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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 9 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NI NISOURCE INC Utilities 1,583.0 $74K 0.02% NEW $46.66 +2.5%
162 PDBC INVESCO ACTVELY MNGD ETC FD 4,228.0 $73K 0.02% NEW $17.32 -7.0%
163 CINF CINCINNATI FINL CORP Financial Services 465.0 $73K 0.02% NEW $157.35 +13.0%
164 IYE ISHARES TR 1,354.0 $72K 0.02% NEW $53.35 +7.8%
165 BP BP PLC Energy 1,536.0 $72K 0.02% NEW $47.00 -19.7%
166 HAL HALLIBURTON CO Energy 1,800.0 $70K 0.02% NEW $38.99 -11.1%
167 AXON AXON ENTERPRISE INC Industrials 165.0 $70K 0.02% NEW $424.69 +4.7%
168 MKC MCCORMICK & CO INC Consumer Defensive 1,389.0 $70K 0.02% NEW $50.44 -4.1%
169 FNV FRANCO NEV CORP Basic Materials 277.0 $68K 0.02% NEW $247.05 -15.0%
170 WCC WESCO INTL INC Industrials 250.0 $68K 0.02% NEW $273.62 +30.7%
171 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 248.0 $68K 0.02% NEW $275.25 +17.2%
172 AXS AXIS CAP HLDGS LTD Financial Services 672.0 $68K 0.02% NEW $101.41 +3.2%
173 AFL AFLAC INC Financial Services 617.0 $68K 0.02% NEW $109.68 +7.8%
174 RDDT REDDIT INC Communication Services 502.0 $68K 0.02% NEW $134.65 +17.2%
175 DTM DT MIDSTREAM INC Energy 500.0 $67K 0.02% NEW $134.67 +11.2%
176 TOL TOLL BROTHERS INC Consumer Cyclical 491.0 $67K 0.02% NEW $136.47 +18.8%
177 DV DOUBLEVERIFY HLDGS INC Technology 1,200.0 $66K 0.02% NEW $54.74 -81.8%
178 PPG PPG INDS INC Basic Materials 606.0 $65K 0.02% NEW $106.88 +14.5%
179 VRSN VERISIGN INC Technology 259.0 $64K 0.02% NEW $248.36 +1.0%
180 SBUX STARBUCKS CORP Consumer Cyclical 716.0 $64K 0.02% NEW $89.54 +15.2%
Page 9 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%