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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 22 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 QBTS D-WAVE QUANTUM INC Technology 3,206.0 $46K 0.01% NEW $14.43 +59.3%
422 KKR KKR & CO INC Financial Services 500.0 $46K 0.01% NEW $92.50 -1.1%
423 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 24.0 $45K 0.01% NEW $1884.67 +12.3%
424 NVS NOVARTIS AG Healthcare 295.0 $45K 0.01% NEW $152.75 +0.2%
425 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1,395.0 $45K 0.01% NEW $32.12 -1.4%
426 SWKS SKYWORKS SOLUTIONS INC Technology 832.0 $45K 0.01% NEW $53.55 +33.3%
427 APA APA CORPORATION Energy 1,042.0 $44K 0.01% NEW $42.44 -21.5%
428 ACN ACCENTURE PLC IRELAND Technology 221.0 $44K 0.01% NEW $198.29 -34.9%
429 BOKF BOK FINL CORP Financial Services 165.0 $44K 0.01% NEW $264.70 -48.2%
430 CRCL CIRCLE INTERNET GROUP INC Financial Services 450.0 $43K 0.01% NEW $95.41 -25.6%
431 FSMD FIDELITY COVINGTON TRUST 777.0 $42K 0.01% NEW $54.61 -5.4%
432 IXC ISHARES TR 731.0 $42K 0.01% NEW $57.61 -14.0%
433 PJP INVESCO EXCHANGE TRADED FD T 400.0 $42K 0.01% NEW $103.76 +10.6%
434 XME SPDR SERIES TRUST 695.0 $41K 0.01% NEW $59.22 +81.1%
435 FFA FIRST TR ENHANCED EQUITY Financial Services 2,000.0 $41K 0.01% NEW $20.40 +7.1%
436 TRGP TARGA RES CORP Energy 162.0 $41K 0.01% NEW $250.73 +6.2%
437 CMCSA COMCAST CORP NEW Communication Services 1,404.0 $40K 0.01% NEW $28.71 -21.1%
438 XYL XYLEM INC Industrials 335.0 $40K 0.01% NEW $119.50 -7.6%
439 FANG DIAMONDBACK ENERGY INC Energy 200.0 $40K 0.01% NEW $197.79 -7.2%
440 SPHD INVESCO EXCH TRADED FD TR II 793.0 $39K 0.01% NEW $49.61 +2.1%
Page 22 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%