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Portfolio (Quarterly) Guide ↗

Gladstone Institutional Advisory LLC

· CIK 0001766530
13F Portfolio $2.7B AUM 829 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 357 Added 287 Reduced 67 Exited
Page 11 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VRT VERTIV HOLDINGS CO Industrials 1,949.0 $488K 0.02% -30.0 -1.5% $250.61 +30.7%
202 CFG CITIZENS FINL GROUP INC Financial Services 7,769.0 $466K 0.02% -968.0 -11.1% $59.97 +4.9%
203 TGT TARGET CORP Consumer Defensive 3,838.0 $465K 0.02% -518.0 -11.9% $121.23 +3.6%
204 FANG DIAMONDBACK ENERGY INC Energy 2,314.0 $458K 0.02% -61.0 -2.6% $197.86 +1.4%
205 IYC ISHARES TR 4,596.0 $445K 0.02% -744.0 -13.9% $96.92 +5.4%
206 CVS CVS HEALTH CORP Healthcare 6,131.0 $440K 0.02% -11K -64.8% $71.82 +29.9%
207 IJK ISHARES TR 4,373.0 $440K 0.02% -666.0 -13.2% $100.62 +11.1%
208 FCX FREEPORT MCMORAN INC Basic Materials 7,389.0 $434K 0.02% -2K -19.8% $58.79 +5.5%
209 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,103.0 $432K 0.02% -18.0 -1.6% $391.76 +107.5%
210 WLDN WILLDAN GROUP INC Industrials 5,603.0 $429K 0.02% -237.0 -4.1% $76.56 +22.2%
211 MXI ISHARES TR 3,999.0 $425K 0.02% -854.0 -17.6% $106.22 +3.8%
212 ADBE ADOBE INC Technology 1,720.0 $418K 0.01% -258.0 -13.0% $243.18 +0.7%
213 AFL AFLAC INC Financial Services 3,718.0 $408K 0.01% -52.0 -1.4% $109.71 +7.4%
214 EMB ISHARES TR 4,318.0 $406K 0.01% -132.0 -3.0% $93.93 +1.3%
215 JMST J P MORGAN EXCHANGE TRADED F 7,682.0 $392K 0.01% -2K -24.4% $50.98 -0.2%
216 AMP AMERIPRISE FINL INC Financial Services 861.0 $383K 0.01% -840.0 -49.4% $444.46 +1.8%
217 IJS ISHARES TR 3,213.0 $381K 0.01% -97.0 -2.9% $118.46 +9.3%
218 PZA INVESCO EXCH TRADED FD TR II 16,297.0 $375K 0.01% -3K -16.8% $22.98 -0.1%
219 CRWV COREWEAVE INC Technology 4,804.0 $372K 0.01% -768.0 -13.8% $77.47 +36.2%
220 TOTL SSGA ACTIVE ETF TR 9,147.0 $363K 0.01% -614.0 -6.3% $39.73 -1.1%
Page 11 of 15  ·  287 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 29.5%
Financial Services 21.2%
Industrials 9.8%
Consumer Cyclical 8.8%
Communication Services 8.3%
Healthcare 8.3%
Energy 5.7%
Consumer Defensive 4.5%
Utilities 1.7%
Basic Materials 1.2%