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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 15 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DPZ DOMINOS PIZZA INC Consumer Cyclical 321.0 $115K 0.03% NEW $358.79 -20.4%
282 CI THE CIGNA GROUP Healthcare 431.0 $115K 0.03% NEW $266.75 +5.7%
283 SHEL SHELL PLC Energy 1,236.0 $115K 0.03% NEW $93.00 -16.8%
284 DDS DILLARDS INC Consumer Cyclical 200.0 $114K 0.03% NEW $572.11 +1.6%
285 HSY HERSHEY CO Consumer Defensive 544.0 $113K 0.03% NEW $207.97 -15.0%
286 DHR DANAHER CORP DEL Healthcare 596.0 $113K 0.03% NEW $189.68 +1.9%
287 OBND SSGA ACTIVE TR 4,550.0 $113K 0.03% NEW $24.82 +4.0%
288 MSI MOTOROLA SOLUTIONS INC Technology 260.0 $113K 0.03% NEW $433.97 -8.5%
289 MLM MARTIN MARIETTA MATLS INC Basic Materials 190.0 $112K 0.03% NEW $588.68 +6.8%
290 EMXC ISHARES INC 1,950.0 $111K 0.03% NEW $56.79 +78.9%
291 TXN TEXAS INSTRS INC Technology 562.0 $109K 0.03% -3K -84.9% $194.14 +60.6%
292 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 371.0 $109K 0.03% NEW $292.75 +32.3%
293 MYMF SSGA ACTIVE TR 3,200.0 $108K 0.03% NEW $33.87 -26.5%
294 JBL JABIL INC Technology 408.0 $108K 0.03% NEW $265.63 +41.0%
295 IEFA ISHARES TR 1,182.0 $107K 0.03% NEW $90.52 +6.1%
296 BBC ETFIS SER TR I 2,000.0 $104K 0.03% NEW $52.07 -4.6%
297 IGV ISHARES TR 1,300.0 $104K 0.03% NEW $80.05 +5.9%
298 FIX COMFORT SYS USA INC Industrials 75.0 $104K 0.03% NEW $1380.23 +46.2%
299 IWB ISHARES TR 290.0 $103K 0.03% NEW $356.72 +12.6%
300 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 263.0 $103K 0.03% NEW $391.76 +161.7%
Page 15 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%