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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 4 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESML ISHARES TR 1,194.0 $169K 0.05% NEW $141.42 -61.6%
62 CRWD CROWDSTRIKE HLDGS INC Technology 432.0 $169K 0.05% NEW $390.41 +72.4%
63 RKLB ROCKET LAB CORP Industrials 2,570.0 $165K 0.05% NEW $64.22 +33.0%
64 NEM NEWMONT CORP Basic Materials 1,508.0 $163K 0.05% NEW $108.25 -13.1%
65 VNQ VANGUARD INDEX FDS 1,125.0 $163K 0.05% NEW $144.95 -33.1%
66 OXY OCCIDENTAL PETE CORP Energy 2,504.0 $163K 0.05% NEW $65.00 -21.4%
67 PHG KONINKLIJKE PHILIPS N V Healthcare 5,886.0 $161K 0.05% NEW $27.40 -2.4%
68 GDXJ VANECK ETF TRUST 1,309.0 $157K 0.04% NEW $120.04 -20.0%
69 QCOM QUALCOMM INC Technology 1,208.0 $156K 0.04% NEW $128.78 +53.3%
70 AEM AGNICO EAGLE MINES LTD Basic Materials 765.0 $155K 0.04% NEW $202.98 -24.4%
71 IXN ISHARES TR 1,064.0 $151K 0.04% NEW $142.38 -2.5%
72 ASTS AST SPACEMOBILE INC Technology 1,820.0 $151K 0.04% NEW $82.87 -17.9%
73 INTC INTEL CORP Technology 3,400.0 $150K 0.04% NEW $44.13 +198.3%
74 DTE DTE ENERGY CO Utilities 1,000.0 $146K 0.04% NEW $146.22 +3.3%
75 OKE ONEOK INC NEW Energy 1,575.0 $142K 0.04% NEW $90.39 -3.4%
76 TFC TRUIST FINL CORP Financial Services 3,088.0 $142K 0.04% NEW $45.97 +8.3%
77 SHV ISHARES TR 5,400.0 $142K 0.04% NEW $26.25 +320.2%
78 CTAS CINTAS CORP Industrials 826.0 $140K 0.04% NEW $169.23 +1.0%
79 MKL MARKEL GROUP INC Financial Services 72.0 $138K 0.04% NEW $1914.07 -0.7%
80 GEM GOLDMAN SACHS ETF TR 1,095.0 $137K 0.04% NEW $125.13 -59.2%
Page 4 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%