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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 11 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 449.0 $56K 0.02% NEW $125.46 -24.2%
202 GM GENERAL MTRS CO Consumer Cyclical 753.0 $56K 0.02% NEW $74.53 +5.4%
203 MDU MDU RES GROUP INC Industrials 2,695.0 $56K 0.02% NEW $20.72 +4.7%
204 LUV SOUTHWEST AIRLS CO Industrials 1,847.0 $56K 0.02% NEW $30.15 +72.8%
205 EET PROSHARES TR 1,057.0 $56K 0.02% NEW $52.64 +120.0%
206 ADBE ADOBE INC Technology 227.0 $55K 0.02% NEW $243.08 -20.4%
207 PGR PROGRESSIVE CORP Financial Services 275.0 $55K 0.02% NEW $198.24 +8.7%
208 CM CANADIAN IMPERIAL BANK OF CO Financial Services 575.0 $54K 0.02% NEW $94.75 +20.7%
209 HOMZ ETF SER SOLUTIONS 3,432.0 $54K 0.02% NEW $15.83 +196.4%
210 WELL WELLTOWER INC Real Estate 270.0 $53K 0.01% NEW $197.71 +13.2%
211 GFS GLOBALFOUNDRIES INC Technology 1,200.0 $53K 0.01% NEW $44.48 +93.6%
212 APLD APPLIED DIGITAL CORP Technology 2,230.0 $53K 0.01% NEW $23.74 +72.5%
213 EMR EMERSON ELEC CO Industrials 400.0 $52K 0.01% NEW $131.02 +10.9%
214 PGX INVESCO EXCH TRADED FD TR II 4,812.0 $52K 0.01% NEW $10.88 -0.6%
215 VRSK VERISK ANALYTICS INC Industrials 274.0 $52K 0.01% NEW $189.94 -6.8%
216 WY WEYERHAEUSER CO Real Estate 2,130.0 $52K 0.01% NEW $24.43 +5.4%
217 MELI MERCADOLIBRE INC Consumer Cyclical 30.0 $52K 0.01% NEW $1729.03 -6.3%
218 PECO PHILLIPS EDISON & CO INC Real Estate 1,382.0 $52K 0.01% NEW $37.42 +12.8%
219 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,715.0 $51K 0.01% NEW $29.99 -12.7%
220 ES EVERSOURCE ENERGY Utilities 736.0 $51K 0.01% NEW $69.28 +4.0%
Page 11 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%