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Portfolio (Quarterly) Guide ↗

Global View Capital Management LLC

· CIK 0001994495
13F Portfolio $484M AUM 146 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 51 Added 60 Reduced 27 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JOJO TIDAL TRUST I 93,177.0 $1.5M 0.30% +20K +27.3% $15.57 -3.2%
22 AAPL APPLE INC Technology 4,823.0 $1.4M 0.29% +454.0 +10.4% $289.36 +7.1%
23 XLV SELECT SECTOR SPDR TR 7,412.0 $1.2M 0.24% +3K +74.6% $158.66 +10.5%
24 SOXX ISHARES TR 1,783.0 $1.1M 0.24% +584.0 +48.7% $640.76 -19.6%
25 QQQ INVESCO QQQ TR Financial Services 1,475.0 $1.1M 0.22% +256.0 +21.0% $736.40 -3.4%
26 ITA ISHARES TR 4,464.0 $1.1M 0.22% +2K +67.2% $242.42 -3.4%
27 GRID FIRST TR EXCHANGE-TRADED FD 4,249.0 $815K 0.17% +1K +33.4% $191.75 -6.3%
28 QQQJ INVESCO EXCH TRADED FD TR II 17,816.0 $810K 0.17% +111.0 +0.6% $45.44 +0.7%
29 IWD ISHARES TR 3,308.0 $802K 0.17% +721.0 +27.9% $242.43 +6.5%
30 PAVE GLOBAL X FDS 13,267.0 $782K 0.16% +525.0 +4.1% $58.92 -5.3%
31 XLY SELECT SECTOR SPDR TR 6,039.0 $708K 0.15% +3K +105.6% $117.28 +0.8%
32 TLT ISHARES TR 7,685.0 $664K 0.14% +1K +18.2% $86.42 -3.6%
33 SCZ ISHARES TR 7,924.0 $652K 0.14% +1K +19.1% $82.27 +6.0%
34 IWV ISHARES TR 1,511.0 $644K 0.13% +410.0 +37.2% $426.40 +2.3%
35 SJNK SPDR SERIES TRUST 24,587.0 $615K 0.13% +5K +24.0% $25.03 -0.5%
36 NLR VANECK ETF TRUST 5,263.0 $610K 0.13% +844.0 +19.1% $115.98 +6.9%
37 NVDA NVIDIA CORPORATION Technology 3,010.0 $602K 0.12% +643.0 +27.2% $200.09 +6.1%
38 IWM ISHARES TR 1,902.0 $571K 0.12% +1K +125.1% $300.45 -0.6%
39 LLY ELI LILLY & CO Healthcare 420.0 $504K 0.10% +33.0 +8.5% $1199.43 +4.5%
40 AGQ PROSHARES TR II Financial Services 6,383.0 $434K 0.09% +2K +58.9% $68.01 +30.1%
Page 2 of 3  ·  51 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
Financial Services 76.5%
Technology 9.5%
Industrials 3.9%
Healthcare 3.3%
Consumer Cyclical 1.9%
Energy 1.8%
Basic Materials 1.4%
Communication Services 1.1%
Real Estate 0.8%