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Kim Jamieson

Galvin, Gaustad & Stein, Llc

Assets Managed
$1.25B
Holdings
251
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-2.46%(2Q avg: 0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Galvin, Gaustad & Stein, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Galvin, Gaustad & Stein, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.25B in assets, with a quarterly growth rate of -2.46% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by Kim Jamieson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
Increased 6951.18%
5.67%
$70.789M
532,646 shares@ $132.91 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 6.63%
3.49%
$43.551M
481,065 shares@ $90.53 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 8.83%
3.27%
$40.75M
635,928 shares@ $64.09 avg price
HCA
Hca Healthcare Inc
Recent Activity
Decreased -12.08%
2.25%
$28.03M
59,229 shares@ $473.25 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 1.01%
2.15%
$26.788M
1.075M shares@ $24.92 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.86%
2.13%
$26.551M
71,726 shares@ $370.18 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Decreased -0.49%
2.1%
$26.198M
179,696 shares@ $145.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.61%
2.07%
$25.851M
124,121 shares@ $208.27 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
New Position
2.01%
$25.025M
225,735 shares@ $110.87 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.17%
1.99%
$24.851M
250,337 shares@ $99.27 avg price

1-10 of 251