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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $458M AUM 322 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 112 Added 72 Reduced 272 Exited
Page 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CBOE CBOE GLOBAL MKTS INC Financial Services 1,810.0 $455K 0.10% +1K +190.1% $251.37 +22.9%
82 DUK DUKE ENERGY CORP NEW Utilities 3,616.0 $455K 0.10% +559.0 +18.3% $125.80 -3.3%
83 IWM ISHARES TR 1,489.0 $448K 0.10% +393.0 +35.9% $300.88 -0.5%
84 C CITIGROUP INC Financial Services 3,170.0 $443K 0.10% +525.0 +19.9% $139.90 -4.8%
85 JAAA JANUS DETROIT STR TR 8,779.0 $443K 0.10% +3K +50.5% $50.49 +0.4%
86 VTR VENTAS INC Real Estate 4,455.0 $401K 0.09% +240.0 +5.7% $89.97 +4.3%
87 IBB ISHARES TR 2,020.0 $384K 0.08% +279.0 +16.0% $189.98 +13.9%
88 ASML ASML HLDG NV Technology 202.0 $372K 0.08% +79.0 +64.2% $1842.03 -5.3%
89 VXF VANGUARD INDEX FDS 1,510.0 $372K 0.08% +1K +221.3% $246.40 -1.0%
90 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,273.0 $371K 0.08% +30.0 +0.9% $113.43 +44.3%
91 COF CAPITAL ONE FINL CORP Financial Services 1,793.0 $366K 0.08% +200.0 +12.6% $204.03 +6.0%
92 J P MORGAN EXCHANGE TRADED F 4,880.0 $353K 0.08% +925.0 +23.4% $72.37
93 BX BLACKSTONE INC Financial Services 2,894.0 $346K 0.08% +51.0 +1.8% $119.63 +19.9%
94 IWF ISHARES TR 2,800.0 $345K 0.07% +2K +300.0% $123.25 -1.1%
95 CRWD CROWDSTRIKE HLDGS INC Technology 437.0 $337K 0.07% +5.0 +1.2% $193.00 -3.9%
96 ARMOUR RESIDENTIAL REIT INC 18,620.0 $324K 0.07% +305.0 +1.7% $17.40
97 MUB ISHARES TR 2,944.0 $316K 0.07% +46.0 +1.6% $107.27 -1.6%
98 CRM SALESFORCE INC Technology 1,798.0 $296K 0.06% +173.0 +10.7% $164.41 +25.1%
99 IWD ISHARES TR 1,195.0 $292K 0.06% +253.0 +26.9% $244.76 +5.5%
100 GD GENERAL DYNAMICS CORP Industrials 793.0 $288K 0.06% +151.0 +23.5% $362.72 +3.8%
Page 5 of 6  ·  112 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 39.3%
Financial Services 16.6%
Healthcare 10.4%
Consumer Cyclical 7.9%
Communication Services 6.7%
Energy 6.5%
Industrials 6.2%
Consumer Defensive 3.0%
Utilities 2.1%
Real Estate 0.8%