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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 $1,118,596,132
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 482,449 $36,497,253 3.26%
2.
Unitedhealth Group Inc
 UNH 58,225 $30,495,088 2.73%
3.
Vanguard Tax-Managed Fds
 595,585 $30,273,590 2.71%
4.
Jpmorgan Chase & Co
 JPM 116,800 $28,651,060 2.56%
5.
Visa Inc.
 V 80,368 $28,165,696 2.52%
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)