GS Investments, Inc. — 13F Holdings & Portfolio

CIK 1714590 · latest 13F-HR filed 2026-05-06

GS Investments, Inc. manages $174.6M in 13F-reported U.S. long-equity assets across 134 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (4.05%), AMZN (3.70%), NVDA (3.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 2, added to 31, and trimmed 47.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$174.6M

Long-equity book

Holdings

134

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+19 / −2 / ↑31 / ↓47

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP$729.5K +21.2%
  • AIR PRODUCTS AND CHEMICALS I$701.7K +18.0%
  • ROSS STORES INC$690.6K +17.9%
  • WILLIAMS COS INC$605.6K +16.0%
  • COSTCO WHOLESALE CORPORATION$588.2K +15.3%
Show all 31

Top Trims

  • MASTEC INC-$1.7M -42.3%
  • MICROSOFT CORP-$1.6M -21.9%
  • SALESFORCE INC-$916.2K -29.6%
  • VISA INC-$869.0K -13.9%
  • UNITEDHEALTH GROUP INC-$866.5K -33.6%
Show all 47

New Positions

  • MICRON TECHNOLOGY INC$1.0M
  • BOSTON SCIENTIFIC CORP$613.4K
  • CANADIAN PACIFIC KANSAS CITY$165.2K
  • CSX CORP$110.8K
  • GE AEROSPACE$7.9K
Show all 19

Exited Positions

  • CONSTELLATION BRANDS INC$418.7K
  • NEWSMAX INC$16.6K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $7.1M 4.05% 24,567 SH
2 AMAZON COM INC AMZN 023135106 $6.5M 3.70% 30,987 SH
3 NVIDIA CORPORATION NVDA 67066G104 $6.2M 3.58% 35,817 SH
4 APPLE INC AAPL 037833100 $6.2M 3.53% 24,258 SH
5 MICROSOFT CORP MSFT 594918104 $5.6M 3.23% 15,234 SH
6 VISA INC V 92826C839 $5.4M 3.08% 17,820 SH
7 META PLATFORMS INC META 30303M102 $5.3M 3.05% 9,317 SH
8 THERMO FISHER SCIENTIFIC INC TMO 883556102 $4.7M 2.70% 9,607 SH
9 AMERIPRISE FINL INC AMP 03076C106 $4.7M 2.68% 10,539 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $4.6M 2.65% 15,740 SH
11 AIR PRODUCTS AND CHEMICALS I APD 009158106 $4.6M 2.64% 15,841 SH
12 ROSS STORES INC ROST 778296103 $4.5M 2.60% 20,990 SH
13 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.4M 2.54% 4,457 SH
14 WILLIAMS COS INC WMB 969457100 $4.4M 2.51% 60,203 SH
15 KLA CORP KLAC 482480100 $4.2M 2.39% 2,835 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.0M 2.30% 8,395 SH
17 ECOLAB INC ECL 278865100 $3.9M 2.24% 14,671 SH
18 STRYKER CORPORATION SYK 863667101 $3.8M 2.19% 11,656 SH
19 AMGEN INC AMGN 031162100 $3.8M 2.18% 10,837 SH
20 HOME DEPOT INC HD 437076102 $3.7M 2.10% 11,129 SH
21 SCHWAB CHARLES CORP SCHW 808513105 $3.5M 2.02% 37,493 SH
22 BROADCOM INC AVGO 11135F101 $3.0M 1.71% 9,671 SH
23 PEPSICO INC PEP 713448108 $2.8M 1.63% 18,305 SH
24 NETFLIX INC. NFLX 64110L106 $2.8M 1.59% 28,922 SH
25 ELI LILLY & CO LLY 532457108 $2.8M 1.59% 3,015 SH
26 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.7M 1.57% 42,900 SH
27 ISHARES TR EFA 464287465 $2.7M 1.56% 27,983 SH
28 PROCTER & GAMBLE CO PG 742718109 $2.6M 1.51% 18,299 SH
29 ACCENTURE PLC IRELAND ACN G1151C101 $2.5M 1.41% 12,415 SH
30 AMERICAN ELEC PWR CO INC AEP 025537101 $2.4M 1.40% 18,649 SH
31 MASTEC INC MTZ 576323109 $2.4M 1.37% 7,420 SH
32 HONEYWELL INTL INC HON 438516106 $2.2M 1.28% 9,892 SH
33 SALESFORCE INC CRM 79466L302 $2.2M 1.25% 11,693 SH
34 PALO ALTO NETWORKS INC PANW 697435105 $2.2M 1.25% 13,583 SH
35 NEXTERA ENERGY INC NEE 65339F101 $2.0M 1.17% 22,063 SH
36 ADOBE INC ADBE 00724F101 $1.9M 1.09% 7,848 SH
37 MERCADOLIBRE INC MELI 58733R102 $1.9M 1.07% 1,085 SH
38 US BANCORP USB 902973304 $1.9M 1.07% 35,932 SH
39 UBER TECHNOLOGIES INC UBER 90353T100 $1.8M 1.04% 25,128 SH
40 UNITEDHEALTH GROUP INC UNH 91324P102 $1.7M 0.98% 6,338 SH
41 CHUBB LTD SWITZ CB H1467J104 $1.7M 0.97% 5,215 SH
42 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $1.6M 0.94% 3,380 SH
43 ISHARES TR IJH 464287507 $1.5M 0.86% 22,119 SH
44 SUNCOR ENERGY INC NEW SU 867224107 $1.4M 0.81% 21,400 SH
45 TEXAS INSTRS INC TXN 882508104 $1.3M 0.72% 6,503 SH
46 LOCKHEED MARTIN CORP LMT 539830109 $1.2M 0.71% 2,055 SH
47 CONOCOPHILLIPS COP 20825C104 $1.2M 0.71% 9,386 SH
48 WELLS FARGO & CO WFC 949746101 $1.2M 0.70% 15,400 SH
49 ALPHABET INC GOOG 02079K107 $1.2M 0.70% 4,250 SH
50 ISHARES TR IJR 464287804 $1.2M 0.70% 9,764 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $174.6M 134 0001420506-26-000812
2025-12-31 2026-02-09 $184.1M 117 0001420506-26-000222