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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 16 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SHY ISHARES TR 2,744.0 $225K 0.05% -886.0 -24.4% $81.87 +0.2%
302 PG PROCTER & GAMBLE CO Consumer Defensive 1,535.0 $224K 0.05% +592.0 +62.8% $146.15 -0.8%
303 PM PHILIP MORRIS INTL INC Consumer Defensive 1,247.0 $224K 0.05% -13.0 -1.0% $179.71 +8.0%
304 FDX FEDEX CORP Industrials 709.0 $224K 0.05% +378.0 +114.2% $315.48 +6.5%
305 MRK MERCK & CO INC Healthcare 1,772.0 $223K 0.05% +1K +129.5% $125.99 +21.6%
306 CRSP CRISPR THERAPEUTICS AG Healthcare 4,010.0 $222K 0.05% -350.0 -8.0% $55.48 +6.8%
307 SPMD SPDR SERIES TRUST 3,304.0 $222K 0.05% -12K -78.7% $67.24 -0.1%
308 QUAL ISHARES TR 1,012.0 $222K 0.05% NEW $219.09 +2.2%
309 SOFI SOFI TECHNOLOGIES INC Financial Services 11,725.0 $218K 0.05% +4K +57.9% $18.64 +1.1%
310 USIG ISHARES TR 4,262.0 $217K 0.05% NEW $51.03 -1.0%
311 ETN EATON CORP PLC Industrials 522.0 $217K 0.05% -6.0 -1.1% $416.41 +0.7%
312 FALN ISHARES TR 7,874.0 $214K 0.05% $27.12 -0.1%
313 SPGI S&P GLOBAL INC Financial Services 502.0 $210K 0.05% -72.0 -12.5% $418.98 +4.2%
314 POWL POWELL INDS INC Industrials 771.0 $204K 0.04% NEW $264.49 -27.5%
315 GLW CORNING INC Technology 928.0 $203K 0.04% -49.0 -5.0% $219.08 -30.3%
316 AEP AMERICAN ELEC PWR CO INC Utilities 1,493.0 $202K 0.04% +26.0 +1.8% $135.13 -8.7%
317 ARI APOLLO COML REAL ESTATE FIN Real Estate 15,692.0 $167K 0.04% -436.0 -2.7% $10.62 -35.9%
318 DX DYNEX CAP INC Real Estate 12,648.0 $164K 0.04% NEW $12.98 -0.8%
319 ECC EAGLE POINT CR CO Financial Services 39,870.0 $151K 0.03% NEW $3.77 +1.7%
320 BBDC BARINGS BDC INC Financial Services 11,833.0 $102K 0.02% +2K +23.1% $8.61 +8.6%
Page 16 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%