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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FXU FIRST TR EXCHANGE-TRADED FD 7,542.0 $374K 0.10% -304.0 -3.9% $49.59 -0.1%
102 MBSF VALUED ADVISERS TR 14,640.0 $373K 0.10% -649.0 -4.2% $25.51 +1.1%
103 LLY ELI LILLY & CO Healthcare 387.0 $356K 0.09% -216.0 -35.8% $919.77 +21.0%
104 EOG EOG RES INC Energy 2,426.0 $351K 0.09% -566.0 -18.9% $144.57 -7.5%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 1,692.0 $343K 0.09% -3K -64.3% $202.98 -25.0%
106 EMR EMERSON ELEC CO Industrials 2,544.0 $333K 0.09% -801.0 -23.9% $131.02 +8.3%
107 EAGG ISHARES TR 6,883.0 $327K 0.09% NEW $47.55 -0.1%
108 EFV ISHARES TR 4,348.0 $323K 0.09% +717.0 +19.8% $74.35 +1.7%
109 XLY SELECT SECTOR SPDR TR 2,937.0 $320K 0.09% +1K +58.2% $108.98 +6.1%
110 SHYG ISHARES TR 7,387.0 $313K 0.08% -3K -26.3% $42.31 +0.1%
111 BKHY BNY MELLON ETF TRUST 6,572.0 $312K 0.08% -5K -41.3% $47.41 +0.1%
112 STIP ISHARES TR 3,001.0 $310K 0.08% -23.0 -0.8% $103.43 -1.5%
113 EFA ISHARES TR 3,031.0 $294K 0.08% -182.0 -5.7% $97.13 +5.1%
114 SPHY SPDR SERIES TRUST 12,609.0 $294K 0.08% -6K -30.5% $23.32 +0.4%
115 PLTR PALANTIR TECHNOLOGIES INC Technology 1,994.0 $292K 0.08% -255.0 -11.3% $146.28 -22.6%
116 WIP SPDR SERIES TRUST 7,123.0 $282K 0.07% NEW $39.60 -0.9%
117 RTX RTX CORPORATION Industrials 1,437.0 $277K 0.07% -290.0 -16.8% $192.90 -3.3%
118 RDVY FIRST TR EXCHANGE TRADED FD 4,042.0 $276K 0.07% -598.0 -12.9% $68.28 +15.5%
119 HON HONEYWELL INTL INC Industrials 1,208.0 $273K 0.07% -530.0 -30.5% $226.03 +0.6%
120 FXG FIRST TR EXCHANGE-TRADED FD 4,258.0 $271K 0.07% -165.0 -3.7% $63.72 -1.3%
Page 6 of 7  ·  140 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%