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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 3 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NUE NUCOR CORP Basic Materials 1,132 $191K 0.06% SOLD
42 ORC ORCHID IS CAP INC Real Estate 27,093 $190K 0.06% SOLD
43 YUM YUM BRANDS INC Consumer Cyclical 1,200 $187K 0.05% SOLD
44 IAU ISHARES GOLD TR Financial Services 2,094 $185K 0.05% SOLD
45 WRB BERKLEY W R CORP Financial Services 2,761 $183K 0.05% SOLD
46 JXN JACKSON FINANCIAL INC Financial Services 1,725 $182K 0.05% SOLD
47 SNPS SYNOPSYS INC Technology 455 $180K 0.05% SOLD
48 PPA INVESCO EXCHANGE TRADED FD T 1,694 $180K 0.05% SOLD
49 VGLT VANGUARD SCOTTSDALE FDS 3,166 $175K 0.05% SOLD
50 ALL ALLSTATE CORP Financial Services 836 $173K 0.05% SOLD
51 CEG CONSTELLATION ENERGY CORP Utilities 614 $171K 0.05% SOLD
52 ESML ISHARES TR 1,194 $169K 0.05% SOLD
53 RKLB ROCKET LAB CORP Industrials 2,570 $165K 0.05% SOLD
54 NEM NEWMONT CORP Basic Materials 1,508 $163K 0.05% SOLD
55 VNQ VANGUARD INDEX FDS 1,125 $163K 0.05% SOLD
56 OXY OCCIDENTAL PETE CORP Energy 2,504 $163K 0.05% SOLD
57 PHG KONINKLIJKE PHILIPS N V Healthcare 5,886 $161K 0.05% SOLD
58 GDXJ VANECK ETF TRUST 1,309 $157K 0.04% SOLD
59 AEM AGNICO EAGLE MINES LTD Basic Materials 765 $155K 0.04% SOLD
60 IXN ISHARES TR 1,064 $151K 0.04% SOLD
Page 3 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%