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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 5 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 869.0 $137K 0.04% NEW $157.29 -17.3%
82 PG PROCTER & GAMBLE CO Consumer Defensive 943.0 $136K 0.04% NEW $144.44 +5.3%
83 NET CLOUDFLARE INC Technology 652.0 $135K 0.04% NEW $206.34 +8.3%
84 BLSH BULLISH Technology 3,750.0 $134K 0.04% NEW $35.73 -34.3%
85 L LOEWS CORP Financial Services 1,250.0 $133K 0.04% NEW $106.74 +4.9%
86 GLW CORNING INC Technology 977.0 $133K 0.04% NEW $135.91 +51.4%
87 FBCV FIDELITY COVINGTON TRUST 7,403.0 $132K 0.04% NEW $17.85 +118.8%
88 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,979.0 $131K 0.04% NEW $43.82 +8.1%
89 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,000.0 $127K 0.04% NEW $63.26 +10.5%
90 CVS CVS HEALTH CORP Healthcare 3,207.0 $125K 0.04% NEW $39.04 +160.9%
91 COP CONOCOPHILLIPS Energy 946.0 $125K 0.04% NEW $132.00 -19.0%
92 PFE PFIZER INC Healthcare 4,389.0 $123K 0.04% NEW $28.08 -14.4%
93 PNC PNC FINL SVCS GROUP INC Financial Services 585.0 $122K 0.04% NEW $208.09 +15.3%
94 HSBC HSBC HLDGS PLC Financial Services 1,474.0 $122K 0.04% NEW $82.49 +13.8%
95 MAR MARRIOTT INTL INC NEW Consumer Cyclical 369.0 $121K 0.04% NEW $327.14 +17.2%
96 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 101,905.0 $118K 0.03% NEW $1.16 +7459.0%
97 FDX FEDEX CORP Industrials 331.0 $118K 0.03% NEW $356.42 -11.1%
98 SOFI SOFI TECHNOLOGIES INC Financial Services 7,425.0 $118K 0.03% NEW $15.88 +9.0%
99 DPZ DOMINOS PIZZA INC Consumer Cyclical 321.0 $115K 0.03% NEW $358.79 -19.8%
100 CI THE CIGNA GROUP Healthcare 431.0 $115K 0.03% NEW $266.75 +4.8%
Page 5 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%