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Portfolio (Quarterly) Guide ↗

Gold Investment Management Ltd.

· CIK 0002006008
13F Portfolio $369M AUM 202 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 202 New
Page 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES TR 9,136.0 $757K 0.20% NEW $82.88 -1.3%
82 AEM AGNICO EAGLE MINES LTD Basic Materials 4,822.0 $749K 0.20% NEW $155.30 +32.8%
83 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,542.0 $723K 0.20% NEW $57.62 +15.6%
84 TRP TC ENERGY CORP Energy 9,829.0 $651K 0.18% NEW $66.19 -6.5%
85 RTX RTX CORPORATION Industrials 3,379.0 $641K 0.17% NEW $189.73 +11.6%
86 PSA PUBLIC STORAGE Real Estate 1,783.0 $568K 0.15% NEW $318.31 -1.5%
87 FNV FRANCO NEV CORP Basic Materials 2,705.0 $564K 0.15% NEW $208.56 +27.6%
88 NVDA NVIDIA CORPORATION Technology 2,810.0 $562K 0.15% NEW $200.09 +8.7%
89 WELL WELLTOWER INC Real Estate 2,433.0 $552K 0.15% NEW $226.97 +4.9%
90 WCN WASTE CONNECTIONS INC Industrials 3,294.0 $549K 0.15% NEW $166.60 -0.4%
91 B BARRICK MNG CORP Basic Materials 3,145.0 $538K 0.15% NEW $171.09 -73.3%
92 TER TERADYNE INC Technology 1,103.0 $534K 0.14% NEW $483.84 -26.6%
93 CVE CENOVUS ENERGY INC Energy 21,302.0 $528K 0.14% NEW $24.80 +27.3%
94 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,738.0 $505K 0.14% NEW $290.59 -9.6%
95 PBA PEMBINA PIPELINE CORP Energy 10,684.0 $494K 0.13% NEW $46.25 +3.8%
96 HONEYWELL INTL INC 2,201.0 $493K 0.13% NEW $223.85
97 HONEYWELL AEROSPACE INC 2,201.0 $486K 0.13% NEW $221.03
98 ILF ISHARES TR 12,775.0 $431K 0.12% NEW $33.75 +2.7%
99 CCJ CAMECO CORP Energy 4,142.0 $422K 0.11% NEW $101.88 -1.8%
100 MRVL MARVELL TECHNOLOGY INC Technology 1,393.0 $415K 0.11% NEW $297.89 -27.3%
Page 5 of 11  ·  202 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 33.2%
Technology 24.0%
Industrials 11.0%
Energy 6.7%
Healthcare 6.3%
Consumer Cyclical 5.5%
Utilities 5.0%
Real Estate 3.3%
Communication Services 2.4%
Consumer Defensive 1.7%