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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $458M AUM 322 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 112 Added 72 Reduced 272 Exited
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRV TRAVELERS COS INC Financial Services 730.0 $246K 0.05% -157.0 -17.7% $336.89 +9.7%
62 POCT INNOVATOR ETFS TRUST 5,209.0 $242K 0.05% -1K -16.1% $46.45 +1.9%
63 SCHF SCHWAB STRATEGIC TR 8,260.0 $226K 0.05% -2K -18.2% $27.35 +4.5%
64 SHY ISHARES TR 2,744.0 $225K 0.05% -886.0 -24.4% $81.87 +0.3%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,247.0 $224K 0.05% -13.0 -1.0% $179.71 +7.9%
66 CRSP CRISPR THERAPEUTICS AG Healthcare 4,010.0 $222K 0.05% -350.0 -8.0% $55.48 +9.8%
67 SPMD SPDR SERIES TRUST 3,304.0 $222K 0.05% -12K -78.7% $67.24 -0.8%
68 ETN EATON CORP PLC Industrials 522.0 $217K 0.05% -6.0 -1.1% $416.41 -1.7%
69 SPGI S&P GLOBAL INC Financial Services 502.0 $210K 0.05% -72.0 -12.5% $418.98 +3.3%
70 GLW CORNING INC Technology 928.0 $203K 0.04% -49.0 -5.0% $219.08 -32.8%
71 ARI APOLLO COML REAL ESTATE FIN Real Estate 15,692.0 $167K 0.04% -436.0 -2.7% $10.62 -35.4%
72 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 11,359.0 $56K 0.01% -4K -27.2% $4.96 +2.2%
Page 4 of 4  ·  72 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 39.3%
Financial Services 16.6%
Healthcare 10.4%
Consumer Cyclical 7.9%
Communication Services 6.7%
Energy 6.5%
Industrials 6.2%
Consumer Defensive 3.0%
Utilities 2.1%
Real Estate 0.8%