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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 12 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPAB SPDR SERIES TRUST 672.0 $51K 0.01% NEW $75.85 -66.3%
222 CL COLGATE PALMOLIVE CO Consumer Defensive 594.0 $51K 0.01% NEW $85.23 +6.8%
223 PSX PHILLIPS 66 Energy 276.0 $50K 0.01% NEW $182.18 -5.7%
224 SHOP SHOPIFY INC Technology 417.0 $49K 0.01% NEW $118.62 -5.9%
225 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 1,354.0 $49K 0.01% NEW $36.12 +0.7%
226 LOW LOWES COS INC Consumer Cyclical 204.0 $48K 0.01% NEW $236.28 -6.1%
227 ERTH INVESCO EXCHANGE TRADED FD T 1,000.0 $47K 0.01% NEW $47.41 -1.1%
228 BSCQ INVESCO EXCH TRD SLF IDX FD 2,404.0 $47K 0.01% NEW $19.53 -0.1%
229 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 663.0 $47K 0.01% NEW $70.51 -34.3%
230 OEF ISHARES TR 146.0 $46K 0.01% NEW $318.07 +12.4%
231 HCI HCI GROUP INC Financial Services 300.0 $46K 0.01% NEW $154.61 +12.0%
232 TEM TEMPUS AI INC Healthcare 1,025.0 $46K 0.01% NEW $45.22 +21.3%
233 UPS UNITED PARCEL SVCS INC Industrials 471.0 $46K 0.01% NEW $98.38 +11.1%
234 QBTS D-WAVE QUANTUM INC Technology 3,206.0 $46K 0.01% NEW $14.43 +51.8%
235 KKR KKR & CO INC Financial Services 500.0 $46K 0.01% NEW $92.50 +0.2%
236 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 24.0 $45K 0.01% NEW $1884.67 +10.9%
237 NVS NOVARTIS AG Healthcare 295.0 $45K 0.01% NEW $152.75 +1.6%
238 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1,395.0 $45K 0.01% NEW $32.12 +1.3%
239 SWKS SKYWORKS SOLUTIONS INC Technology 832.0 $45K 0.01% NEW $53.55 +30.6%
240 APA APA CORPORATION Energy 1,042.0 $44K 0.01% NEW $42.44 -21.3%
Page 12 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%