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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 10 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VUG VANGUARD INDEX FDS 4,014.0 $346K 0.05% +3K +500.0% $86.14 +1.5%
182 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,595.0 $341K 0.05% -65.0 -2.4% $131.58 +3.3%
183 ANNALY CAPITAL MANAGEMENT IN 15,125.0 $338K 0.05% $22.36
184 AMAT APPLIED MATLS INC Technology 450.0 $325K 0.04% -150.0 -25.0% $723.00 -32.0%
185 IDXX IDEXX LABS INC Healthcare 618.0 $325K 0.04% -14.0 -2.2% $526.44 +5.3%
186 EXR EXTRA SPACE STORAGE INC Real Estate 2,200.0 $320K 0.04% +100.0 +4.8% $145.30 +0.9%
187 BND VANGUARD BD INDEX FDS 4,307.0 $316K 0.04% $73.41 -1.6%
188 RTX RTX CORPORATION Industrials 1,659.0 $315K 0.04% -15.0 -0.9% $189.73 +11.0%
189 OKE ONEOK INC NEW Energy 3,566.0 $310K 0.04% -1K -21.9% $86.94 +7.5%
190 AMGN AMGEN INC Healthcare 846.0 $307K 0.04% $362.31 +20.8%
191 FEDERATED HERMES INC 5,494.0 $303K 0.04% $55.22
192 FSLR FIRST SOLAR INC Energy 1,275.0 $301K 0.04% +25.0 +2.0% $235.96 -8.8%
193 DOUBLELINE ETF TRUST 5,750.0 $289K 0.04% NEW $50.24
194 AGNC AGNC INVT CORP Real Estate 26,000.0 $283K 0.04% $10.90 +0.0%
195 PH PARKER-HANNIFIN CORP Industrials 289.0 $283K 0.04% $978.12 +2.2%
196 SO SOUTHERN CO Utilities 2,920.0 $279K 0.04% -50.0 -1.7% $95.71 -6.2%
197 NFLX NETFLIX INC. Communication Services 3,846.0 $275K 0.04% -1K -24.5% $71.40 +11.6%
198 IYM ISHARES TR 1,500.0 $269K 0.04% $179.53 +8.7%
199 LRCX LAM RESEARCH CORP Technology 600.0 $260K 0.04% NEW $433.33 -27.7%
200 INTC INTEL CORP Technology 1,850.0 $258K 0.04% NEW $139.63 -35.3%
Page 10 of 12  ·  236 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%