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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 10 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LEMB ISHARES INC 12,681.0 $537K 0.12% NEW $42.36 +2.2%
182 ULTA ULTA BEAUTY INC Consumer Cyclical 1,172.0 $532K 0.12% +22.0 +1.9% $454.22 +18.6%
183 UNP UNION PAC CORP Industrials 1,896.0 $528K 0.12% +684.0 +56.4% $278.56 +12.2%
184 HUM HUMANA INC Healthcare 1,286.0 $527K 0.12% +1K +484.6% $409.97 -5.0%
185 BE BLOOM ENERGY CORP Industrials 1,785.0 $527K 0.12% -1K -41.2% $295.28 -26.5%
186 BAC BANK OF AMER CORP Financial Services 9,005.0 $525K 0.12% +968.0 +12.0% $58.33 +6.9%
187 LIN LINDE PLC Basic Materials 977.0 $525K 0.11% +50.0 +5.4% $536.87 -8.7%
188 CRPT FIRST TR EXCHNG TRADED FD VI 42,772.0 $518K 0.11% NEW $12.12 +18.3%
189 VXUS VANGUARD STAR FDS 6,110.0 $517K 0.11% NEW $84.68 +3.7%
190 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,635.0 $515K 0.11% +391.0 +9.2% $111.20 -0.6%
191 BNOV INNOVATOR ETFS TRUST 10,718.0 $513K 0.11% NEW $47.90 +2.2%
192 PEP PEPSICO INC Consumer Defensive 3,573.0 $503K 0.11% -451.0 -11.2% $140.78 +1.1%
193 KO COCA COLA CO Consumer Defensive 6,086.0 $496K 0.11% +760.0 +14.3% $81.44 +10.9%
194 NEE NEXTERA ENERGY INC Utilities 5,701.0 $495K 0.11% -228.0 -3.9% $86.81 -3.0%
195 MCD MCDONALDS CORP Consumer Cyclical 1,806.0 $490K 0.11% +350.0 +24.0% $271.28 -1.6%
196 EMB ISHARES TR 5,051.0 $485K 0.11% NEW $96.04 -0.8%
197 DELL DELL TECHNOLOGIES INC Technology 1,126.0 $483K 0.10% -24.0 -2.1% $429.00 +8.8%
198 ANGL VANECK ETF TRUST 16,602.0 $483K 0.10% NEW $29.09 -0.1%
199 OKLO OKLO INC Utilities 9,050.0 $482K 0.10% -520.0 -5.4% $53.21 -22.7%
200 TJX TJX COS INC NEW Consumer Cyclical 3,175.0 $481K 0.10% +346.0 +12.2% $151.58 -9.0%
Page 10 of 17  ·  322 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%