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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 13 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XYLD GLOBAL X FDS 7,820.0 $306K 0.01% -2K -17.2% $39.13 +3.3%
242 SRPT SAREPTA THERAPEUTICS INC Healthcare 13,885.0 $302K 0.01% -3K -16.9% $21.76 -22.8%
243 VFC V F CORP Consumer Cyclical 17,235.0 $293K 0.01% -4K -17.0% $16.99 -1.7%
244 TRGP TARGA RES CORP Energy 1,166.0 $292K 0.01% -2K -68.1% $250.73 +10.4%
245 ROK ROCKWELL AUTOMATION INC Industrials 798.0 $287K 0.01% -50.0 -5.9% $359.17 +25.9%
246 STIP ISHARES TR 2,769.0 $286K 0.01% -67.0 -2.4% $103.44 -0.2%
247 IYE ISHARES TR 4,383.0 $284K 0.01% -3K -37.5% $64.78 -2.8%
248 OXY OCCIDENTAL PETE CORP Energy 4,324.0 $281K 0.01% -611.0 -12.4% $65.00 -9.5%
249 ARKW ARK ETF TR 2,329.0 $281K 0.01% -363.0 -13.5% $120.66 +20.4%
250 LSAF TWO RDS SHARED TR 6,103.0 $280K 0.01% -10K -61.1% $45.90 +7.5%
251 DFAI DIMENSIONAL ETF TRUST 7,159.0 $279K 0.01% -385.0 -5.1% $38.96 +6.6%
252 GNRC GENERAC HLDGS INC Industrials 1,424.0 $278K 0.01% -385.0 -21.3% $195.33 +38.3%
253 DFAE DIMENSIONAL ETF TRUST 8,198.0 $278K 0.01% -462.0 -5.3% $33.86 +15.4%
254 BIDU BAIDU INC Communication Services 2,489.0 $277K 0.01% -172.0 -6.5% $111.42 +14.7%
255 NEM NEWMONT CORP Basic Materials 2,516.0 $272K 0.01% -400.0 -13.7% $108.29 -0.6%
256 FORTINET INC 3,275.0 $268K 0.01% -50.0 -1.5% $81.74
257 VOX VANGUARD WORLD FD 1,476.0 $266K 0.01% -142.0 -8.8% $179.94 +8.7%
258 JCI JOHNSON CONTROLS INTERNATION Industrials 2,009.0 $263K 0.01% -440.0 -18.0% $130.95 +5.7%
259 TRV TRAVELERS COMPANIES INC Financial Services 892.0 $260K 0.01% -68.0 -7.1% $291.68 +5.1%
260 ED CONSOLIDATED EDISON INC Utilities 2,284.0 $259K 0.01% -356.0 -13.5% $113.22 -4.1%
Page 13 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%