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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 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VICI VICI PPTYS INC Real Estate 377,503.0 $10.0M 1.37% +11K +3.1% $26.55 -0.2%
22 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 2,036,475.0 $9.7M 1.32% +42K +2.1% $4.74 +13.1%
23 CWEN CLEARWAY ENERGY INC Utilities 274,838.0 $9.4M 1.28% +269K +4325.7% $34.18 -4.7%
24 CLX CLOROX CO DEL Consumer Defensive 96,103.0 $9.2M 1.25% +4K +4.8% $95.44 +11.8%
25 CSCO CISCO SYS INC Technology 75,323.0 $8.8M 1.21% -23K -23.2% $117.46 -5.5%
26 MPLX MPLX LP Energy 154,120.0 $8.7M 1.19% -855.0 -0.6% $56.33 +3.7%
27 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 500,602.0 $8.6M 1.18% +17K +3.4% $17.17 +9.4%
28 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 380,925.0 $8.5M 1.16% +14K +3.8% $22.34 +4.7%
29 VTR VENTAS INC Real Estate 94,369.0 $8.4M 1.15% +2K +2.5% $88.80 +4.8%
30 ENB ENBRIDGE INC Energy 152,356.0 $8.3M 1.13% +10K +6.7% $54.21 -6.9%
31 VO VANGUARD INDEX FDS 100,684.0 $8.1M 1.11% +76K +303.0% $80.57 +3.0%
32 EPD ENTERPRISE PRODS PARTNERS L 220,165.0 $8.1M 1.11% +4K +2.0% $36.76
33 ET ENERGY TRANSFER L P Energy 409,501.0 $7.8M 1.07% +12K +3.1% $19.12 +10.8%
34 VB VANGUARD INDEX FDS 25,510.0 $7.7M 1.06% -3K -10.3% $303.13 +0.5%
35 PAGP PLAINS GP HLDGS L P Energy 313,713.0 $7.6M 1.04% +2K +0.7% $24.27 +10.6%
36 IX ORIX CORP Financial Services 199,365.0 $7.6M 1.04% -4K -1.9% $38.04 +1.2%
37 AAPL APPLE INC Technology 26,167.0 $7.6M 1.04% +1K +5.6% $289.35 +6.9%
38 KMB KIMBERLY-CLARK CORP Consumer Defensive 68,317.0 $7.5M 1.03% -14K -16.7% $109.77 -0.4%
39 MTRN MATERION CORP Basic Materials 25,140.0 $7.5M 1.02% -12K -31.9% $297.39 -22.0%
40 FCX FREEPORT MCMORAN INC Basic Materials 112,051.0 $7.0M 0.96% +2K +1.5% $62.89 +21.9%
Page 2 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%