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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 12 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRVL MARVELL TECHNOLOGY INC Technology 883.0 $263K 0.07% NEW $297.89 -27.3%
222 LIN LINDE PLC Basic Materials 499.0 $259K 0.07% +22.0 +4.6% $518.94 -5.7%
223 BSMV INVESCO EXCH TRD SLF IDX FD 12,208.0 $256K 0.07% $20.98 -1.2%
224 PM PHILIP MORRIS INTL INC Consumer Defensive 1,414.0 $256K 0.07% +8.0 +0.6% $180.91 +6.1%
225 ITOT ISHARES TR 1,549.0 $254K 0.07% $164.27 +2.6%
226 AXON AXON ENTERPRISE INC Industrials 444.0 $249K 0.07% NEW $560.61 +7.2%
227 LITE LUMENTUM HLDGS INC Technology 281.0 $241K 0.07% NEW $858.06 +4.3%
228 T AT&T INC Communication Services 11,595.0 $240K 0.07% -16K -58.0% $20.70 +25.7%
229 EMHC SPDR SERIES TRUST 9,395.0 $239K 0.07% +537.0 +6.1% $25.44 -2.0%
230 MBB ISHARES TR 2,518.0 $238K 0.07% -419.0 -14.3% $94.52 -1.4%
231 NEE NEXTERA ENERGY INC Utilities 2,670.0 $234K 0.06% +18.0 +0.7% $87.77 -6.8%
232 MAR MARRIOTT INTL INC NEW Consumer Cyclical 627.0 $232K 0.06% -4.0 -0.6% $370.59 -5.3%
233 RGTI RIGETTI COMPUTING INC Technology 12,011.0 $232K 0.06% NEW $19.32 -19.3%
234 MYMJ SSGA ACTIVE TR 9,131.0 $227K 0.06% $24.88 -1.0%
235 SPTL SPDR SERIES TRUST 8,592.0 $225K 0.06% -7K -44.6% $26.23 -3.6%
236 SCHG SCHWAB STRATEGIC TR 6,634.0 $224K 0.06% NEW $33.84 +5.7%
237 SRLN SSGA ACTIVE ETF TR 5,521.0 $222K 0.06% +91.0 +1.7% $40.29 +1.2%
238 CDNS CADENCE DESIGN SYSTEM INC Technology 578.0 $217K 0.06% NEW $375.32 -9.3%
239 DVN DEVON ENERGY CORP NEW Energy 5,204.0 $215K 0.06% NEW $41.32 +14.6%
240 CGSD CAPITAL GRP FIXED INCM ETF T 8,215.0 $211K 0.06% $25.73 -0.1%
Page 12 of 13  ·  246 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%