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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NKE NIKE INC Consumer Cyclical 9,791.0 $517K 0.15% -735.0 -7.0% $52.82 -20.8%
22 EQT EQT CORP Energy 8,017.0 $510K 0.15% -2K -20.2% $63.64 -19.1%
23 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,371.0 $494K 0.14% -288.0 -3.0% $52.76 -12.0%
24 RGLD ROYAL GOLD INC Basic Materials 1,869.0 $476K 0.14% -170.0 -8.3% $254.44 -20.5%
25 GSIE GOLDMAN SACHS ETF TR 4,967.0 $445K 0.13% -280.0 -5.3% $89.59 -49.7%
26 XLF SELECT SECTOR SPDR TR 8,868.0 $438K 0.12% -2K -19.8% $49.37 +8.8%
27 VTI VANGUARD INDEX FDS 2,827.0 $374K 0.11% -6K -68.4% $132.31 +174.8%
28 VST VISTRA CORP Utilities 2,480.0 $373K 0.11% -150.0 -5.7% $150.33 +8.0%
29 DG DOLLAR GEN CORP Consumer Defensive 3,025.0 $359K 0.10% -88.0 -2.8% $118.73 +0.4%
30 FTXL FIRST TR EXCHANGE TRADED FD 2,265.0 $334K 0.10% -150.0 -6.2% $147.47 +84.1%
31 ARCC ARES CAPITAL CORP Financial Services 18,268.0 $329K 0.09% -5K -20.8% $18.02 -0.9%
32 BX BLACKSTONE INC Financial Services 2,843.0 $327K 0.09% -1K -33.9% $114.99 -1.7%
33 HD HOME DEPOT INC Consumer Cyclical 955.0 $314K 0.09% -6.0 -0.6% $328.93 +4.2%
34 CRM SALESFORCE INC Technology 1,625.0 $303K 0.09% -1K -43.4% $186.67 -18.2%
35 IBB ISHARES TR 1,741.0 $294K 0.08% -467.0 -21.1% $168.82 +7.5%
36 JAAA JANUS DETROIT STR TR 5,832.0 $294K 0.08% -337.0 -5.5% $50.37 +0.5%
37 COF CAPITAL ONE FINL CORP Financial Services 1,593.0 $291K 0.08% -2K -60.2% $182.43 +9.9%
38 SPGI S&P GLOBAL INC Financial Services 574.0 $244K 0.07% -21.0 -3.5% $425.49 -5.4%
39 J P MORGAN EXCHANGE TRADED F 3,955.0 $242K 0.07% -168.0 -4.1% $61.31
40 AI C3 AI INC Technology 27,860.0 $235K 0.07% -654.0 -2.3% $8.42 +10.7%
Page 2 of 4  ·  61 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%