Gs Investments, Inc.

data from 30/09/2025

Capitalization

$ 201.975 M -10.50 %

Average holding period

18 ans

Performance

$ 119.141 M 97.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Gs Investments, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.03% 8.148 M $ 15732 2021/09/30 326.093 K $ 4.13 %
2025/09/30 AAPL APPLE INC 3.91% 7.895 M $ 31005 2021/09/30 2.286 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 3.88% 7.829 M $ 41958 2017/06/30 1.320 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 3.83% 7.741 M $ 35256 2021/09/30 6.378 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 3.71% 7.502 M $ 10215 2017/06/30 -49.598 K $ -0.50 %
2025/09/30 V VISA INC 3.43% 6.921 M $ 20273 2017/06/30 -306.399 K $ -3.85 %
2025/09/30 GOOGL ALPHABET INC 3.28% 6.627 M $ 27261 2017/06/30 2.505 M $ 37.94 %
2025/09/30 HD HOME DEPOT INC 3.19% 6.440 M $ 15894 2021/09/30 613.908 K $ 10.51 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 3.03% 6.123 M $ 12625 2021/09/30 1.003 M $ 19.62 %
2025/09/30 KLAC KLA CORP 2.86% 5.781 M $ 5360 2021/09/30 2.094 M $ 20.41 %
2025/09/30 SYK STRYKER CORPORATION 2.75% 5.551 M $ 15015 2021/09/30 -389.711 K $ -6.56 %
2025/09/30 AMP AMERIPRISE FINL INC 2.69% 5.439 M $ 11072 2017/06/30 -643.529 K $ -7.96 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.60% 5.243 M $ 16622 2017/06/30 357.892 K $ 8.80 %
2025/09/30 WMB WILLIAMS COS INC 2.53% 5.103 M $ 80558 2021/09/30 43.942 K $ 0.86 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.30% 4.638 M $ 9225 2021/09/30 165.898 K $ 3.49 %
2025/09/30 APD AIR PRODS & CHEMS INC 2.25% 4.553 M $ 16693 2021/09/30 -155.875 K $ -3.31 %
2025/09/30 MTZ MASTEC INC 2.22% 4.481 M $ 21056 2021/09/30 1.364 M $ 24.87 %
2025/09/30 ROST ROSS STORES INC 2.21% 4.473 M $ 29352 2021/09/30 730.207 K $ 19.45 %
2025/09/30 ECL ECOLAB INC 2.11% 4.253 M $ 15529 2021/09/30 68.660 K $ 1.64 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.05% 4.138 M $ 4470 2017/06/30 -287.530 K $ -6.50 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.91% 3.865 M $ 40488 2021/09/30 234.574 K $ 4.64 %
2025/09/30 NFLX NETFLIX INC 1.75% 3.525 M $ 2940 2017/06/30 -436.473 K $ -10.47 %
2025/09/30 AVGO BROADCOM INC 1.61% 3.251 M $ 9855 2022/06/30 607.929 K $ 19.68 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.60% 3.231 M $ 13104 2020/03/31 -685.103 K $ -17.49 %
2025/09/30 AMGN AMGEN INC 1.52% 3.063 M $ 10853 2021/09/30 32.357 K $ 1.07 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.45% 2.926 M $ 14371 2023/03/31 -14.743 K $ -0.50 %
2025/09/30 ADBE ADOBE INC 1.42% 2.869 M $ 8133 2018/03/31 -264.200 K $ -8.82 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.41% 2.856 M $ 8271 2017/06/30 370.896 K $ 10.68 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.41% 2.844 M $ 18509 2021/09/30 -93.849 K $ -3.56 %
2025/09/30 CRM SALESFORCE INC 1.36% 2.747 M $ 11589 2020/12/31 -413.611 K $ -13.09 %
2025/09/30 MELI MERCADOLIBRE INC 1.32% 2.676 M $ 1145 2024/09/30 -385.982 K $ -10.59 %
2025/09/30 PEP PEPSICO INC 1.31% 2.638 M $ 18781 2021/09/30 157.407 K $ 6.36 %
2025/09/30 EFA ISHARES TR 1.29% 2.614 M $ 28000 2021/09/30 110.620 K $ 4.45 %
2025/09/30 LLY ELI LILLY & CO 1.16% 2.336 M $ 3062 2025/03/31 -49.937 K $ -2.12 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.11% 2.251 M $ 37570 2021/09/30 109.328 K $ 5.10 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.09% 2.202 M $ 19573 2021/09/30 169.040 K $ 8.42 %
2025/09/30 HON HONEYWELL INTL INC 1.08% 2.185 M $ 10382 2021/09/30 -231.722 K $ -9.61 %
2025/09/30 TXN TEXAS INSTRS INC 1.05% 2.113 M $ 11503 2021/09/30 -778.694 K $ -11.51 %
2025/09/30 XOM EXXON MOBIL CORP 1.00% 2.018 M $ 17897 2017/06/30 88.624 K $ 4.59 %
2025/09/30 VCTR VICTORY CAP HLDGS INC 0.92% 1.852 M $ 28600 2018/06/30 31.174 K $ 1.71 %
2025/09/30 NEE NEXTERA ENERGY INC 0.90% 1.817 M $ 24065 2022/12/31 146.074 K $ 8.74 %
2025/09/30 USB US BANCORP DEL 0.88% 1.774 M $ 36697 2021/09/30 112.650 K $ 6.81 %
2025/09/30 EQIX EQUINIX INC 0.83% 1.683 M $ 2149 2020/09/30 -25.939 K $ -1.54 %
2025/09/30 CB CHUBB LIMITED 0.78% 1.571 M $ 5565 2023/03/31 -41.570 K $ -2.58 %
2025/09/30 IJH ISHARES TR 0.72% 1.452 M $ 22250 2021/09/30 71.571 K $ 5.22 %
2025/09/30 WFC WELLS FARGO CO NEW 0.64% 1.291 M $ 15400 2021/09/30 156.879 K $ 4.62 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.64% 1.289 M $ 30828 2021/09/30 134.410 K $ 11.64 %
2025/09/30 GOOG ALPHABET INC 0.64% 1.287 M $ 5285 2017/06/30 350.317 K $ 37.30 %
2025/09/30 IJR ISHARES TR 0.63% 1.275 M $ 10728 2021/09/30 99.883 K $ 8.73 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.61% 1.224 M $ 1753 2020/09/30 -150.883 K $ -9.04 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.60% 1.212 M $ 3682 2025/03/31 23.246 K $ 1.96 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.59% 1.201 M $ 6146 2021/09/30 206.723 K $ 19.64 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.55% 1.114 M $ 2231 2021/09/30 79.678 K $ 7.79 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.54% 1.089 M $ 11112 2022/06/30 51.734 K $ 5.01 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.46% 930.528 K $ 29161 2022/12/31 64.964 K $ 9.24 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.44% 883.326 K $ 4593 2017/06/30 -129.379 K $ -12.99 %
2025/09/30 COP CONOCOPHILLIPS 0.43% 877.890 K $ 9281 2017/06/30 44.474 K $ 5.40 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.37% 748.978 K $ 28435 2021/09/30 54.026 K $ 7.77 %
2025/09/30 BSCQ INVESCO EXCH TRD SLF IDX FD 0.30% 610.565 K $ 31215 2020/03/31 1.252 K $ 0.20 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.30% 600.843 K $ 23370 2021/09/30 47.695 K $ 7.89 %
2025/09/30 WM WASTE MGMT INC DEL 0.29% 585.200 K $ 2650 2017/06/30 -21.173 K $ -3.49 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.23% 469.325 K $ 3485 2019/03/31 -209.654 K $ -17.22 %
2025/09/30 CMI CUMMINS INC 0.21% 422.370 K $ 1000 2022/06/30 94.870 K $ 28.97 %
2025/09/30 NEAR ISHARES U S ETF TR 0.20% 408.445 K $ 7965 2017/09/30 1.433 K $ 0.35 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.20% 398.175 K $ 500 2017/06/30 44.300 K $ 12.52 %
2025/09/30 FRDM EA SERIES TRUST 0.18% 356.917 K $ 8055 2024/03/31 31.495 K $ 9.68 %
2025/09/30 FLIN FRANKLIN TEMPLETON ETF TR 0.15% 301.490 K $ 8085 2024/09/30 -20.535 K $ -6.38 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.12% 250.160 K $ 8000 2021/09/30 2.079 K $ 0.84 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 0.12% 248.970 K $ 10608 2021/09/30 2.462 K $ 0.99 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.12% 238.964 K $ 8209 2022/12/31 10.805 K $ 5.20 %
2025/09/30 OKTA OKTA INC 0.11% 215.495 K $ 2350 2025/09/30 0.000 $ 0.00 %
2025/09/30 PRF INVESCO EXCHANGE TRADED FD T 0.10% 200.054 K $ 4425 2020/09/30 13.009 K $ 6.96 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.08% 151.760 K $ 800 2018/06/30 6.367 K $ 4.38 %
2025/09/30 VB VANGUARD INDEX FDS 0.04% 90.778 K $ 357 2021/09/30 6.176 K $ 7.30 %
2025/09/30 BSCR INVESCO EXCH TRD SLF IDX FD 0.04% 86.231 K $ 4375 2020/03/31 262.000 $ 0.31 %
2025/09/30 CLX CLOROX CO DEL 0.03% 61.650 K $ 500 2023/12/31 1.615 K $ 2.69 %
2025/09/30 NMAX NEWSMAX INC 0.03% 58.255 K $ 4698 2025/09/30 0.000 $ 0.00 %
2025/09/30 XEL XCEL ENERGY INC 0.03% 54.197 K $ 672 2017/06/30 6.074 K $ 18.43 %
2025/09/30 ROKU ROKU INC 0.02% 49.765 K $ 497 2018/03/31 6.144 K $ 13.93 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.02% 49.721 K $ 1490 2021/09/30 4.812 K $ 10.72 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.02% 39.220 K $ 215 2025/06/30 10.602 K $ 33.82 %
2025/09/30 GDV GABELLI DIVID & INCOME TR 0.02% 36.110 K $ 1331 2021/06/30 1.490 K $ 4.31 %
2025/09/30 AMLP ALPS ETF TR 0.01% 28.158 K $ 600 2021/06/30 -1.157 K $ -3.95 %
2025/09/30 TSLA TESLA INC 0.01% 26.683 K $ 60 2022/06/30 6.988 K $ 40.00 %
2025/09/30 BAC BANK AMERICA CORP 0.01% 26.311 K $ 510 2021/09/30 137.536 K $ 9.02 %
2025/09/30 DPG DUFF & PHELPS UTLITY AND INF 0.01% 25.820 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.01% 21.471 K $ 101 2025/06/30 -18.000 $ -0.08 %
2025/09/30 SEZL SEZZLE INC 0.01% 19.883 K $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMXC ISHARES INC 0.01% 18.565 K $ 275 2024/12/31 1.201 K $ 6.92 %
2025/09/30 IWM ISHARES TR 0.01% 18.147 K $ 75 2021/09/30 1.962 K $ 12.13 %
2025/09/30 RPG INVESCO EXCHANGE TRADED FD T 0.01% 16.702 K $ 350 2018/06/30 682.000 $ 4.26 %
2025/09/30 IVV ISHARES TR 0.01% 16.063 K $ 24 2021/09/30 1.161 K $ 7.79 %
2025/09/30 ORCL ORACLE CORP 0.01% 14.062 K $ 50 2024/03/31 3.130 K $ 28.64 %
2025/09/30 BHK BLACKROCK CORE BD TR 0.01% 13.419 K $ 1350 2021/09/30 296.000 $ 2.26 %
2025/09/30 AEE AMEREN CORP 0.01% 10.751 K $ 103 2021/09/30 859.000 $ 8.68 %
2025/09/30 SOLV SOLVENTUM CORP 0.01% 10.658 K $ 146 2024/06/30 -414.000 $ -3.74 %
2025/09/30 MDT MEDTRONIC PLC 0.00% 7.810 K $ 82 2017/12/31 661.000 $ 9.26 %
2025/09/30 PFN PIMCO INCOME STRATEGY FD II 0.00% 7.590 K $ 1000 2021/06/30 200.000 $ 2.71 %
2025/09/30 PLD PROLOGIS INC. 0.00% 6.757 K $ 59 2022/03/31 554.000 $ 8.94 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.00% 6.662 K $ 10 2022/06/30 483.000 $ 7.82 %