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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 13 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NEM NEWMONT CORP Basic Materials 1,508.0 $163K 0.05% NEW $108.25 -11.9%
242 VNQ VANGUARD INDEX FDS 1,125.0 $163K 0.05% NEW $144.95 -32.9%
243 OXY OCCIDENTAL PETE CORP Energy 2,504.0 $163K 0.05% NEW $65.00 -21.2%
244 ASML ASML HLDG NV Technology 123.0 $162K 0.05% -324.0 -72.5% $1320.83 +39.4%
245 PHG KONINKLIJKE PHILIPS N V Healthcare 5,886.0 $161K 0.05% NEW $27.40 -0.4%
246 GDXJ VANECK ETF TRUST 1,309.0 $157K 0.04% NEW $120.04 -18.4%
247 QCOM QUALCOMM INC Technology 1,208.0 $156K 0.04% NEW $128.78 +59.1%
248 AEM AGNICO EAGLE MINES LTD Basic Materials 765.0 $155K 0.04% NEW $202.98 -23.1%
249 IXN ISHARES TR 1,064.0 $151K 0.04% NEW $142.38 -1.4%
250 ASTS AST SPACEMOBILE INC Technology 1,820.0 $151K 0.04% NEW $82.87 -20.8%
251 INTC INTEL CORP Technology 3,400.0 $150K 0.04% NEW $44.13 +201.1%
252 CDNS CADENCE DESIGN SYSTEM INC Technology 530.0 $147K 0.04% -1K -69.3% $277.87 +32.5%
253 DTE DTE ENERGY CO Utilities 1,000.0 $146K 0.04% NEW $146.22 +4.5%
254 OKE ONEOK INC NEW Energy 1,575.0 $142K 0.04% NEW $90.39 -1.0%
255 TFC TRUIST FINL CORP Financial Services 3,088.0 $142K 0.04% NEW $45.97 +10.2%
256 SHV ISHARES TR 5,400.0 $142K 0.04% NEW $26.25 +320.3%
257 CTAS CINTAS CORP Industrials 826.0 $140K 0.04% NEW $169.23 -0.1%
258 MKL MARKEL GROUP INC Financial Services 72.0 $138K 0.04% NEW $1914.07 -1.6%
259 GEM GOLDMAN SACHS ETF TR 1,095.0 $137K 0.04% NEW $125.13 -58.6%
260 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 869.0 $137K 0.04% NEW $157.29 -20.9%
Page 13 of 24  ·  477 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%