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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 21 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VRSK VERISK ANALYTICS INC Industrials 274.0 $52K 0.01% NEW $189.94 -8.0%
402 WY WEYERHAEUSER CO Real Estate 2,130.0 $52K 0.01% NEW $24.43 +0.0%
403 MELI MERCADOLIBRE INC Consumer Cyclical 30.0 $52K 0.01% NEW $1729.03 -4.0%
404 PECO PHILLIPS EDISON & CO INC Real Estate 1,382.0 $52K 0.01% NEW $37.42 +12.6%
405 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,715.0 $51K 0.01% NEW $29.99 -11.7%
406 ES EVERSOURCE ENERGY Utilities 736.0 $51K 0.01% NEW $69.28 +3.5%
407 SPAB SPDR SERIES TRUST 672.0 $51K 0.01% NEW $75.85 -66.3%
408 CL COLGATE PALMOLIVE CO Consumer Defensive 594.0 $51K 0.01% NEW $85.23 +7.8%
409 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12.0 $51K 0.01% -117.0 -90.7% $4210.33 -95.7%
410 PSX PHILLIPS 66 Energy 276.0 $50K 0.01% NEW $182.18 -7.4%
411 SHOP SHOPIFY INC Technology 417.0 $49K 0.01% NEW $118.62 -3.8%
412 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 1,354.0 $49K 0.01% NEW $36.12 +1.2%
413 LOW LOWES COS INC Consumer Cyclical 204.0 $48K 0.01% NEW $236.28 -6.3%
414 ERTH INVESCO EXCHANGE TRADED FD T 1,000.0 $47K 0.01% NEW $47.41 -1.0%
415 BSCQ INVESCO EXCH TRD SLF IDX FD 2,404.0 $47K 0.01% NEW $19.53 -0.1%
416 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 663.0 $47K 0.01% NEW $70.51 -32.0%
417 OEF ISHARES TR 146.0 $46K 0.01% NEW $318.07 +13.0%
418 HCI HCI GROUP INC Financial Services 300.0 $46K 0.01% NEW $154.61 +13.2%
419 TEM TEMPUS AI INC Healthcare 1,025.0 $46K 0.01% NEW $45.22 +14.9%
420 UPS UNITED PARCEL SVCS INC Industrials 471.0 $46K 0.01% NEW $98.38 +7.9%
Page 21 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%