GFG Capital, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$334.7B

Holdings

392

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (392 positions)

#StockSharesValue% PortfolioType
201
NEENextera Energy Inc Com
168$11.7M0.00%
202
BKNGBooking Holdings Inc.
2$11.6M0.00%
203
GDDYGoDaddy Inc A
63$11.3M0.00%
204
PHMPultegroup Inc
106$11.2M0.00%
205
NUENucor Corp
86$11.1M0.00%
206
GDGeneral Dynamics Corp
38$11.1M0.00%
207
VRSNVerisign Inc
38$11.0M0.00%
208
RSReliance Steel And Aluminum Co
34$10.7M0.00%
209
KHCKraft Heinz Co
413$10.7M0.00%
210
HPQHewlett-Packard Company
430$10.5M0.00%
211
LNGCheniere Energy Inc
43$10.5M0.00%
212
TFCTruist Finl Corp
238$10.2M0.00%
213
RFRegions Financial Corporation
435$10.2M0.00%
214
Bunge Global
125$10.0M0.00%
215
AJGArthur J Gallagher & Co
31$9.9M0.00%
216
RHCRH PLC
108$9.9M0.00%
217
APHAmphenol Corp New Cl A Unsolic
98$9.7M0.00%
218
Quanta Services Inc
25$9.5M0.00%
219
RBLXRoblox Corp
88$9.3M0.00%
220
MTCHMatch Group Inc
291$9.0M0.00%
221
ADPAutomatic Data Processing Inc
29$8.9M0.00%
222
COPConocoPhillips
99$8.9M0.00%
223
DGXQuest Diagnostics Inc
49$8.8M0.00%
224
TTTrane Technologies Plc
20$8.7M0.00%
225
LYBLyondellBasell Industries
147$8.5M0.00%
226
CRMSalesforce.com Inc
31$8.5M0.00%
227
NTRANatera Inc
50$8.4M0.00%
228
TAT&T Inc.
289$8.4M0.00%
229
DUKDuke Energy Corporation
70$8.3M0.00%
230
SHELShell Sp ADR-WI
117$8.2M0.00%
231
KELKellogg Company
102$8.1M0.00%
232
FISVFiserv Inc
47$8.1M0.00%
233
BROBrown and Brown Inc
73$8.1M0.00%
234
HUBSHubspot Inc
14$7.8M0.00%
235
EXPDExpeditors Intl Wash Inc
67$7.7M0.00%
236
EQHAxa Equitable Holdings Inc
134$7.5M0.00%
237
AZOAutozone Inc
2$7.4M0.00%
238
APPAppLovin Corporation
21$7.4M0.00%
239
LRCXLam Research Corp
75$7.3M0.00%
240
CFCf Inds Hldgs Inc Com
78$7.2M0.00%
241
CLColgate Palmolive Co.
77$7.0M0.00%
242
TRVThe Travelers Companies Inc
26$7.0M0.00%
243
HPEHewlett Packard Enterprise Com
335$6.9M0.00%
244
MSIMotorola Solutions Inc.
16$6.7M0.00%
245
LOWLowes Companies Inc.
29$6.4M0.00%
246
SOSouthern Co
70$6.4M0.00%
247
TAT&T Inc.
221$6.4M0.00%
248
QSQuantumscape Corp
945$6.3M0.00%
249
SCHWThe Charles Schwab Corporation
69$6.3M0.00%
250
CICigna Corp
19$6.3M0.00%
251
WECWEC Energy Group, Inc
60$6.3M0.00%
252
GWWGrainger W W Inc
6$6.2M0.00%
253
SBUXStarbucks Corp
68$6.2M0.00%
254
NSCNorfolk Southern Corp
24$6.1M0.00%
255
BKRBaker Hughes Company
160$6.1M0.00%
256
BAYABayer AG ADR
810$6.1M0.00%
257
DRIDarden Restaurants Inc Com
28$6.1M0.00%
258
LHXL3harris Technologies In
24$6.0M0.00%
259
PFGPrincipal Financial Group Inc
73$5.8M0.00%
260
COFCapital One Financial Corporat
27$5.7M0.00%
261
FOXAFox Corporation
102$5.7M0.00%
262
AEPAmerican Electric Power Co., I
54$5.6M0.00%
263
HIGHartford Financial Services Gr
44$5.6M0.00%
264
EVRGEvergy Inc
79$5.4M0.00%
265
FUBOFubotv Inc
1,405$5.4M0.00%
266
Hess Corp Com
38$5.3M0.00%
267
IM8NInsmed Inc
50$5.0M0.00%
268
FDSFactset Research Sys Inc
11$4.9M0.00%
269
MARMarriott Intl Inc New Cl A
18$4.9M0.00%
270
Waste Management Inc Del
21$4.8M0.00%
271
APDAir Products & Chemicals Inc
17$4.8M0.00%
272
MDLZMondelez International, Inc.
70$4.7M0.00%
273
BSXBoston Scientific Corp.
43$4.6M0.00%
274
SNPSSynopsys Inc
9$4.6M0.00%
275
HUBBHubbell Incorporated
11$4.5M0.00%
276
EWEdwards Lifesciences Com
57$4.5M0.00%
277
FT2First Horizon National Corpora
203$4.3M0.00%
278
WCNWaste Connections Inc
23$4.3M0.00%
279
UALUnited Airlines Rg
52$4.1M0.00%
280
RNRRenaissance Re Hldgs LTD
17$4.1M0.00%
281
NETCloudflare, Inc.
21$4.1M0.00%
282
DEDeere & Co.
8$4.1M0.00%
283
ORLYO Reilly Automotive Inc
45$4.1M0.00%
284
CVNACarvana Co
12$4.0M0.00%
285
CHDChurch & Dwight Co Inc
42$4.0M0.00%
286
GENGen Digital
135$4.0M0.00%
287
AONAon PLC
11$3.9M0.00%
288
ALCAlcon SA Act Nom
43$3.8M0.00%
289
Fidelity National Financial In
67$3.8M0.00%
290
BAHBooz Allen Hamilton Holding Co
36$3.7M0.00%
291
CMSCMS Energy Corp.
53$3.7M0.00%
292
LUVSouthwest Airlines Co
110$3.6M0.00%
293
Mr Price Group Ltd
280$3.5M0.00%
294
KMBKimberly Clark Corp
27$3.5M0.00%
295
GLGlobe Life Inc
28$3.5M0.00%
296
VTRVentas Inc
55$3.5M0.00%
297
GSKGsk Plc-Spon Adr
89$3.4M0.00%
298
SESea Ltd
21$3.4M0.00%
299
SNOWSnowflake Inc
15$3.4M0.00%
300
Intercontinental Exchange Grou
18$3.3M0.00%
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