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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 15 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 F FORD MTR CO Consumer Cyclical 16,836.0 $194K 0.01% -5K -24.0% $11.54 +29.4%
282 NOV NOV INC Energy 10,000.0 $188K 0.01% -700.0 -6.5% $18.81 +10.6%
283 ENVX ENOVIX CORPORATION Industrials 30,860.0 $160K 0.01% -1K -4.5% $5.18 +29.0%
284 MARA MARA HOLDINGS INC Financial Services 19,430.0 $159K 0.01% -1K -6.9% $8.16 +69.2%
285 DERM JOURNEY MED CORP Healthcare 26,571.0 $125K 0.01% -2K -8.6% $4.69 +27.1%
286 BITFARMS LTD 42,075.0 $82K 0.00% -96K -69.5% $1.95
287 CAN CANAAN INC Technology 107,250.0 $46K 0.00% -38K -25.9% $0.43 -3.9%
Page 15 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%