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CIK: 0001840945
Total reported value
$1.4B
$1.4B
181 檔
11.4%
According to the latest 13F quarterly dataset, Galvin, Gaustad & Stein, LLC managed an equity portfolio of $1.4B at the end of Q1 2025, spanning 181 distinct U.S. exchange-listed positions.
In Q1 2025, Galvin, Gaustad & Stein, LLC displayed an active expansion posture, initiating 181 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.26% | +0.03% | +2.28% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.73% | +0.04% | -3.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.71% | +0.14% | +0.26% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | -0.21% | -10.00% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.52% | +0.02% | -5.18% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.07% | -3.29% | |
| 7 | AZO | Autozone Inc | Stock-Consumer Disc | 2.42% | +0.12% | -3.27% | |
| 8 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.41% | -0.48% | +29.93% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.13% | -0.16% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.35% | -0.14% | +2.08% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.22% | -0.11% | +1.94% | |
| 12 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.17% | — | +0.11% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.14% | -0.02% | -7.10% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.08% | -0.17% | +1.34% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 2.07% | -0.31% | +7.01% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.99% | -0.20% | +0.10% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.98% | -0.13% | -29.00% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | +0.31% | -5.67% | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 1.72% | -0.17% | -1.40% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.19% | +0.09% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 1.68% | -0.03% | +1.07% | |
| 22 | PPL | Ppl CORP | Stock-Utilities | 1.68% | -0.14% | -2.47% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.67% | -0.36% | -1.00% | |
| 24 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.58% | — | -13.31% | |
| 25 | CPRT | Copart Inc | Stock-Industrials | 1.53% | — | -2.69% | |
| 26 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.49% | +0.01% | -9.50% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.06% | -0.24% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.03% | -1.57% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.42% | — | +13.81% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.39% | — | +2.43% | |
| 31 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.33% | -0.07% | +0.88% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.32% | +0.11% | -12.31% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 1.29% | +0.02% | -21.84% | |
| 34 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.29% | -0.19% | +10.52% | |
| 35 | GE | General Electric | Stock-Industrials | 1.27% | +0.33% | +60.21% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.22% | -0.09% | +0.39% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.20% | -0.07% | +19.71% | |
| 38 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.20% | — | -4.66% | |
| 39 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.20% | -0.30% | +6.19% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.19% | -0.13% | -3.00% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.19% | -1.10% | +7.51% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 1.14% | +0.07% | -10.86% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.09% | +1.56% | |
| 44 | MAT | Mattel Inc | Stock-Consumer Disc | 1.04% | -0.65% | EXIT | |
| 45 | LINE | Lineage Inc | Stock-Other | 1.01% | — | +20.93% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.95% | -0.82% | EXIT | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.95% | -0.02% | +3.49% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.93% | -0.17% | -1.69% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.16% | -9.98% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | -0.06% | +16.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 2 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | AZO | Autozone Inc | — | NEW | New buy |
| 8 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 11 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 12 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 15 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 16 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 17 | KO | Coca-cola Co/the | — | NEW | New buy |
| 18 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 19 | WM | Waste Management Inc | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | EOG | Eog Resources Inc | — | NEW | New buy |
| 22 | PPL | Ppl CORP | — | NEW | New buy |
| 23 | AXP | American Express Co | — | NEW | New buy |
| 24 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 25 | CPRT | Copart Inc | — | NEW | New buy |
| 26 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 27 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 30 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 31 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | NEW | New buy |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | MCHI | Ishares Msci China ETF | — | NEW | New buy |
| 35 | GE | General Electric | — | NEW | New buy |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 37 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 38 | CPB | THE Campbell's Company | — | NEW | New buy |
| 39 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 41 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 42 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 43 | CVX | Chevron CORP | — | NEW | New buy |
| 44 | MAT | Mattel Inc | — | NEW | New buy |
| 45 | LINE | Lineage Inc | — | NEW | New buy |
| 46 | ZTS | Zoetis Inc | — | NEW | New buy |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 48 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
According to official SEC Form 13F filings, Galvin, Gaustad & Stein, LLC reported a total U.S. public equity portfolio value of $1.4B across 181 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, UNH, VEA) accounted for 11.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $36.5M
During Q1 2025, Galvin, Gaustad & Stein, LLC's top holdings by market value included IEFA (3.3%)、UNH (2.7%)、VEA (2.7%). The largest single position, IEFA, represented 3.3% of total portfolio value.
In Q1 2025, Galvin, Gaustad & Stein, LLC made 181 total portfolio adjustments, initiating 181 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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