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Galvin, Gaustad & Stein, LLC
Galvin, Gaustad & Stein, LLC provides personalized asset management, wealth management, and financial planning services for its clients.
Investment Strategy
The firm uses fundamental analysis and adopts a buy-and-manage approach, focusing on long-term holding of securities.
Latest 13F Filing Activity
Galvin, Gaustad & Stein, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 203 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Viking Holdings LTD, Diageo PLC, Otis Worldwide Corp. among other positions. Galvin, Gaustad & Stein, LLC reduced exposure to Goldman Sachs Group Inc., Lantheus HLDGS Inc., United Therapeutics Corp. Del among others.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 3.20% | $39.4M | 451,744 | $69.11 | $87.31 | -$3.6M |
H HCA | HCA HEALTHCARE INC | 2.92% | $35.9M | 84,245 | $316.06 | $426.20 | +$3.8M |
M MSFT | MICROSOFT CORP | 2.89% | $35.5M | 68,617 | $225.42 | $517.95 | +$953.6K |
V VEA | VANGUARD TAX-MANAGED FDS | 2.81% | $34.6M | 577,922 | $48.00 | $59.92 | -$1.0M |
J JPM | JPMORGAN CHASE & CO. | 2.66% | $32.8M | 103,939 | $125.51 | $315.43 | +$1.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $932.7K | 14 | $666.18 | $666.18 | +14 | +$932.7K |
Industry Allocation
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