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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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BGS B & G FOODS INC Consumer Defensive 11,375.0 $45K 0.01% -2K -18.0% $3.98 -14.2%
Page 4 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%