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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $458M AUM 322 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 112 Added 72 Reduced 272 Exited
Page 7 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UGL PROSHARES TR II Financial Services 20,224.0 $911K 0.20% NEW $45.03 +25.8%
122 IVV ISHARES TR 1,211.0 $910K 0.20% +62.0 +5.4% $751.05 +2.4%
123 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,038.0 $906K 0.20% +63.0 +3.2% $444.80 -6.0%
124 LRCX LAM RESEARCH CORP Technology 2,355.0 $906K 0.20% NEW $384.59 -18.3%
125 FTC FIRST TR EXCHANGE-TRADED ALP 4,767.0 $905K 0.20% NEW $189.78 -5.1%
126 NEBIUS GROUP N.V. 3,710.0 $875K 0.19% -3K -48.0% $235.76
127 MA MASTERCARD INCORPORATED Financial Services 1,647.0 $866K 0.19% -942.0 -36.4% $525.63 +13.9%
128 ROK ROCKWELL AUTOMATION INC Industrials 1,751.0 $851K 0.19% +57.0 +3.4% $485.85 -11.1%
129 QDEC FIRST TR EXCHNG TRADED FD VI 23,772.0 $844K 0.18% NEW $35.52 +1.4%
130 FTSM FIRST TR EXCHANGE-TRADED FD 13,881.0 $829K 0.18% NEW $59.74 +0.3%
131 TXN TEXAS INSTRS INC Technology 2,761.0 $826K 0.18% +2K +391.3% $299.30 -12.4%
132 CALF PACER FDS TR 15,989.0 $820K 0.18% NEW $51.28 +12.3%
133 SYK STRYKER CORPORATION Healthcare 2,606.0 $808K 0.18% $310.13 +6.9%
134 XLE SELECT SECTOR SPDR TR 15,250.0 $807K 0.18% -584.0 -3.7% $52.92 +18.2%
135 XLI SELECT SECTOR SPDR TR 4,290.0 $789K 0.17% -48.0 -1.1% $184.01 -2.0%
136 EEMV ISHARES INC 10,171.0 $756K 0.17% NEW $74.33 +1.4%
137 FNDX SCHWAB STRATEGIC TR 23,609.0 $736K 0.16% NEW $31.16 +4.5%
138 PAPR INNOVATOR ETFS TRUST 17,398.0 $734K 0.16% $42.20 +1.6%
139 ISRG INTUITIVE SURGICAL INC Healthcare 1,825.0 $733K 0.16% +667.0 +57.6% $401.81 -8.0%
140 CIBR FIRST TR EXCHANGE-TRADED FD 7,931.0 $726K 0.16% NEW $91.59 +2.1%
Page 7 of 17  ·  322 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 39.3%
Financial Services 16.6%
Healthcare 10.4%
Consumer Cyclical 7.9%
Communication Services 6.7%
Energy 6.5%
Industrials 6.2%
Consumer Defensive 3.0%
Utilities 2.1%
Real Estate 0.8%