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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 14 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ZTS ZOETIS INC Healthcare 324.0 $38K 0.01% NEW $118.12 -34.9%
262 HUM HUMANA INC Healthcare 220.0 $38K 0.01% NEW $173.39 +108.6%
263 BMY BRISTOL-MYERS SQUIBB CO Healthcare 628.0 $38K 0.01% NEW $60.65 -9.3%
264 PRG PROG HOLDINGS INC Industrials 1,321.0 $38K 0.01% NEW $28.69 +44.0%
265 FITB FIFTH THIRD BANCORP Financial Services 808.0 $38K 0.01% NEW $46.46 +18.3%
266 SNOW SNOWFLAKE INC Technology 248.0 $37K 0.01% NEW $150.82 +49.8%
267 EOG EOG RES INC Energy 257.0 $37K 0.01% NEW $144.57 -7.0%
268 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 515.0 $37K 0.01% NEW $71.18 -8.9%
269 MDT MEDTRONIC PLC Healthcare 415.0 $36K 0.01% NEW $86.65 -7.5%
270 FDVV FIDELITY COVINGTON TRUST 647.0 $36K 0.01% NEW $55.24 +9.5%
271 ROP ROPER TECHNOLOGIES INC Industrials 101.0 $36K 0.01% NEW $353.86 -6.3%
272 ACH ACCENDRA HEALTH INC Healthcare 329.0 $36K 0.01% NEW $108.22 -97.0%
273 SLYG SPDR SERIES TRUST 750.0 $35K 0.01% NEW $46.74 +146.6%
274 UBER UBER TECHNOLOGIES INC Technology 480.0 $35K 0.01% NEW $71.93 +2.7%
275 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 4,000.0 $34K 0.01% NEW $8.62 +8.1%
276 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 3,710.0 $34K 0.01% NEW $9.28 -19.0%
277 PJAN INNOVATOR ETFS TRUST 738.0 $34K 0.01% NEW $46.13 +6.6%
278 GSEU GOLDMAN SACHS ETF TR 451.0 $34K 0.01% NEW $74.55 -36.1%
279 PSIX POWER SOLUTIONS INTL INC Industrials 550.0 $33K 0.01% NEW $60.88 -36.9%
280 MRVL MARVELL TECHNOLOGY INC Technology 338.0 $33K 0.01% NEW $99.05 +179.4%
Page 14 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%