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Portfolio (Quarterly) Guide ↗

Global Trust Asset Management, LLC

· CIK 0001729672
13F Portfolio $320M AUM 487 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 463 New
Page 3 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASML ASML HLDG NV Technology 1,111.0 $2.2M 0.69% NEW $1989.92 -5.4%
42 PANW PALO ALTO NETWORKS INC Technology 6,207.0 $2.1M 0.66% NEW $341.01 +10.2%
43 CLS CELESTICA INC Technology 5,426.0 $2.0M 0.62% NEW $364.80 -6.7%
44 MXL MAXLINEAR INC Technology 13,313.0 $1.7M 0.53% NEW $128.03 -33.8%
45 RTX RTX CORPORATION Industrials 8,717.0 $1.7M 0.52% NEW $189.74 +16.8%
46 MCK MCKESSON CORP Healthcare 2,148.0 $1.6M 0.51% NEW $755.66 +13.8%
47 AVGO BROADCOM INC Technology 4,263.0 $1.6M 0.50% NEW $377.72 +3.9%
48 HEI HEICO CORP NEW Industrials 4,380.0 $1.6M 0.49% NEW $356.19 +4.2%
49 SIMO SILICON MOTION TECHNOLOGY CO Technology 4,255.0 $1.4M 0.44% NEW $333.33 -18.2%
50 SITM SITIME CORP Technology 1,651.0 $1.2M 0.39% NEW $745.56 +0.5%
51 JNJ JOHNSON & JOHNSON Healthcare 4,799.0 $1.2M 0.38% NEW $253.94 +3.3%
52 FIDELITY GREENWOOD STREET TR 36,965.0 $1.2M 0.37% NEW $32.27
53 ANET ARISTA NETWORKS INC Technology 6,948.0 $1.2M 0.37% NEW $169.89 +18.8%
54 FIDELITY GREENWOOD STREET TR 35,834.0 $1.2M 0.37% NEW $32.93
55 ENB ENBRIDGE INC Energy 20,674.0 $1.1M 0.35% NEW $54.21 -6.7%
56 COHR COHERENT CORP Technology 2,773.0 $1.1M 0.34% NEW $394.53 -11.0%
57 FIDELITY GREENWOOD STREET TR 37,791.0 $1.1M 0.34% NEW $28.89
58 BE BLOOM ENERGY CORP Industrials 3,445.0 $1.0M 0.33% NEW $302.70 -23.3%
59 LLY ELI LILLY & CO Healthcare 868.0 $1.0M 0.33% NEW $1199.43 -1.2%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,129.0 $1.0M 0.32% NEW $477.49 -9.7%
Page 3 of 24  ·  463 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
Technology 44.9%
Financial Services 18.7%
Industrials 11.3%
Healthcare 5.8%
Consumer Cyclical 4.6%
Utilities 4.2%
Communication Services 3.6%
Consumer Defensive 3.4%
Energy 2.9%
Basic Materials 0.5%