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Portfolio (Quarterly) Guide ↗

Global Financial Private Client, LLC

· CIK 0002023568
13F Portfolio $369M AUM 366 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 143 Added 42 Reduced 13 Exited
Page 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 3,918.0 $1.5M 0.40% +732.0 +23.0% $373.73 -8.3%
62 NDAQ NASDAQ INC Financial Services 18,153.0 $1.4M 0.39% +3K +18.6% $78.82 +26.0%
63 DAL DELTA AIR LINES INC Industrials 15,172.0 $1.4M 0.39% +1K +9.3% $93.66 -14.5%
64 CMI CUMMINS INC Industrials 1,965.0 $1.4M 0.38% +428.0 +27.9% $713.23 -20.8%
65 LMT LOCKHEED MARTIN CORP Industrials 2,715.0 $1.4M 0.38% +411.0 +17.8% $509.45 +10.7%
66 AMGN AMGEN INC Healthcare 3,616.0 $1.3M 0.35% +99.0 +2.8% $362.16 +19.4%
67 IGV ISHARES TR 14,420.0 $1.3M 0.35% +1K +10.2% $90.60 +20.9%
68 MEDP MEDPACE HLDGS INC Healthcare 2,272.0 $1.2M 0.33% +380.0 +20.1% $529.59 +13.4%
69 CERY SPDR SERIES TRUST 35,959.0 $1.2M 0.33% +2K +5.1% $33.43 +14.3%
70 BSV VANGUARD BD INDEX FDS 15,219.0 $1.2M 0.32% +81.0 +0.5% $77.91 -0.5%
71 ORCL ORACLE CORP Technology 8,010.0 $1.2M 0.32% +174.0 +2.2% $146.55 +2.8%
72 EOG EOG RES INC Energy 8,976.0 $1.2M 0.32% +1K +14.5% $129.73 +10.5%
73 SPMD SPDR SERIES TRUST 17,169.0 $1.2M 0.32% +1K +8.7% $67.56 -1.7%
74 NUE NUCOR CORP Basic Materials 5,154.0 $1.1M 0.31% +101.0 +2.0% $222.77 +12.4%
75 KR KROGER CO Consumer Defensive 20,365.0 $1.1M 0.31% +395.0 +2.0% $55.53 +3.9%
76 SPYG SPDR SERIES TRUST 9,440.0 $1.1M 0.30% +1K +16.1% $118.99 +1.9%
77 LEIDOS HOLDINGS INC 10,880.0 $1.1M 0.30% +2K +27.9% $102.97
78 XHB SPDR SERIES TRUST 9,581.0 $1.1M 0.30% +285.0 +3.1% $115.56 -9.5%
79 GD GENERAL DYNAMICS CORP Industrials 3,101.0 $1.1M 0.30% +425.0 +15.9% $354.24 +7.1%
80 CIBR FIRST TR EXCHANGE-TRADED FD 12,164.0 $1.1M 0.30% +193.0 +1.6% $89.85 +9.7%
Page 4 of 8  ·  143 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
Technology 34.3%
Financial Services 26.1%
Industrials 8.8%
Healthcare 7.4%
Consumer Cyclical 5.2%
Utilities 4.9%
Consumer Defensive 4.4%
Communication Services 3.9%
Energy 3.5%
Basic Materials 1.0%