464288414$1.1M10,6000.1%
Mplx LP(MPLX)COM UNIT REP LTD55336V100$1.1M19,3250.1%
Vanguard Tax-Managed FDS(VEA)VAN FTSE DEV MKT921943858$1.1M15,5840.1%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1.1M8,0000.1%
Ishares TR(SHY)1 3 YR TREAS BD464287457$1.1M13,7860.1%
Warner Bros Discovery Inc(WBD)COM SER A934423104$1.2M37,9840.1%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$1.2M4,4730.1%
Blue OWL Capital Inc(OWL)COM CL A09581B103$1.2M131,0000.1%
PreviousPage 2 of 4Next