Holdings
GFS Advisors, LLC
As of Jun 30, 2026, GFS Advisors, LLC reported 124 positions worth US$2.53B. Largest: Mercadolibre, Inc., Asml Holding Nv and Ge Vernova Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mercadolibre, Inc. | 954K | US$1.07B | +954K | Jun 30, 2026 |
| Asml Holding Nv | 318K | US$670M | +317K | Jun 30, 2026 |
| Ge Vernova Inc. | 35,230 | US$88.1M | new | Jun 30, 2026 |
| Caterpillar, Inc. | 13,350 | US$68.2M | −488K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 155K | US$55.4M | −74,418 | Jun 30, 2026 |
| Micron Technology, Inc. | 3,261 | US$32.1M | −18,838 | Jun 30, 2026 |
| Tesla, Inc. | 73,551 | US$31.1M | −9,273 | Jun 30, 2026 |
| Graco Inc. | 120K | US$30.2M | new | Jun 30, 2026 |
| Microsoft Corp. | 79,212 | US$28.4M | +6,968 | Jun 30, 2026 |
| Walt Disney Company (the) | 278K | US$26.8M | −44,127 | Jun 30, 2026 |