Galvin, Gaustad & Stein, LLC

13F filer · CIK 0001840945

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$1.36BU.S. long equity reported on 13F

Positions12920 new · 10 closed

Net flow last quarter-$16.4MBuys minus sells

Top 10 positions weight18.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026129 positions
NVDANvidia Corp	$32M	2.36%	0.00%	+15.0%	Q4 2020
GEGeneral Electric Co	$30.9M	2.28%	0.01%	-3.8%	Q4 2024
AMZNAmazon Com Inc	$29M	2.14%	0.00%	-1.9%	Q4 2020
MSFTMicrosoft Corp	$26.9M	1.99%	0.00%	+0.6%	Q4 2020
AAPLApple Inc.	$24.1M	1.78%	0.00%	-6.0%	Q4 2020
HCAHCA Healthcare, Inc.	$23.9M	1.76%	0.03%	+3.3%	Q4 2024
GOOGAlphabet Inc.	$20M	1.48%	Not reported	-1.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.7M	1.46%	0.00%	-17.0%	Q4 2020
VVisa Inc.	$19.5M	1.44%	0.00%	-3.5%	Q4 2020
JPMJPMorgan Chase & Co	$19M	1.40%	0.00%	-15.0%	Q4 2020
GOOGLAlphabet Inc.	$18.9M	1.40%	0.00%	+1.3%	Q4 2020
UNPUnion Pacific Corp	$17.9M	1.32%	0.01%	-1.8%	Q4 2020
UBERUber Technologies, Inc	$17.4M	1.29%	0.01%	-13.1%	Q2 2022
AZOAutozone Inc	$15.5M	1.14%	0.03%	+28.8%	Q4 2020
KOCoca Cola Co	$14.9M	1.10%	0.00%	-9.4%	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$14.8M	1.09%	0.01%	-15.5%	Q4 2023
QCOMQualcomm Inc	$14.2M	1.05%	0.01%	+1.5%	Q4 2020
AXPAmerican Express Co	$13.5M	0.99%	0.01%	-28.4%	Q4 2020
WMWaste Management Inc	$12.3M	0.90%	0.01%	-5.8%	Q4 2020
SMHMarket Vectors ETF Trust	$12.1M	0.89%	Not reported	-12.9%	Q4 2025
CRHCRH Public Ltd Co	$11.7M	0.86%	0.02%	-6.8%	Q2 2025
PGRProgressive Corp	$11.5M	0.85%	0.01%	-0.4%	Q4 2025
WCCWesco International Inc	$10.8M	0.80%	0.06%	-3.4%	Q4 2025
METAMeta Platforms, Inc.	$10.5M	0.77%	Not reported	+0.7%	Q4 2020
GEHCGE HealthCare Technologies Inc.	$10M	0.74%	0.03%	-14.1%	Q3 2023
CGCarlyle Group Inc.	$8.74M	0.64%	0.06%	-7.2%	Q2 2025
QXOQXO, Inc.	$8.25M	0.61%	0.07%	New	Q2 2026
ASMLAsml Holding NV	$6.33M	0.47%	0.00%	-16.3%	Q2 2022
CRCLCircle Internet Group, Inc.	$5.92M	0.44%	Not reported	+1473.1%	Q1 2026
COSTCostco Wholesale Corp	$5.69M	0.42%	0.00%	-2.5%	Q4 2020
PPLPPL Corp	$5.38M	0.40%	0.02%	-15.7%	Q4 2020
CHWYChewy, Inc.	$5.2M	0.38%	264417.00%	+2518.3%	Q4 2020
JNJJohnson & Johnson	$4.54M	0.33%	0.00%	+6.1%	Q4 2020
BSVNBank7 Corp.	$4.16M	0.31%	0.56%	+2.2%	Q4 2020
MAMastercard Inc	$4.1M	0.30%	0.00%	-2.1%	Q4 2020
CVXChevron Corp	$3.58M	0.26%	0.00%	+1.1%	Q4 2020
BNYBank of New York Mellon Corp	$3.09M	0.23%	0.00%	-9.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.81M	0.21%	Not reported	+1.3%	Q4 2020
XOMExxonMobil Holdings Corp	$2.59M	0.19%	0.00%	-0.9%	Q4 2020
UNHUnitedhealth Group Inc	$2.34M	0.17%	0.00%	-5.3%	Q4 2020
GSGoldman Sachs Group Inc	$1.92M	0.14%	0.00%	-7.4%	Q1 2024
HDHome Depot, Inc.	$1.81M	0.13%	0.00%	-57.6%	Q4 2020
ABBVAbbVie Inc.	$1.74M	0.13%	0.00%	+17.6%	Q3 2021
LLYELI LILLY & Co	$1.64M	0.12%	0.00%	+3.3%	Q4 2020
PANWPalo Alto Networks Inc	$1.64M	0.12%	0.00%	-18.2%	Q1 2023
PMPhilip Morris International Inc.	$1.62M	0.12%	0.00%	+8.2%	Q4 2020
EPDEnterprise Products Partners L.P.	$1.56M	0.12%	0.00%	+6.9%	Q4 2020
IWSImageware Systems Inc	$1.56M	0.11%	Not reported	+413.5%	Q2 2022
AVGOBroadcom Inc.	$1.53M	0.11%	0.00%	+4.2%	Q2 2024
COFCapital One Financial Corp	$1.5M	0.11%	0.00%	-2.8%	Q2 2025

Q1 2026Reported May 14, 2026118 positions
HCAHCA Healthcare, Inc.	$28M	2.24%	0.03%	-12.1%	Q4 2024
MSFTMicrosoft Corp	$26.6M	2.12%	0.00%	+1.9%	Q4 2020
AMZNAmazon Com Inc	$25.9M	2.07%	0.00%	+5.6%	Q4 2020
GEGeneral Electric Co	$24.4M	1.95%	0.01%	+0.8%	Q4 2024
NVDANvidia Corp	$24.3M	1.94%	0.00%	+55.9%	Q4 2020
AAPLApple Inc.	$22.5M	1.80%	0.00%	-1.7%	Q4 2020
JPMJPMorgan Chase & Co	$20.1M	1.61%	0.00%	-33.6%	Q4 2020
UBERUber Technologies, Inc	$20M	1.60%	0.01%	+5.6%	Q2 2022
VVisa Inc.	$17.8M	1.42%	0.00%	+5.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.8M	1.35%	0.00%	-24.0%	Q4 2020
AXPAmerican Express Co	$16.8M	1.35%	0.01%	-4.8%	Q4 2020
GOOGAlphabet Inc.	$16.5M	1.32%	Not reported	-0.8%	Q4 2020
UNPUnion Pacific Corp	$16.2M	1.30%	0.01%	+2.6%	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$15.7M	1.26%	0.01%	+2.7%	Q4 2023
KOCoca Cola Co	$15.4M	1.23%	0.00%	-30.7%	Q4 2020
GOOGLAlphabet Inc.	$15M	1.20%	0.00%	+2.3%	Q4 2020
WMWaste Management Inc	$13.4M	1.07%	0.01%	-31.1%	Q4 2020
GEHCGE HealthCare Technologies Inc.	$13M	1.04%	0.04%	-4.1%	Q3 2023
AZOAutozone Inc	$12.7M	1.02%	0.02%	-44.3%	Q4 2020
CRHCRH Public Ltd Co	$12.3M	0.98%	0.02%	+1.5%	Q2 2025
CGCarlyle Group Inc.	$10.8M	0.87%	0.06%	+9.3%	Q2 2025
METAMeta Platforms, Inc.	$10.6M	0.85%	Not reported	-0.4%	Q4 2020
PGRProgressive Corp	$10.5M	0.84%	0.01%	+7.9%	Q4 2025
ZTSZoetis Inc.	$10.3M	0.82%	0.02%	+9.6%	Q1 2025
QCOMQualcomm Inc	$9.77M	0.78%	0.01%	+2.8%	Q4 2020
WCCWesco International Inc	$8.86M	0.71%	0.07%	+13.6%	Q4 2025
SMHMarket Vectors ETF Trust	$8.13M	0.65%	Not reported	+8.9%	Q4 2025
MATMattel Inc	$8.11M	0.65%	0.18%	-55.8%	Q1 2025
PPLPPL Corp	$6.7M	0.54%	0.02%	-69.2%	Q4 2020
COSTCostco Wholesale Corp	$6.21M	0.50%	0.00%	-2.6%	Q4 2020
ASMLAsml Holding NV	$5.02M	0.40%	0.00%	-72.0%	Q2 2022
CVXChevron Corp	$4.43M	0.35%	0.00%	-72.3%	Q4 2020
JNJJohnson & Johnson	$4.11M	0.33%	0.00%	-2.0%	Q4 2020
BSVNBank7 Corp.	$4.09M	0.33%	0.55%	-35.6%	Q4 2020
MAMastercard Inc	$4.08M	0.33%	0.00%	-1.9%	Q4 2020
HDHome Depot, Inc.	$3.97M	0.32%	0.00%	-78.3%	Q4 2020
XOMExxonMobil Holdings Corp	$3.25M	0.26%	0.00%	-4.5%	Q4 2020
BNYBank of New York Mellon Corp	$2.8M	0.22%	0.00%	-4.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.65M	0.21%	Not reported	-5.2%	Q4 2020
GSGoldman Sachs Group Inc	$1.73M	0.14%	0.00%	-7.0%	Q1 2024
UNHUnitedhealth Group Inc	$1.61M	0.13%	0.00%	-90.1%	Q4 2020
PGPROCTER & GAMBLE Co	$1.56M	0.12%	0.00%	-89.6%	Q4 2020
EPDEnterprise Products Partners L.P.	$1.5M	0.12%	0.00%	-0.2%	Q4 2020
COFCapital One Financial Corp	$1.41M	0.11%	0.00%	-1.2%	Q2 2025
BOKFBok Financial Corp	$1.38M	0.11%	0.02%	Not reported	Q2 2021
EOGEog Resources Inc	$1.37M	0.11%	0.00%	-92.5%	Q1 2023
PMPhilip Morris International Inc.	$1.37M	0.11%	0.00%	-10.7%	Q4 2020
ABBVAbbVie Inc.	$1.28M	0.10%	0.00%	+5.3%	Q3 2021
LLYELI LILLY & Co	$1.22M	0.10%	0.00%	-1.7%	Q4 2020
AVGOBroadcom Inc.	$1.2M	0.10%	0.00%	+15.7%	Q2 2024

Q4 2025Reported Jan 23, 2026120 positions
MSFTMicrosoft Corp	$34.1M	2.66%	0.00%	+2.6%	Q4 2020
JPMJPMorgan Chase & Co	$33.1M	2.58%	0.00%	-1.2%	Q4 2020
HCAHCA Healthcare, Inc.	$31.5M	2.45%	0.03%	-20.0%	Q4 2024
AMZNAmazon Com Inc	$27.1M	2.12%	0.00%	+3.8%	Q4 2020
GEGeneral Electric Co	$26.3M	2.05%	0.01%	-4.1%	Q4 2024
MATMattel Inc	$25M	1.95%	0.41%	+1.2%	Q1 2025
AAPLApple Inc.	$24.5M	1.92%	0.00%	-9.9%	Q4 2020
AZOAutozone Inc	$23M	1.79%	0.04%	+0.6%	Q4 2020
AXPAmerican Express Co	$21.6M	1.69%	0.01%	-10.7%	Q4 2020
UBERUber Technologies, Inc	$21.5M	1.68%	0.01%	-0.9%	Q2 2022
KOCoca Cola Co	$20.4M	1.59%	0.01%	-0.6%	Q4 2020
PPLPPL Corp	$19.9M	1.56%	0.08%	+13.2%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.9M	1.55%	0.00%	-7.9%	Q4 2020
UNHUnitedhealth Group Inc	$19.8M	1.55%	0.01%	-1.6%	Q4 2020
VVisa Inc.	$19.6M	1.53%	0.00%	-3.5%	Q4 2020
HDHome Depot, Inc.	$19.1M	1.49%	0.01%	-4.7%	Q4 2020
WMWaste Management Inc	$18.6M	1.45%	0.02%	-0.2%	Q4 2020
GOOGAlphabet Inc.	$18.2M	1.42%	Not reported	-2.9%	Q4 2020
NVDANvidia Corp	$16.6M	1.30%	0.00%	+223.6%	Q4 2020
GOOGLAlphabet Inc.	$16M	1.25%	0.00%	+1.2%	Q4 2020
GEHCGE HealthCare Technologies Inc.	$15.6M	1.22%	0.04%	+2.0%	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$15.6M	1.21%	0.01%	+3.5%	Q4 2023
UNPUnion Pacific Corp	$15.1M	1.18%	0.01%	+2.6%	Q4 2020
PGPROCTER & GAMBLE Co	$14.8M	1.15%	0.00%	-11.3%	Q4 2020
ASMLAsml Holding NV	$14.5M	1.13%	0.00%	-4.8%	Q2 2022
CRHCRH Public Ltd Co	$14.4M	1.12%	0.02%	-2.1%	Q2 2025
BXBlackstone Inc.	$13.6M	1.06%	0.01%	-5.7%	Q4 2020
EOGEog Resources Inc	$13.2M	1.03%	0.02%	-13.2%	Q1 2023
QCOMQualcomm Inc	$12.6M	0.98%	0.01%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$12.2M	0.96%	Not reported	+769.7%	Q4 2020
CGCarlyle Group Inc.	$12.1M	0.94%	0.06%	-12.2%	Q2 2025
CVXChevron Corp	$11.8M	0.92%	0.00%	+1.3%	Q4 2020
PGRProgressive Corp	$11.2M	0.87%	0.01%	New	Q4 2025
ZTSZoetis Inc.	$9.99M	0.78%	0.02%	-9.9%	Q1 2025
OTISOtis Worldwide Corp	$7.07M	0.55%	0.02%	-34.6%	Q3 2025
SMHMarket Vectors ETF Trust	$7.01M	0.55%	Not reported	New	Q4 2025
WCCWesco International Inc	$6.97M	0.54%	0.06%	New	Q4 2025
BSVNBank7 Corp.	$6.39M	0.50%	0.86%	-2.8%	Q4 2020
COSTCostco Wholesale Corp	$5.52M	0.43%	0.00%	-4.7%	Q4 2020
FLUTFlutter Entertainment plc	$5.44M	0.42%	0.01%	-16.6%	Q2 2025
MAMastercard Inc	$4.75M	0.37%	0.00%	-0.7%	Q4 2020
JNJJohnson & Johnson	$3.55M	0.28%	0.00%	+5.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.94M	0.23%	Not reported	+39.3%	Q4 2020
BNYBank of New York Mellon Corp	$2.86M	0.22%	0.00%	-1.2%	Q4 2020
XOMExxonMobil Holdings Corp	$2.41M	0.19%	0.00%	+0.2%	Q4 2020
GSGoldman Sachs Group Inc	$1.94M	0.15%	0.00%	-14.3%	Q1 2024
COFCapital One Financial Corp	$1.89M	0.15%	0.00%	-2.3%	Q2 2025
PMPhilip Morris International Inc.	$1.48M	0.12%	0.00%	+0.7%	Q4 2020
LLYELI LILLY & Co	$1.45M	0.11%	0.00%	+12.6%	Q4 2020
BOKFBok Financial Corp	$1.28M	0.10%	0.02%	Not reported	Q2 2021

Q3 2025Reported Oct 22, 2025109 positions
HCAHCA Healthcare, Inc.	$35.9M	2.92%	0.04%	+0.4%	Q4 2024
MSFTMicrosoft Corp	$35.5M	2.89%	0.00%	-1.3%	Q4 2020
JPMJPMorgan Chase & Co	$32.8M	2.66%	0.00%	-3.8%	Q4 2020
AZOAutozone Inc	$28.9M	2.35%	0.04%	-1.2%	Q4 2020
GEGeneral Electric Co	$26.7M	2.17%	0.01%	-1.2%	Q4 2024
UBERUber Technologies, Inc	$26M	2.11%	0.01%	-14.0%	Q2 2022
AAPLApple Inc.	$25.5M	2.07%	0.00%	-6.2%	Q4 2020
AMZNAmazon Com Inc	$24.9M	2.02%	0.00%	+0.6%	Q4 2020
HDHome Depot, Inc.	$23.7M	1.92%	0.01%	+1.1%	Q4 2020
AXPAmerican Express Co	$21.7M	1.76%	0.01%	-5.9%	Q4 2020
UNHUnitedhealth Group Inc	$21.1M	1.71%	0.01%	-22.7%	Q4 2020
MATMattel Inc	$21M	1.70%	0.39%	+86.9%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.9M	1.62%	0.00%	-11.4%	Q4 2020
VVisa Inc.	$19.8M	1.61%	0.00%	-2.0%	Q4 2020
KOCoca Cola Co	$19.5M	1.58%	0.01%	-8.5%	Q4 2020
WMWaste Management Inc	$18.7M	1.52%	0.02%	+2.5%	Q4 2020
PPLPPL Corp	$18.7M	1.52%	0.07%	+0.7%	Q4 2020
PGPROCTER & GAMBLE Co	$17.9M	1.45%	0.01%	+10.7%	Q4 2020
EOGEog Resources Inc	$16.2M	1.32%	0.03%	+5.4%	Q1 2023
BXBlackstone Inc.	$16M	1.30%	0.01%	+3.2%	Q4 2020
UNPUnion Pacific Corp	$15M	1.22%	0.01%	-3.7%	Q4 2020
VIKViking Holdings Ltd	$14.6M	1.19%	Not reported	New	Q3 2025
CGCarlyle Group Inc.	$14.6M	1.19%	0.06%	+54.4%	Q2 2025
GOOGAlphabet Inc.	$14.5M	1.18%	Not reported	-2.2%	Q4 2020
CRHCRH Public Ltd Co	$14.1M	1.15%	0.02%	+19.9%	Q2 2025
MELIMercadolibre Inc	$14.1M	1.15%	0.01%	+73.1%	Q2 2025
GEHCGE HealthCare Technologies Inc.	$14M	1.14%	0.04%	+4.6%	Q3 2023
ASMLAsml Holding NV	$13.8M	1.12%	0.00%	-22.1%	Q2 2022
VRTXVertex Pharmaceuticals Inc / Ma	$13M	1.05%	0.01%	+44.8%	Q4 2023
ZTSZoetis Inc.	$12.9M	1.05%	0.02%	+28.2%	Q1 2025
DEODiageo PLC	$12.6M	1.02%	0.01%	New	Q3 2025
GOOGLAlphabet Inc.	$12.3M	1.00%	0.00%	-0.5%	Q4 2020
CVXChevron Corp	$11.9M	0.96%	0.00%	+1.8%	Q4 2020
OTISOtis Worldwide Corp	$11.3M	0.92%	0.03%	New	Q3 2025
CPRTCopart Inc	$10.3M	0.84%	0.02%	+4.6%	Q1 2022
FLUTFlutter Entertainment plc	$7.71M	0.63%	0.02%	+6.3%	Q2 2025
BSVNBank7 Corp.	$6.58M	0.53%	0.88%	-0.9%	Q4 2020
COSTCostco Wholesale Corp	$6.22M	0.50%	0.00%	-2.0%	Q4 2020
NVDANvidia Corp	$5.15M	0.42%	0.00%	-0.5%	Q4 2020
MAMastercard Inc	$4.77M	0.39%	0.00%	-1.0%	Q4 2020
JNJJohnson & Johnson	$3.02M	0.25%	0.00%	+3.4%	Q4 2020
BNYBank of New York Mellon Corp	$2.72M	0.22%	0.00%	-14.2%	Q4 2020
XOMExxonMobil Holdings Corp	$2.26M	0.18%	0.00%	-1.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.11M	0.17%	Not reported	+20.8%	Q4 2020
GSGoldman Sachs Group Inc	$2.05M	0.17%	0.00%	-89.4%	Q1 2024
COFCapital One Financial Corp	$1.7M	0.14%	0.00%	-3.4%	Q2 2025
METAMeta Platforms, Inc.	$1.57M	0.13%	Not reported	-0.4%	Q4 2020
PMPhilip Morris International Inc.	$1.49M	0.12%	0.00%	+2.5%	Q4 2020
ABBVAbbVie Inc.	$1.27M	0.10%	0.00%	+12.9%	Q3 2021
EPDEnterprise Products Partners L.P.	$1.25M	0.10%	0.00%	+13.3%	Q4 2020

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