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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 17 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MYCN SSGA ACTIVE TR 2,132.0 $87K 0.03% NEW $40.78 -39.8%
322 IRT INDEPENDENCE RLTY TR INC Real Estate 5,820.0 $87K 0.03% NEW $14.89 +12.3%
323 ESGD ISHARES TR 882.0 $84K 0.02% NEW $95.62 +6.8%
324 M MACYS INC Consumer Cyclical 4,650.0 $84K 0.02% NEW $18.09 +41.8%
325 TT TRANE TECHNOLOGIES PLC Industrials 201.0 $84K 0.02% NEW $416.74 +20.7%
326 CII BLACKROCK ENHANCED LARGE CAP Financial Services 3,965.0 $83K 0.02% NEW $21.02 +18.6%
327 IEUR ISHARES TR 1,053.0 $83K 0.02% NEW $78.66 -5.3%
328 PAYX PAYCHEX INC Industrials 895.0 $82K 0.02% NEW $92.12 +5.3%
329 VGK VANGUARD INTL EQUITY INDEX F 1,084.0 $81K 0.02% NEW $75.10 +17.0%
330 EXC EXELON CORP Utilities 1,650.0 $81K 0.02% NEW $49.02 -4.4%
331 NNN NNN REIT INC Real Estate 1,924.0 $81K 0.02% NEW $42.03 +10.3%
332 TM TOYOTA MOTOR CORP Consumer Cyclical 390.0 $80K 0.02% NEW $206.09 -19.3%
333 MCO MOODYS CORP Financial Services 184.0 $80K 0.02% NEW $436.25 +1.2%
334 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 15,613.0 $80K 0.02% -11K -41.4% $5.10 -7.1%
335 DNP DNP SELECT INCOME FD INC Financial Services 7,690.0 $79K 0.02% NEW $10.30 +5.7%
336 BBDC BARINGS BDC INC Financial Services 9,614.0 $79K 0.02% NEW $8.23 -1.3%
337 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 4,000.0 $79K 0.02% NEW $19.78 -32.5%
338 IEMG ISHARES INC 1,117.0 $78K 0.02% NEW $69.75 +17.6%
339 MRSH MARSH & MCLENNAN COS INC Financial Services 447.0 $78K 0.02% NEW $173.45 -6.1%
340 XHYT BONDBLOXX ETF TRUST 485.0 $77K 0.02% NEW $158.81 -78.8%
Page 17 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%