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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 9 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFV ISHARES TR 6,094.0 $466K 0.06% $76.55 +7.4%
162 MCK MCKESSON CORP Healthcare 610.0 $461K 0.06% $755.60 +13.7%
163 CVX CHEVRON CORPORATION Energy 2,775.0 $460K 0.06% -215.0 -7.2% $165.76 +23.8%
164 MLM MARTIN MARIETTA MATLS INC Basic Materials 777.0 $448K 0.06% +25.0 +3.3% $576.70 -7.2%
165 SNPS SYNOPSYS INC Technology 958.0 $427K 0.06% -29.0 -2.9% $446.07 -10.8%
166 JPIB J P MORGAN EXCHANGE TRADED F 8,750.0 $423K 0.06% $48.35 -1.0%
167 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 11,569.0 $422K 0.06% -375.0 -3.1% $36.49 +6.7%
168 SIRI SIRIUSXM HOLDINGS INC Communication Services 13,977.0 $413K 0.06% $29.54 -2.9%
169 MO ALTRIA GROUP INC Consumer Defensive 5,714.0 $411K 0.06% -1K -15.4% $71.95 -8.1%
170 ILCG ISHARES TR 3,460.0 $405K 0.06% $117.02 -1.8%
171 GE GE AEROSPACE Industrials 1,068.0 $399K 0.06% -20.0 -1.8% $373.64 -6.8%
172 EDV VANGUARD WORLD FD 6,050.0 $394K 0.05% NEW $65.08 -8.6%
173 JCI JOHNSON CONTROLS INTERNATION Industrials 2,656.0 $388K 0.05% $146.11 -2.1%
174 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,780.0 $386K 0.05% $216.60 -4.7%
175 PGR PROGRESSIVE CORP Financial Services 1,759.0 $384K 0.05% $218.45 +0.4%
176 MCD MCDONALDS CORP Consumer Cyclical 1,408.0 $381K 0.05% $270.37 +0.2%
177 PANW PALO ALTO NETWORKS INC Technology 1,102.0 $376K 0.05% NEW $341.02 +4.9%
178 MA MASTERCARD INCORPORATED Financial Services 706.0 $362K 0.05% +56.0 +8.6% $513.40 +13.1%
179 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,232.0 $361K 0.05% $293.18 +4.1%
180 AEP AMERICAN ELEC PWR CO INC Utilities 2,600.0 $356K 0.05% -60.0 -2.3% $136.81 -11.6%
Page 9 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%