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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 15 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XAR SPDR SERIES TRUST 910.0 $261K 0.06% -103.0 -10.2% $286.84 -7.0%
282 CME CME GROUP INC Financial Services 1,140.0 $261K 0.06% -954.0 -45.6% $228.70 +22.9%
283 AI C3 AI INC Technology 27,383.0 $258K 0.06% -477.0 -1.7% $9.44 +2.8%
284 SCHX SCHWAB STRATEGIC TR 8,749.0 $258K 0.06% NEW $29.48 +2.5%
285 VUG VANGUARD INDEX FDS 2,982.0 $258K 0.06% NEW $86.42 +1.2%
286 MAIN MAIN STR CAP CORP Financial Services 4,921.0 $256K 0.06% +2K +53.4% $52.11 +12.1%
287 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 279.0 $255K 0.06% +16.0 +6.1% $914.47 -7.4%
288 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,148.0 $254K 0.06% $80.77 +10.3%
289 QQQM INVESCO EXCH TRADED FD TR II 848.0 $254K 0.06% $299.54 -2.2%
290 IGV ISHARES TR 2,689.0 $253K 0.06% +1K +106.8% $94.09 +8.8%
291 SMCI SUPER MICRO COMPUTER INC Technology 8,752.0 $247K 0.05% -225.0 -2.5% $28.17 +32.8%
292 TRV TRAVELERS COS INC Financial Services 730.0 $246K 0.05% -157.0 -17.7% $336.89 +10.2%
293 MSC INCOME FUND INC 20,437.0 $242K 0.05% +5K +29.5% $11.85
294 POCT INNOVATOR ETFS TRUST 5,209.0 $242K 0.05% -1K -16.1% $46.45 +2.0%
295 BFEB INNOVATOR ETFS TRUST 4,579.0 $241K 0.05% NEW $52.63 +2.2%
296 TMDX TRANSMEDICS GROUP INC Healthcare 3,480.0 $240K 0.05% +2K +86.1% $69.06 +33.5%
297 IJR ISHARES TR 1,595.0 $237K 0.05% NEW $148.44 -1.1%
298 XMHQ INVESCO EXCHANGE TRADED FD T 2,045.0 $232K 0.05% NEW $113.26 +5.7%
299 QCOM QUALCOMM INC Technology 1,208.0 $228K 0.05% $188.88 -13.3%
300 SCHF SCHWAB STRATEGIC TR 8,260.0 $226K 0.05% -2K -18.2% $27.35 +4.0%
Page 15 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%