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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $349M AUM 506 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 288 New 92 Added 61 Reduced 93 Exited
Page 10 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USB US BANCORP Financial Services 1,229.0 $64K 0.02% NEW $52.01 +17.7%
182 EFG ISHARES TR 573.0 $64K 0.02% NEW $111.37 +10.5%
183 SILA SILA REALTY TRUST INC Real Estate 2,640.0 $63K 0.02% NEW $23.68 +28.2%
184 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,618.0 $62K 0.02% NEW $23.81 +96.2%
185 DOW DOW HLDGS INC Basic Materials 1,492.0 $62K 0.02% NEW $41.65 -29.6%
186 MAA MID-AMER APT CMNTYS INC Real Estate 507.0 $62K 0.02% NEW $122.12 +13.1%
187 IZRL ARK ETF TR 2,725.0 $61K 0.02% NEW $22.49 +28.1%
188 ARM ARM HOLDINGS PLC Technology 400.0 $61K 0.02% NEW $151.28 +129.8%
189 DE DEERE & CO Industrials 107.0 $60K 0.02% NEW $563.30 +12.0%
190 GAMESTOP CORP 2,600.0 $60K 0.02% NEW $23.04
191 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 400.0 $60K 0.02% NEW $149.52 +23.0%
192 CSX CSX CORP Industrials 1,456.0 $60K 0.02% NEW $41.05 +15.6%
193 TMUS T-MOBILE US INC Communication Services 283.0 $59K 0.02% NEW $210.11 -13.6%
194 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,200.0 $59K 0.02% NEW $48.78 -17.6%
195 KVUE KENVUE INC Consumer Defensive 3,389.0 $58K 0.02% NEW $17.24 +10.0%
196 EPR PPTYS 6,988.0 $57K 0.02% NEW $8.17
197 KEYS KEYSIGHT TECHNOLOGIES INC Technology 800.0 $57K 0.02% NEW $70.84 +408.3%
198 DWAS INVESCO EXCH TRADED FD TR II 575.0 $57K 0.02% NEW $98.47 +25.1%
199 BKU BANKUNITED INC Financial Services 3,209.0 $56K 0.02% NEW $17.58 +185.8%
200 CMS CMS ENERGY CORP Utilities 727.0 $56K 0.02% NEW $77.58 -0.6%
Page 10 of 15  ·  288 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 37.8%
Financial Services 13.2%
Energy 9.5%
Consumer Cyclical 9.2%
Communication Services 7.7%
Healthcare 7.5%
Industrials 5.9%
Consumer Defensive 3.6%
Utilities 2.9%
Real Estate 1.7%