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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 2 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLI SELECT SECTOR SPDR TR 59,002.0 $9.5M 0.35% -16K -21.5% $161.73 +6.2%
22 CSCO CISCO SYS INC Technology 121,182.0 $9.4M 0.35% -12K -9.3% $77.59 +55.2%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 61,070.0 $8.9M 0.33% -7K -10.3% $146.28 -6.4%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,456.0 $8.4M 0.31% -430.0 -4.8% $996.53 +3.2%
25 MINT PIMCO ETF TR 82,984.0 $8.3M 0.31% -2K -2.0% $100.57 +0.1%
26 HFXI NEW YORK LIFE INVESTMENTS ET 242,052.0 $8.1M 0.30% -18K -6.9% $33.58 +10.2%
27 ILCB ISHARES TR 83,274.0 $7.5M 0.28% -2K -1.9% $89.86 +14.9%
28 GS GOLDMAN SACHS GROUP INC Financial Services 8,313.0 $7.0M 0.26% -2K -18.6% $846.04 +17.8%
29 BUFQ FIRST TR EXCHNG TRADED FD VI 195,690.0 $6.9M 0.26% -11K -5.3% $35.32 +10.4%
30 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 29,475.0 $6.4M 0.24% -14K -32.1% $218.72 -2.7%
31 AMD ADVANCED MICRO DEVICES INC Technology 31,270.0 $6.4M 0.24% -2K -6.7% $203.43 +129.8%
32 NFLX NETFLIX INC. Communication Services 65,510.0 $6.3M 0.23% -15K -18.3% $96.15 -7.9%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 25,909.0 $6.3M 0.23% -3K -10.3% $242.40 +4.7%
34 IEMG ISHARES INC 89,205.0 $6.2M 0.23% -3K -3.0% $69.75 +15.5%
35 AXP AMERICAN EXPRESS CO Financial Services 20,223.0 $6.1M 0.23% -3K -13.7% $302.49 +3.1%
36 IWF ISHARES TR 14,236.0 $6.1M 0.23% -968.0 -6.4% $426.40 -70.7%
37 XLE SELECT SECTOR SPDR TR 98,403.0 $6.0M 0.22% -46K -31.6% $61.26 -2.9%
38 QDPL PACER FDS TR 145,244.0 $5.8M 0.22% -15K -9.4% $40.14 +13.9%
39 PSX PHILLIPS 66 Energy 31,386.0 $5.7M 0.21% -2K -7.2% $182.18 -2.5%
40 MCD MCDONALDS CORP Consumer Cyclical 18,031.0 $5.6M 0.21% -4K -19.7% $310.80 -9.2%
Page 2 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%