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Portfolio (Quarterly) Guide ↗

Gilman Hill Asset Management, LLC

· CIK 0001551969
13F Portfolio $731M AUM 236 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 91 Added 61 Reduced 10 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NGG NATIONAL GRID PLC Utilities 69,612.0 $5.8M 0.79% +2K +3.6% $82.87 -3.5%
42 META META PLATFORMS INC Communication Services 10,168.0 $5.7M 0.78% +465.0 +4.8% $563.30 -2.3%
43 GXO GXO LOGISTICS INCORPORATED Industrials 110,566.0 $5.6M 0.77% +8K +7.6% $50.70 -10.3%
44 NVDA NVIDIA CORPORATION Technology 26,926.0 $5.4M 0.74% +201.0 +0.8% $200.09 +7.8%
45 DIS DISNEY WALT CO Communication Services 54,806.0 $5.3M 0.72% +2K +3.1% $96.25 +11.3%
46 HMC HONDA MOTOR CO LTD Consumer Cyclical 191,449.0 $5.2M 0.71% +2K +1.2% $27.11 +22.7%
47 MDT MEDTRONIC PLC Healthcare 63,879.0 $5.0M 0.68% +14K +28.3% $78.23 +18.6%
48 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 211,570.0 $5.0M 0.68% +5K +2.3% $23.58 +6.0%
49 SHEL SHELL PLC Energy 63,594.0 $4.9M 0.68% +3K +4.2% $77.54 +20.1%
50 APTIV PLC 79,740.0 $4.9M 0.67% +3K +4.0% $61.38
51 GOOG ALPHABET INC 13,778.0 $4.9M 0.67% +330.0 +2.5% $353.34
52 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55,886.0 $4.8M 0.66% +17K +43.2% $86.09 +16.4%
53 TRIP TRIPADVISOR INC Consumer Cyclical 331,991.0 $4.6M 0.62% +10K +3.2% $13.71 -27.0%
54 REGN REGENERON PHARMACEUTICALS Healthcare 7,139.0 $4.5M 0.61% +939.0 +15.2% $623.55 +34.3%
55 CARR CARRIER GLOBAL CORPORATION Industrials 59,832.0 $4.4M 0.60% +540.0 +0.9% $73.35 -18.0%
56 FISV FISERV INC Technology 86,890.0 $4.3M 0.58% +36K +72.3% $49.05 +6.4%
57 NOC NORTHROP GRUMMAN CORP Industrials 8,271.0 $4.2M 0.58% +3K +44.1% $509.30 +8.1%
58 DOCU DOCUSIGN INC Technology 93,051.0 $4.1M 0.56% +2K +2.5% $44.42 +38.9%
59 G GENPACT LIMITED Technology 127,578.0 $3.5M 0.48% +5K +4.3% $27.50 +34.3%
60 SUN SUNOCO LP/SUNOCO FIN CORP Energy 50,349.0 $3.4M 0.47% +2K +3.7% $67.50 +11.8%
Page 3 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 14.9%
Financial Services 13.4%
Energy 13.4%
Healthcare 10.3%
Technology 9.4%
Industrials 9.3%
Consumer Cyclical 8.5%
Communication Services 6.2%
Consumer Defensive 5.9%
Utilities 4.9%