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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 CLEARWAY ENERGY INC 309,079 $12.1M 1.83% SOLD
2 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 70,009 $5.6M 0.85% SOLD
3 GDX VANECK ETF TRUST 3,250 $298K 0.04% SOLD
4 VRTX VERTEX PHARMACEUTICALS INC Healthcare 650 $290K 0.04% SOLD
5 AES AES CORP Utilities 19,100 $269K 0.04% SOLD
6 MSTR STRATEGY INC Technology 1,962 $245K 0.04% SOLD
7 IEFA ISHARES TR 2,496 $226K 0.03% SOLD
8 HON HONEYWELL INTL INC Industrials 889 $201K 0.03% SOLD
9 COP CONOCOPHILLIPS Energy 1,518 $200K 0.03% SOLD
10 OGN ORGANON & CO Healthcare 21,740 $130K 0.02% SOLD
Sector Allocation
Real Estate 14.6%
Energy 14.4%
Financial Services 13.1%
Healthcare 10.1%
Technology 9.2%
Industrials 9.1%
Consumer Cyclical 8.3%
Communication Services 6.8%
Consumer Defensive 5.8%
Utilities 4.8%