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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MET METLIFE INC Financial Services 1,960.0 $166K 0.04% NEW $84.61 +14.1%
122 TXN TEXAS INSTRS INC Technology 555.0 $165K 0.04% NEW $298.07 -13.2%
123 HD HOME DEPOT INC Consumer Cyclical 450.0 $159K 0.04% NEW $352.68 -6.4%
124 TECK TECK RESOURCES LTD Basic Materials 2,616.0 $156K 0.04% NEW $59.53 +16.5%
125 VOO VANGUARD INDEX FDS 199.0 $137K 0.04% NEW $686.36 +3.0%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 750.0 $136K 0.04% NEW $180.91 +6.1%
127 PG PROCTER AND GAMBLE CO Consumer Defensive 918.0 $135K 0.04% NEW $146.64 -2.0%
128 STAG STAG INDL INC Real Estate 3,104.0 $118K 0.03% NEW $38.06 -2.3%
129 NTR NUTRIEN LTD Basic Materials 1,702.0 $107K 0.03% NEW $62.97 +16.7%
130 NNN NNN REIT INC Real Estate 2,295.0 $107K 0.03% NEW $46.53 -1.8%
131 NEM NEWMONT CORP Basic Materials 1,091.0 $102K 0.03% NEW $93.40 +37.0%
132 PEP PEPSICO INC Consumer Defensive 676.0 $92K 0.03% NEW $135.40 +4.2%
133 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,723.0 $91K 0.03% NEW $33.29 +31.9%
134 GM GENERAL MTRS CO Consumer Cyclical 1,050.0 $81K 0.02% NEW $77.08 +11.9%
135 XLI SELECT SECTOR SPDR TR 433.0 $80K 0.02% NEW $185.23 -4.4%
136 BA BOEING CO Industrials 346.0 $75K 0.02% NEW $216.47 -3.1%
137 QQQ INVESCO QQQ TR Financial Services 101.0 $74K 0.02% NEW $736.40 -2.7%
138 TMO THERMO FISHER SCIENTIFIC INC Healthcare 138.0 $69K 0.02% NEW $501.36 +24.1%
139 MGA MAGNA INTL INC Consumer Cyclical 1,002.0 $66K 0.02% NEW $65.73 +0.2%
140 KO COCA COLA CO Consumer Defensive 787.0 $64K 0.02% NEW $81.27 +10.3%
Page 7 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%