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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 11 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,715 $51K 0.01% SOLD
202 ES EVERSOURCE ENERGY Utilities 736 $51K 0.01% SOLD
203 SPAB SPDR SERIES TRUST 672 $51K 0.01% SOLD
204 CL COLGATE PALMOLIVE CO Consumer Defensive 594 $51K 0.01% SOLD
205 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12 $51K 0.01% SOLD
206 PSX PHILLIPS 66 Energy 276 $50K 0.01% SOLD
207 SHOP SHOPIFY INC Technology 417 $49K 0.01% SOLD
208 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 1,354 $49K 0.01% SOLD
209 LOW LOWES COS INC Consumer Cyclical 204 $48K 0.01% SOLD
210 ERTH INVESCO EXCHANGE TRADED FD T 1,000 $47K 0.01% SOLD
211 BSCQ INVESCO EXCH TRD SLF IDX FD 2,404 $47K 0.01% SOLD
212 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 663 $47K 0.01% SOLD
213 OEF ISHARES TR 146 $46K 0.01% SOLD
214 HCI HCI GROUP INC Financial Services 300 $46K 0.01% SOLD
215 TEM TEMPUS AI INC Healthcare 1,025 $46K 0.01% SOLD
216 UPS UNITED PARCEL SVCS INC Industrials 471 $46K 0.01% SOLD
217 QBTS D-WAVE QUANTUM INC Technology 3,206 $46K 0.01% SOLD
218 KKR KKR & CO INC 500 $46K 0.01% SOLD
219 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 24 $45K 0.01% SOLD
220 NVS NOVARTIS AG Healthcare 295 $45K 0.01% SOLD
Page 11 of 14  ·  272 positions
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%