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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 8 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 BK BANK NEW YORK MELLON CORP Financial Services 633 $75K 0.02% SOLD
142 FLOT ISHARES TR 1,472 $75K 0.02% SOLD
143 TMO THERMO FISHER SCIENTIFIC INC Healthcare 152 $75K 0.02% SOLD
144 NI NISOURCE INC Utilities 1,583 $74K 0.02% SOLD
145 PDBC INVESCO ACTVELY MNGD ETC FD 4,228 $73K 0.02% SOLD
146 CINF CINCINNATI FINL CORP Financial Services 465 $73K 0.02% SOLD
147 IYE ISHARES TR 1,354 $72K 0.02% SOLD
148 BP BP PLC Energy 1,536 $72K 0.02% SOLD
149 HAL HALLIBURTON CO Energy 1,800 $70K 0.02% SOLD
150 AXON AXON ENTERPRISE INC Industrials 165 $70K 0.02% SOLD
151 MKC MCCORMICK & CO INC Consumer Defensive 1,389 $70K 0.02% SOLD
152 FNV FRANCO NEV CORP Basic Materials 277 $68K 0.02% SOLD
153 WCC WESCO INTL INC Industrials 250 $68K 0.02% SOLD
154 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 248 $68K 0.02% SOLD
155 AXS AXIS CAP HLDGS LTD Financial Services 672 $68K 0.02% SOLD
156 AFL AFLAC INC Financial Services 617 $68K 0.02% SOLD
157 RDDT REDDIT INC Communication Services 502 $68K 0.02% SOLD
158 DTM DT MIDSTREAM INC Energy 500 $67K 0.02% SOLD
159 TOL TOLL BROTHERS INC Consumer Cyclical 491 $67K 0.02% SOLD
160 DV DOUBLEVERIFY HLDGS INC Technology 1,200 $66K 0.02% SOLD
Page 8 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%