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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 5 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CIFR CIPHER DIGITAL INC Financial Services 59,066.0 $760K 0.22% NEW $12.87 +103.7%
82 MDYG SPDR SERIES TRUST 9,872.0 $756K 0.22% NEW $76.54 +43.3%
83 AXP AMERICAN EXPRESS CO Financial Services 2,482.0 $751K 0.21% +619.0 +33.2% $302.49 +13.3%
84 IVV ISHARES TR 1,149.0 $751K 0.21% -97.0 -7.8% $653.28 +12.8%
85 NEBIUS GROUP N.V. 7,130.0 $740K 0.21% +2K +45.7% $103.76
86 T AT&T INC Communication Services 25,488.0 $739K 0.21% +3K +12.0% $28.99 -22.8%
87 BSJQ INVESCO EXCH TRD SLF IDX FD 31,546.0 $731K 0.21% NEW $23.18 -1.0%
88 CAT CATERPILLAR INC Industrials 1,019.0 $722K 0.21% +10.0 +1.0% $708.46 +40.4%
89 XLI SELECT SECTOR SPDR TR 4,338.0 $702K 0.20% -135.0 -3.0% $161.73 +11.4%
90 IXUS ISHARES TR 7,586.0 $693K 0.20% NEW $91.37 +3.0%
91 PAPR INNOVATOR ETFS TRUST 17,398.0 $692K 0.20% +9K +112.7% $39.80 +5.5%
92 ANET ARISTA NETWORKS INC Technology 5,630.0 $691K 0.20% +39.0 +0.7% $122.78 +31.7%
93 LMT LOCKHEED MARTIN CORP Industrials 1,136.0 $687K 0.20% +57.0 +5.3% $604.39 -18.7%
94 SOXX ISHARES TR 2,079.0 $683K 0.20% $328.66 +83.0%
95 TOTALENERGIES SE 7,349.0 $669K 0.19% $90.97
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,975.0 $667K 0.19% +91.0 +4.8% $337.95 +30.4%
97 SCHA SCHWAB STRATEGIC TR 21,982.0 $647K 0.18% NEW $29.45 +18.5%
98 AGNC AGNC INVT CORP Real Estate 64,518.0 $647K 0.18% $10.03 +4.6%
99 MYCM SSGA ACTIVE TR 19,238.0 $644K 0.18% NEW $33.48 -26.3%
100 MU MICRON TECHNOLOGY INC Technology 1,884.0 $636K 0.18% -136.0 -6.7% $337.84 +210.4%
Page 5 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%