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Portfolio (Quarterly) Guide ↗

Global Financial Private Client, LLC

· CIK 0002023568
13F Portfolio $285M AUM 333 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 227 New
Page 3 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 6,120.0 $1.9M 0.67% NEW $313.80 +6.7%
42 LRCX LAM RESEARCH CORP Technology 11,037.0 $1.9M 0.66% NEW $171.18 +121.5%
43 VWO VANGUARD INTL EQUITY INDEX F 34,874.0 $1.9M 0.66% NEW $53.76 +9.0%
44 MCD MCDONALDS CORP Consumer Cyclical 5,844.0 $1.8M 0.63% NEW $305.63 -11.7%
45 LLY ELI LILLY & CO Healthcare 1,627.0 $1.7M 0.61% NEW $1074.74 +12.4%
46 VCIT VANGUARD SCOTTSDALE FDS 20,833.0 $1.7M 0.61% NEW $83.75 -1.0%
47 RTX RTX CORPORATION Industrials 9,226.0 $1.7M 0.59% NEW $183.40 +2.5%
48 ZION ZIONS BANCORPORATION N A Financial Services 28,367.0 $1.7M 0.58% NEW $58.54 +18.1%
49 IPAC ISHARES TR 22,582.0 $1.7M 0.58% NEW $73.21 +11.5%
50 XLF SELECT SECTOR SPDR TR 29,432.0 $1.6M 0.56% NEW $54.77 -2.2%
51 BNDX VANGUARD CHARLOTTE FDS 33,205.0 $1.6M 0.56% NEW $48.32 +0.4%
52 XLC SELECT SECTOR SPDR TR 13,323.0 $1.6M 0.55% NEW $117.72 -9.9%
53 ORCL ORACLE CORP Technology 7,777.0 $1.5M 0.53% NEW $194.91 -23.7%
54 VPL VANGUARD INTL EQUITY INDEX F 16,532.0 $1.5M 0.52% NEW $90.40 +27.3%
55 DFAI DIMENSIONAL ETF TRUST 38,967.0 $1.5M 0.52% NEW $38.11 +7.3%
56 CAT CATERPILLAR INC Industrials 2,572.0 $1.5M 0.52% NEW $572.88 +74.1%
57 HD HOME DEPOT INC Consumer Cyclical 4,209.0 $1.4M 0.51% NEW $344.10 +1.4%
58 VCR VANGUARD WORLD FD 3,621.0 $1.4M 0.50% NEW $393.92 -1.4%
59 VTI VANGUARD INDEX FDS 4,129.0 $1.4M 0.48% NEW $335.27 +8.1%
60 SMH VANECK ETF TRUST 3,809.0 $1.4M 0.48% NEW $360.13 +69.8%
Page 3 of 12  ·  227 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 30.1%
Financial Services 28.9%
Industrials 7.9%
Healthcare 7.5%
Consumer Cyclical 5.7%
Communication Services 5.6%
Consumer Defensive 5.2%
Energy 4.6%
Utilities 3.8%
Basic Materials 0.5%