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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 8,270.0 $350K 0.07% -382.0 -4.4% $42.34 +17.9%
102 MSFT MICROSOFT CORP Technology 928.0 $346K 0.07% NEW $373.02 +30.7%
103 FXN FIRST TR EXCHANGE-TRADED FD 16,730.0 $338K 0.07% -10K -36.8% $20.23 +14.0%
104 SPY STATE STR SPDR S&P 500 ETF T Financial Services 448.0 $335K 0.07% NEW $746.77 +2.5%
105 EWX SPDR INDEX SHS FDS 4,498.0 $334K 0.07% +555.0 +14.1% $74.31 -2.6%
106 MDT MEDTRONIC PLC Healthcare 4,253.0 $333K 0.07% -250.0 -5.5% $78.23 +16.8%
107 FXU FIRST TR EXCHANGE-TRADED FD 6,679.0 $330K 0.07% -863.0 -11.4% $49.34 -3.1%
108 EFV ISHARES TR 4,178.0 $320K 0.07% -170.0 -3.9% $76.55 +7.3%
109 OKE ONEOK INC NEW Energy 3,619.0 $315K 0.07% -1K -21.8% $86.94 +6.0%
110 EMR EMERSON ELEC CO Industrials 2,188.0 $313K 0.07% -356.0 -14.0% $143.15 +9.5%
111 SPYV SPDR SERIES TRUST 5,090.0 $309K 0.06% +372.0 +7.9% $60.79 +4.6%
112 EFA ISHARES TR 2,939.0 $305K 0.06% -92.0 -3.0% $103.88 +4.4%
113 BKHY BNY MELLON ETF TRUST 6,197.0 $295K 0.06% -375.0 -5.7% $47.61 -0.6%
114 EMHY ISHARES INC 7,180.0 $292K 0.06% NEW $40.66 -0.7%
115 VYM VANGUARD WHITEHALL FDS 1,844.0 $291K 0.06% NEW $158.03 +4.1%
116 CAT CATERPILLAR INC Industrials 272.0 $290K 0.06% NEW $1064.90 -23.5%
117 GOOG ALPHABET INC 802.0 $283K 0.06% +27.0 +3.5% $353.33
118 WIP SPDR SERIES TRUST 7,115.0 $280K 0.06% $39.39 +1.4%
119 AMZN AMAZON COM INC Consumer Cyclical 1,159.0 $276K 0.06% NEW $238.34 +9.9%
120 SHY ISHARES TR 3,353.0 $275K 0.06% -3K -43.5% $82.11 -0.1%
Page 6 of 8  ·  146 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%