GFS Advisors, LLC — 13F holdings

GFS Advisors, LLC reported 266 holdings worth $948M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. BY BYLINE BANCORP INC — $76.8M (8.1%)
2. GOOGL ALPHABET INC — $42.8M (4.5%)
3. SPY SPDR S&P 500 ETF TR — $36.0M (3.8%)
4. TSLA TESLA INC — $30.7M (3.2%)
5. ACWI ISHARES TR — $30.0M (3.2%)
6. MSFT MICROSOFT CORP — $28.3M (3.0%)
7. VWO VANGUARD INTL EQUITY INDEX F — $27.9M (2.9%)
8. DIS DISNEY WALT CO — $26.7M (2.8%)
9. EWJ ISHARES INC — $24.8M (2.6%)
10. IJR ISHARES TR — $23.1M (2.4%)