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Home > Institutional Investor > Galvin, Gaustad & Stein, Llc > Profile

Instuitional Investor - Galvin, Gaustad & Stein, Llc

Fund Profile
Filing Period:
Fund Name: Galvin, Gaustad & Stein, Llc
Portfolio Value $1,160,486,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 515,574 $43,040,135 3.71%
2.
Vanguard Tax-Managed Fds
 625,110 $35,637,542 3.07%
3.
Microsoft Corp
 MSFT 69,533 $34,586,341 2.98%
4.
Hca Healthcare Inc.
 HCA 83,921 $32,149,975 2.77%
5.
Jpmorgan Chase & Co
 JPM 108,025 $31,317,503 2.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)