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Portfolio (Quarterly) Guide ↗

Gilman Hill Asset Management, LLC

· CIK 0001551969
13F Portfolio $662.5B AUM 225 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 75 Added 79 Reduced 16 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 AMCOR PLC 1,063,423 $8.9M 1.40% SOLD
2 DVN DEVON ENERGY CORP NEW Energy 229,206 $8.4M 1.32% SOLD
3 DVY ISHARES TR 48,290 $6.8M 1.07% SOLD
4 JBLU JETBLUE AWYS CORP Industrials 256,565 $1.2M 0.18% SOLD
5 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,775 $417K 0.07% SOLD
6 ORCL ORACLE CORP Technology 1,534 $299K 0.05% SOLD
7 ASTRAZENECA PLC 3,158 $290K 0.05% SOLD
8 PANW PALO ALTO NETWORKS INC Technology 1,566 $288K 0.04% SOLD
9 AMT AMERICAN TOWER CORP NEW Real Estate 1,343 $236K 0.04% SOLD
10 VST VISTRA CORP Utilities 1,450 $234K 0.04% SOLD
11 T AT&T INC Communication Services 9,241 $230K 0.04% SOLD
12 ECL ECOLAB INC Basic Materials 855 $224K 0.04% SOLD
13 NKE NIKE INC Consumer Cyclical 3,500 $223K 0.04% SOLD
14 VOT VANGUARD INDEX FDS 747 $209K 0.03% SOLD
15 VBK VANGUARD INDEX FDS 684 $207K 0.03% SOLD
16 ACN ACCENTURE PLC IRELAND Technology 750 $201K 0.03% SOLD
Sector Allocation
Energy 16.1%
Real Estate 13.8%
Financial Services 13.2%
Healthcare 10.9%
Technology 8.8%
Consumer Cyclical 8.6%
Industrials 8.6%
Consumer Defensive 6.1%
Communication Services 5.5%
Basic Materials 4.7%