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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 3 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 73,322.0 $5.6M 0.21% -3K -3.7% $76.05 +7.1%
42 UBER UBER TECHNOLOGIES INC Technology 75,564.0 $5.4M 0.20% -10K -11.9% $71.93 -0.2%
43 NEAR ISHARES U S ETF TR 106,149.0 $5.4M 0.20% -5K -4.5% $50.84 -0.4%
44 HD HOME DEPOT INC Consumer Cyclical 16,105.0 $5.3M 0.20% -5K -23.1% $328.89 -4.8%
45 IMCB ISHARES TR 63,430.0 $5.3M 0.20% -700.0 -1.1% $83.43 +10.4%
46 AEM AGNICO EAGLE MINES LTD Basic Materials 25,823.0 $5.2M 0.19% -736.0 -2.8% $202.98 -13.3%
47 HWM HOWMET AEROSPACE INC Industrials 22,196.0 $5.1M 0.19% -3K -12.7% $230.46 +11.3%
48 RPV INVESCO EXCHANGE TRADED FD T 47,201.0 $5.1M 0.19% -884.0 -1.8% $107.39 +5.0%
49 IDEV ISHARES TR 59,428.0 $5.0M 0.18% -2K -3.9% $83.57 +7.3%
50 IBB ISHARES TR 29,057.0 $4.9M 0.18% -42K -59.1% $168.85 -0.0%
51 AVUV AMERICAN CENTY ETF TR 44,064.0 $4.9M 0.18% -2K -3.8% $110.47 +8.7%
52 MOAT VANECK ETF TRUST 50,154.0 $4.8M 0.18% -11K -17.5% $96.70 +5.7%
53 PWR QUANTA SVCS INC Industrials 8,787.0 $4.8M 0.18% -91.0 -1.0% $549.02 +31.8%
54 XLU SELECT SECTOR SPDR TR 104,944.0 $4.8M 0.18% -134K -56.0% $45.89 -1.2%
55 FTSM FIRST TR EXCHANGE-TRADED FD 80,131.0 $4.8M 0.18% -99K -55.4% $59.78 +0.3%
56 XLV SELECT SECTOR SPDR TR 31,832.0 $4.7M 0.17% -25K -43.9% $146.61 +2.2%
57 GE GE AEROSPACE Industrials 16,113.0 $4.6M 0.17% -2K -13.1% $283.78 +6.7%
58 XLC SELECT SECTOR SPDR TR 41,012.0 $4.5M 0.17% -4K -8.6% $110.86 +4.1%
59 MTUM ISHARES TR 18,596.0 $4.5M 0.17% -6K -23.2% $240.00 +26.5%
60 SDVY FIRST TR EXCHANGE TRADED FD 112,877.0 $4.5M 0.17% -6K -5.1% $39.43 +5.4%
Page 3 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%