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GS Investments, Inc.
GS Investments, Inc. is an independent, SEC-registered investment adviser founded in 1993 and headquartered in downtown Minneapolis, Minnesota. The firm manages separate accounts for individuals, corporate pension and profit-sharing plans, foundations, and endowments. With fewer than 25 employees, GS Investments focuses on providing high-quality, personalized wealth management services and building long-term client relationships. Their mission is to be the premier provider of investment management guidance, with a focus on meeting unique objectives for each client while achieving superior long-term investment performance.
Investment Strategy
GS Investments utilizes a personalized, comprehensive approach to wealth management, emphasizing the use of high-quality individual securities and exchange-traded funds (ETFs) tailored to each client's unique needs and long-term financial objectives. The firm collaborates closely with clients to develop appropriate investment strategies aiming for superior long-term performance while balancing risk and cost. GS Investments serves a diverse range of clients, including individuals, corporate pension and profit-sharing plans, foundations, and endowments.
Latest 13F Filing Activity
GS Investments, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $226M. The fund increased holdings in Nvidia Corporation, Netflix Inc., Kla Corp. among other positions. GS Investments, Inc. reduced exposure to Lockheed Martin Corp., Disney Walt Co., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KLAC | KLA CORP | 4.54% | $10.3M | 11,450 | $347.33 | $895.74 | +$2.5M |
M META | META PLATFORMS INC | 4.37% | $9.9M | 13,369 | $245.34 | $738.09 | +$2.0M |
A AAPL | APPLE INC | 4.20% | $9.5M | 46,219 | $141.56 | $205.17 | -$837.9K |
A AMP | AMERIPRISE FINL INC | 3.58% | $8.1M | 15,149 | $191.60 | $533.73 | +$686.3K |
V V | VISA INC | 3.53% | $8.0M | 22,414 | $134.54 | $355.05 | +$18.4K |
Industry Allocation
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