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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 8 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CII BLACKROCK ENHANCED LARGE CAP Financial Services 3,965.0 $83K 0.02% NEW $21.02 +18.9%
142 IEUR ISHARES TR 1,053.0 $83K 0.02% NEW $78.66 -5.3%
143 PAYX PAYCHEX INC Industrials 895.0 $82K 0.02% NEW $92.12 +5.0%
144 VGK VANGUARD INTL EQUITY INDEX F 1,084.0 $81K 0.02% NEW $75.10 +17.0%
145 EXC EXELON CORP Utilities 1,650.0 $81K 0.02% NEW $49.02 -4.6%
146 NNN NNN REIT INC Real Estate 1,924.0 $81K 0.02% NEW $42.03 +10.3%
147 TM TOYOTA MOTOR CORP Consumer Cyclical 390.0 $80K 0.02% NEW $206.09 -19.2%
148 MCO MOODYS CORP Financial Services 184.0 $80K 0.02% NEW $436.25 +0.6%
149 DNP DNP SELECT INCOME FD INC Financial Services 7,690.0 $79K 0.02% NEW $10.30 +5.6%
150 BBDC BARINGS BDC INC Financial Services 9,614.0 $79K 0.02% NEW $8.23 -1.1%
151 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 4,000.0 $79K 0.02% NEW $19.78 -32.7%
152 IEMG ISHARES INC 1,117.0 $78K 0.02% NEW $69.75 +17.8%
153 MRSH MARSH & MCLENNAN COS INC Financial Services 447.0 $78K 0.02% NEW $173.45 -6.5%
154 XHYT BONDBLOXX ETF TRUST 485.0 $77K 0.02% NEW $158.81 -78.8%
155 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,395.0 $77K 0.02% NEW $32.01 +0.8%
156 IVE ISHARES TR 363.0 $77K 0.02% NEW $211.15 +7.1%
157 JKHY HENRY JACK & ASSOC INC Technology 478.0 $76K 0.02% NEW $158.04 -18.6%
158 BK BANK NEW YORK MELLON CORP Financial Services 633.0 $75K 0.02% NEW $118.66 +23.4%
159 FLOT ISHARES TR 1,472.0 $75K 0.02% NEW $50.95 +0.1%
160 TMO THERMO FISHER SCIENTIFIC INC Healthcare 152.0 $75K 0.02% NEW $491.53 +2.9%
Page 8 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%