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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 7 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUNI PIMCO ETF TR 16,031.0 $843K 0.12% $52.60 -1.7%
122 ABT ABBOTT LABORATORIES Healthcare 8,803.0 $799K 0.11% -1K -10.6% $90.74 +28.5%
123 IVV ISHARES TR 1,065.0 $798K 0.11% -47.0 -4.2% $748.89 +2.7%
124 NEE NEXTERA ENERGY INC Utilities 9,057.0 $795K 0.11% +108.0 +1.2% $87.77 -4.7%
125 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 841.0 $786K 0.11% +90.0 +12.0% $935.10 +1.4%
126 KO COCA COLA CO Consumer Defensive 9,557.0 $777K 0.11% +54.0 +0.6% $81.27 +12.1%
127 HST HOST HOTELS & RESORTS INC Real Estate 32,470.0 $770K 0.10% -2K -6.1% $23.71 -2.1%
128 IJR ISHARES TR 5,075.0 $753K 0.10% $148.31 -0.7%
129 UNP UNION PAC CORP Industrials 2,720.0 $740K 0.10% $272.00 +13.3%
130 ETN EATON CORP PLC Industrials 1,730.0 $737K 0.10% $426.12 -1.6%
131 ACGL ARCH CAP GROUP LTD Financial Services 7,500.0 $728K 0.10% $97.06 +2.4%
132 LAZ LAZARD INC Financial Services 17,225.0 $722K 0.10% +500.0 +3.0% $41.94 +5.3%
133 KLAC KLA CORP Technology 2,310.0 $697K 0.10% +2K +752.4% $301.71 -39.0%
134 ADC AGREE RLTY CORP Real Estate 9,165.0 $694K 0.10% $75.74 -2.5%
135 V VISA INC Financial Services 1,993.0 $684K 0.09% +93.0 +4.9% $343.13 +8.1%
136 IJH ISHARES TR 8,350.0 $644K 0.09% $77.11 -0.4%
137 BXP BXP INC Real Estate 9,694.0 $643K 0.09% $66.31 +2.1%
138 SPEM SPDR INDEX SHS FDS 12,250.0 $634K 0.09% $51.78 +1.2%
139 MAA MID-AMER APT CMNTYS INC Real Estate 4,502.0 $626K 0.09% $138.94 -5.5%
140 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14,708.0 $622K 0.09% $42.31 -2.7%
Page 7 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%