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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 4 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CDNS CADENCE DESIGN SYSTEM INC Technology 530 $147K 0.04% SOLD
62 DTE DTE ENERGY CO Utilities 1,000 $146K 0.04% SOLD
63 OKE ONEOK INC NEW Energy 1,575 $142K 0.04% SOLD
64 TFC TRUIST FINL CORP Financial Services 3,088 $142K 0.04% SOLD
65 SHV ISHARES TR 5,400 $142K 0.04% SOLD
66 CTAS CINTAS CORP Industrials 826 $140K 0.04% SOLD
67 MKL MARKEL GROUP INC Financial Services 72 $138K 0.04% SOLD
68 GEM GOLDMAN SACHS ETF TR 1,095 $137K 0.04% SOLD
69 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 869 $137K 0.04% SOLD
70 NET CLOUDFLARE INC Technology 652 $135K 0.04% SOLD
71 BLSH BULLISH Technology 3,750 $134K 0.04% SOLD
72 L LOEWS CORP Financial Services 1,250 $133K 0.04% SOLD
73 FBCV FIDELITY COVINGTON TRUST 7,403 $132K 0.04% SOLD
74 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,979 $131K 0.04% SOLD
75 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,000 $127K 0.04% SOLD
76 CVS CVS HEALTH CORP Healthcare 3,207 $125K 0.04% SOLD
77 COP CONOCOPHILLIPS Energy 946 $125K 0.04% SOLD
78 PFE PFIZER INC Healthcare 4,389 $123K 0.04% SOLD
79 PNC PNC FINL SVCS GROUP INC Financial Services 585 $122K 0.04% SOLD
80 HSBC HSBC HLDGS PLC Financial Services 1,474 $122K 0.04% SOLD
Page 4 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%