Stock Taper 
GFS ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 3.3K | $348.1K |
 Microsoft Corporation | MSFT | 3.23K | $28.34M |
 The Kraft Heinz Company | KHC | 2.77K | $6.32M |
 Banco Bilbao Vizcaya Argentaria, S.A. | BBVA | 2.76K | $7.96M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.26K | $1.08M |
 Netflix, Inc. | NFLX | 2.05K | $12.63M |
 Adobe Inc. | ADBE | 2.01K | $2.1M |
 Blue Owl Capital Inc. | OWL | 2K | $1.15M |
 Cummins Inc. | CMI | 1.5K | $288.85K |
 Nu Holdings Ltd. | NU | 1.5K | $12.75M |
 Targa Resources Corp. | TRGP | 1.37K | $1.41M |
 Array Technologies, Inc. | ARRY | 1.3K | $592.8K |
 Dow Inc. | DOW | 1.27K | $13.7M |
 NVIDIA Corporation | NVDA | 1.27K | $12.3M |
 Starwood Property Trust, Inc. | STWD | 1.24K | $3.36M |
 Fair Isaac Corporation | FICO | 1K | $238.96K |
 Shopify Inc. | SHOP | 1K | $264.1K |
 Coinbase Global, Inc. | COIN | 934 | $219.28K |
 Blackstone Mortgage Trust, Inc. | BXMT | 815 | $7.15M |
 Johnson & Johnson | JNJ | 790 | $11.73M |