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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 4 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TE T1 ENERGY INC Industrials 2,059,736.0 $9.0M 0.34% +267K +14.9% $4.39 +84.1%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 61,070.0 $8.9M 0.33% -7K -10.3% $146.28 -6.4%
63 CSX CSX CORP Industrials 212,976.0 $8.7M 0.32% $41.05 +10.9%
64 CRWD CROWDSTRIKE HLDGS INC Technology 21,950.0 $8.6M 0.32% +8K +57.7% $390.42 +69.9%
65 VO VANGUARD INDEX FDS 29,711.0 $8.5M 0.32% +789.0 +2.7% $287.18 -72.8%
66 IWM ISHARES TR 34,173.0 $8.5M 0.31% +6K +21.4% $248.00 +15.0%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,456.0 $8.4M 0.31% -430.0 -4.8% $996.53 +3.2%
68 MINT PIMCO ETF TR 82,984.0 $8.3M 0.31% -2K -2.0% $100.57 +0.1%
69 DIA STATE STR SPDR DOW JONES IND Financial Services 17,725.0 $8.2M 0.30% +435.0 +2.5% $463.21 +9.3%
70 XLF SELECT SECTOR SPDR TR 165,786.0 $8.2M 0.30% +36K +27.5% $49.37 +5.2%
71 HFXI NEW YORK LIFE INVESTMENTS ET 242,052.0 $8.1M 0.30% -18K -6.9% $33.58 +10.2%
72 FPE FIRST TR EXCH TRADED FD III 451,344.0 $8.0M 0.30% +67K +17.5% $17.75 +1.0%
73 SCHV SCHWAB STRATEGIC TR 256,598.0 $7.8M 0.29% +3K +1.1% $30.50 +9.2%
74 FEZ SPDR INDEX SHS FDS 125,721.0 $7.8M 0.29% +54K +74.6% $62.08 +8.2%
75 FTGC FIRST TR EXCHANGE TRAD FD VI 268,549.0 $7.7M 0.29% +23K +9.3% $28.71 +2.3%
76 VGT VANGUARD WORLD FD 11,036.0 $7.7M 0.28% +177.0 +1.6% $697.75 -83.4%
77 USMV ISHARES TR 81,273.0 $7.5M 0.28% +3K +4.2% $92.74 +4.5%
78 ILCB ISHARES TR 83,274.0 $7.5M 0.28% -2K -1.9% $89.86 +14.9%
79 ABBV ABBVIE INC Healthcare 33,148.0 $7.2M 0.27% +2K +7.1% $217.49 -0.8%
80 DXJ WISDOMTREE TR 45,370.0 $7.2M 0.27% +39K +593.4% $158.58 +6.9%
Page 4 of 42  ·  829 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%