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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUSA ISHARES TR 2,303.0 $355K 0.07% -921.0 -28.6% $154.30 +2.2%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 8,270.0 $350K 0.07% -382.0 -4.4% $42.34 +18.3%
43 FXN FIRST TR EXCHANGE-TRADED FD 16,730.0 $338K 0.07% -10K -36.8% $20.23 +14.2%
44 MDT MEDTRONIC PLC Healthcare 4,253.0 $333K 0.07% -250.0 -5.5% $78.23 +16.9%
45 FXU FIRST TR EXCHANGE-TRADED FD 6,679.0 $330K 0.07% -863.0 -11.4% $49.34 -2.9%
46 EFV ISHARES TR 4,178.0 $320K 0.07% -170.0 -3.9% $76.55 +7.6%
47 OKE ONEOK INC NEW Energy 3,619.0 $315K 0.07% -1K -21.8% $86.94 +6.4%
48 EMR EMERSON ELEC CO Industrials 2,188.0 $313K 0.07% -356.0 -14.0% $143.15 +9.6%
49 EFA ISHARES TR 2,939.0 $305K 0.06% -92.0 -3.0% $103.88 +4.5%
50 BKHY BNY MELLON ETF TRUST 6,197.0 $295K 0.06% -375.0 -5.7% $47.61 -0.6%
51 SHY ISHARES TR 3,353.0 $275K 0.06% -3K -43.5% $82.11 -0.1%
52 EOG EOG RES INC Energy 2,049.0 $266K 0.06% -377.0 -15.5% $129.73 +14.6%
53 RTX RTX CORPORATION Industrials 1,320.0 $250K 0.05% -117.0 -8.1% $189.73 +10.7%
54 FXZ FIRST TR EXCHANGE-TRADED FD 3,128.0 $248K 0.05% -106.0 -3.3% $79.44 +8.8%
55 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,933.0 $244K 0.05% -3K -16.6% $18.87 +18.5%
56 JNJ JOHNSON & JOHNSON Healthcare 920.0 $234K 0.05% -11.0 -1.2% $253.97 +7.0%
57 PBD INVESCO EXCH TRADED FD TR II 11,824.0 $232K 0.05% -42K -78.2% $19.60 -8.3%
58 FXG FIRST TR EXCHANGE-TRADED FD 3,681.0 $231K 0.05% -577.0 -13.6% $62.62 +5.7%
59 SPDW SPDR INDEX SHS FDS 4,502.0 $227K 0.05% -164.0 -3.5% $50.39 +3.5%
60 ANGL VANECK ETF TRUST 7,624.0 $223K 0.05% -1K -13.2% $29.24 -0.6%
Page 3 of 3  ·  60 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%