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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GSIE GOLDMAN SACHS ETF TR 6,092.0 $277K 0.06% +1K +22.6% $45.50 +6.5%
102 MAIN MAIN STR CAP CORP Financial Services 4,921.0 $256K 0.06% +2K +53.4% $52.11 +12.3%
103 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 279.0 $255K 0.06% +16.0 +6.1% $914.47 -10.1%
104 IGV ISHARES TR 2,689.0 $253K 0.06% +1K +106.8% $94.09 +8.3%
105 MSC INCOME FUND INC 20,437.0 $242K 0.05% +5K +29.5% $11.85
106 TMDX TRANSMEDICS GROUP INC Healthcare 3,480.0 $240K 0.05% +2K +86.1% $69.06 +35.5%
107 PG PROCTER & GAMBLE CO Consumer Defensive 1,535.0 $224K 0.05% +592.0 +62.8% $146.15 -0.5%
108 FDX FEDEX CORP Industrials 709.0 $224K 0.05% +378.0 +114.2% $315.48 +5.8%
109 MRK MERCK & CO INC Healthcare 1,772.0 $223K 0.05% +1K +129.5% $125.99 +24.2%
110 SOFI SOFI TECHNOLOGIES INC Financial Services 11,725.0 $218K 0.05% +4K +57.9% $18.64 +2.0%
111 AEP AMERICAN ELEC PWR CO INC Utilities 1,493.0 $202K 0.04% +26.0 +1.8% $135.13 -9.1%
112 BBDC BARINGS BDC INC Financial Services 11,833.0 $102K 0.02% +2K +23.1% $8.61 +9.8%
Page 6 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%