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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPM JPMORGAN CHASE & CO Financial Services 836.0 $274K 0.06% $327.33 +8.9%
122 HEGD LISTED FDS TR 10,175.0 $271K 0.06% +1K +13.9% $26.66 +1.2%
123 EOG EOG RES INC Energy 2,049.0 $266K 0.06% -377.0 -15.5% $129.73 +15.8%
124 PLTR PALANTIR TECHNOLOGIES INC Technology 2,252.0 $263K 0.05% +258.0 +12.9% $116.67 +50.8%
125 AVGO BROADCOM INC Technology 681.0 $257K 0.05% NEW $377.75 -5.0%
126 RTX RTX CORPORATION Industrials 1,320.0 $250K 0.05% -117.0 -8.1% $189.73 +10.3%
127 RYN RAYONIER INC Real Estate 11,682.0 $249K 0.05% NEW $21.28 -0.3%
128 FXZ FIRST TR EXCHANGE-TRADED FD 3,128.0 $248K 0.05% -106.0 -3.3% $79.44 +9.1%
129 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,933.0 $244K 0.05% -3K -16.6% $18.87 +20.3%
130 TXN TEXAS INSTRS INC Technology 785.0 $234K 0.05% NEW $298.07 -13.1%
131 JNJ JOHNSON & JOHNSON Healthcare 920.0 $234K 0.05% -11.0 -1.2% $253.97 +7.5%
132 PBD INVESCO EXCH TRADED FD TR II 11,824.0 $232K 0.05% -42K -78.2% $19.60 -8.7%
133 FXG FIRST TR EXCHANGE-TRADED FD 3,681.0 $231K 0.05% -577.0 -13.6% $62.62 +6.9%
134 SPDW SPDR INDEX SHS FDS 4,502.0 $227K 0.05% -164.0 -3.5% $50.39 +2.8%
135 FDX FEDEX CORP Industrials 718.0 $225K 0.05% +4.0 +0.6% $313.13 +6.7%
136 CWB SPDR SERIES TRUST 2,079.0 $224K 0.05% NEW $107.82 -4.8%
137 ICLN ISHARES TR 10,896.0 $223K 0.05% NEW $20.49 -14.9%
138 ANGL VANECK ETF TRUST 7,624.0 $223K 0.05% -1K -13.2% $29.24 -0.7%
139 GNR SPDR INDEX SHS FDS 3,285.0 $221K 0.05% +52.0 +1.6% $67.31 +17.4%
140 ESN NORTHERN LTS FD TR II 11,068.0 $220K 0.04% NEW $19.88 +3.9%
Page 7 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%