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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 28,193.0 $1.6M 0.22% -172.0 -0.6% $56.98 +8.1%
22 RSP INVESCO EXCHANGE TRADED FD T 7,366.0 $1.6M 0.21% -140.0 -1.9% $212.77 +4.1%
23 AVGO BROADCOM INC Technology 3,954.0 $1.5M 0.20% -190.0 -4.6% $377.71 -3.1%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 4,859.0 $1.4M 0.19% -311.0 -6.0% $281.23 -16.0%
25 MRK MERCK & CO INC Healthcare 10,457.0 $1.3M 0.18% -400.0 -3.7% $128.50 +18.2%
26 PG PROCTER & GAMBLE CO Consumer Defensive 9,035.0 $1.3M 0.18% -472.0 -5.0% $146.63 -1.1%
27 AIN ALBANY INTL CORP Consumer Cyclical 15,174.0 $1.1M 0.15% -324.0 -2.1% $74.50 -20.5%
28 CAT CATERPILLAR INC Industrials 1,035.0 $1.1M 0.15% -208.0 -16.7% $1064.90 -22.1%
29 HD HOME DEPOT INC Consumer Cyclical 2,719.0 $959K 0.13% -82.0 -2.9% $352.65 -4.8%
30 GLW CORNING INC Technology 3,739.0 $955K 0.13% -470.0 -11.2% $255.43 -41.2%
31 ABT ABBOTT LABORATORIES Healthcare 8,803.0 $799K 0.11% -1K -10.6% $90.74 +27.8%
32 IVV ISHARES TR 1,065.0 $798K 0.11% -47.0 -4.2% $748.89 +2.7%
33 HST HOST HOTELS & RESORTS INC Real Estate 32,470.0 $770K 0.10% -2K -6.1% $23.71 -2.8%
34 DHR DANAHER CORP DEL Healthcare 3,128.0 $596K 0.08% -46.0 -1.4% $190.49 +14.7%
35 CRWD CROWDSTRIKE HLDGS INC Technology 775.0 $591K 0.08% -250.0 -24.4% $190.79 -0.3%
36 WMB WILLIAMS COS INC Energy 7,035.0 $523K 0.07% -125.0 -1.8% $74.34 -4.7%
37 DUK DUKE ENERGY CORP NEW Utilities 4,011.0 $508K 0.07% -225.0 -5.3% $126.59 -4.6%
38 VIG VANGUARD SPECIALIZED FUNDS 1,986.0 $470K 0.06% -84.0 -4.1% $236.62 +3.0%
39 CVX CHEVRON CORPORATION Energy 2,775.0 $460K 0.06% -215.0 -7.2% $165.76 +23.8%
40 SNPS SYNOPSYS INC Technology 958.0 $427K 0.06% -29.0 -2.9% $446.07 -10.4%
Page 2 of 4  ·  61 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%