Galvin, Gaustad & Stein, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Kim Jamieson on October 8, 2026, reports the firm holds positions in 257 different companies.
The portfolio is heavily weighted toward technology and consumer sectors. The firm holds significant positions in NVIDIA Corporation, with 184,776 shares, and Microsoft Corporation, with 70,581 shares. Other major holdings include Apple Inc. (93,467 shares), Alphabet Inc. Class A (53,727 shares), and Meta Platforms Inc. Class A (17,838 shares).
Outside of large-cap technology, the filing lists substantial positions in Caterpillar Inc. (715 shares), Procter & Gamble Co. (8,480 shares), and Home Depot Inc. (4,697 shares). The firm also holds various exchange-traded funds, including the SPDR S&P 500 ETF Trust (168,178 shares) and the ISHARES TR CORE S&P 500 ETF (10,787 shares).
