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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 7 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 1,158.0 $534K 0.15% NEW $460.99 -13.2%
122 TQQQ PROSHARES TR 14,396.0 $530K 0.15% +1K +8.0% $36.82 +101.9%
123 TLTE FLEXSHARES TR 44,793.0 $521K 0.15% NEW $11.64 +562.6%
124 NKE NIKE INC Consumer Cyclical 9,791.0 $517K 0.15% -735.0 -7.0% $52.82 -22.9%
125 KR KROGER CO Consumer Defensive 7,100.0 $514K 0.15% $72.36 -19.9%
126 EQT EQT CORP Energy 8,017.0 $510K 0.15% -2K -20.2% $63.64 -19.2%
127 MCK MCKESSON CORP Healthcare 584.0 $505K 0.14% +41.0 +7.5% $865.36 -11.3%
128 EWP ISHARES INC 9,205.0 $500K 0.14% +679.0 +8.0% $54.31 +8.3%
129 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,371.0 $494K 0.14% -288.0 -3.0% $52.76 -13.0%
130 IREN IREN LIMITED Financial Services 14,079.0 $483K 0.14% +3K +29.5% $34.28 +38.2%
131 EWI ISHARES INC 8,990.0 $480K 0.14% +785.0 +9.6% $53.42 +10.4%
132 RGLD ROYAL GOLD INC Basic Materials 1,869.0 $476K 0.14% -170.0 -8.3% $254.44 -20.0%
133 OKLO OKLO INC Utilities 9,570.0 $475K 0.14% NEW $49.59 +2.0%
134 LIN LINDE PLC Basic Materials 927.0 $460K 0.13% +5.0 +0.5% $495.76 +5.7%
135 MCD MCDONALDS CORP Consumer Cyclical 1,456.0 $453K 0.13% +8.0 +0.6% $310.79 -14.4%
136 TJX TJX COS INC NEW Consumer Cyclical 2,829.0 $452K 0.13% +127.0 +4.7% $159.70 -2.4%
137 GSIE GOLDMAN SACHS ETF TR 4,967.0 $445K 0.13% -280.0 -5.3% $89.59 -49.3%
138 XLF SELECT SECTOR SPDR TR 8,868.0 $438K 0.12% -2K -19.8% $49.37 +8.4%
139 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,205.0 $437K 0.12% $198.29 +19.4%
140 IWV ISHARES TR 4,218.0 $431K 0.12% NEW $102.25 +308.4%
Page 7 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%