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Portfolio (Quarterly) Guide ↗

Global View Capital Management LLC

· CIK 0001994495
13F Portfolio $377M AUM 137 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 32 Added 77 Reduced 27 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPHY SPDR SERIES TRUST 12,609.0 $294K 0.08% -6K -30.5% $23.32 +0.3%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 1,994.0 $292K 0.08% -255.0 -11.3% $146.28 -22.4%
63 RTX RTX CORPORATION Industrials 1,437.0 $277K 0.07% -290.0 -16.8% $192.90 -4.1%
64 RDVY FIRST TR EXCHANGE TRADED FD 4,042.0 $276K 0.07% -598.0 -12.9% $68.28 +15.6%
65 HON HONEYWELL INTL INC Industrials 1,208.0 $273K 0.07% -530.0 -30.5% $226.03 +0.6%
66 FXG FIRST TR EXCHANGE-TRADED FD 4,258.0 $271K 0.07% -165.0 -3.7% $63.72 -1.8%
67 SPYV SPDR SERIES TRUST 4,718.0 $267K 0.07% -454.0 -8.8% $56.58 +7.1%
68 TSLA TESLA INC Consumer Cyclical 688.0 $256K 0.07% -95.0 -12.1% $371.75 +1.0%
69 FDX FEDEX CORP Industrials 714.0 $254K 0.07% -19.0 -2.6% $356.18 -11.0%
70 ANGL VANECK ETF TRUST 8,788.0 $252K 0.07% -762.0 -8.0% $28.72 +1.6%
71 JPM JPMORGAN CHASE & CO Financial Services 837.0 $246K 0.07% -23.0 -2.7% $294.16 +13.4%
72 TRV TRAVELERS COMPANIES INC Financial Services 801.0 $234K 0.06% -722.0 -47.4% $291.68 +10.0%
73 JNJ JOHNSON & JOHNSON Healthcare 931.0 $228K 0.06% -74.0 -7.4% $244.44 -1.4%
74 SPDW SPDR INDEX SHS FDS 4,666.0 $213K 0.06% -135.0 -2.8% $45.65 +8.8%
75 XLP SELECT SECTOR SPDR TR 2,532.0 $208K 0.06% -3K -54.4% $81.98 +3.0%
76 IHI ISHARES TR 3,781.0 $202K 0.05% -968.0 -20.4% $53.35 -7.0%
77 NANR SPDR INDEX SHS FDS 2,381.0 $200K 0.05% -1K -35.8% $84.00 -10.6%
Page 4 of 4  ·  77 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 85.8%
Technology 3.9%
Industrials 2.4%
Basic Materials 2.2%
Healthcare 2.1%
Energy 1.7%
Communication Services 1.4%
Consumer Cyclical 0.5%