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Portfolio (Quarterly) Guide ↗

Gilman Hill Asset Management, LLC

· CIK 0001551969
13F Portfolio $635M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,448.0 $2.7M 0.42% NEW $603.28 +7.7%
82 AMZN AMAZON COM INC Consumer Cyclical 11,399.0 $2.6M 0.41% NEW $230.82 +12.9%
83 JPM JPMORGAN CHASE & CO. Financial Services 8,026.0 $2.6M 0.41% NEW $322.23 -6.8%
84 EVEREST GROUP LTD 7,544.0 $2.6M 0.40% NEW $339.34
85 VEU VANGUARD INTL EQUITY INDEX F 34,022.0 $2.5M 0.39% NEW $73.56 +9.6%
86 PAA PLAINS ALL AMERN PIPELINE L Energy 136,975.0 $2.5M 0.39% NEW $17.96 +28.7%
87 XOM EXXON MOBIL CORP Energy 18,866.0 $2.3M 0.36% NEW $120.34 +32.8%
88 IWR ISHARES TR 22,481.0 $2.2M 0.34% NEW $96.27 +6.6%
89 SUN SUNOCO LP/SUNOCO FIN CORP Energy 38,674.0 $2.0M 0.32% NEW $52.41 +34.7%
90 GLP GLOBAL PARTNERS LP Energy 47,982.0 $2.0M 0.32% NEW $41.85 +15.6%
91 SPY SPDR S&P 500 ETF TR Financial Services 2,563.0 $1.7M 0.28% NEW $681.79 +7.7%
92 VWO VANGUARD INTL EQUITY INDEX F 32,279.0 $1.7M 0.27% NEW $53.76 +7.4%
93 LLY ELI LILLY & CO Healthcare 1,573.0 $1.7M 0.27% NEW $1074.68 -7.7%
94 AVGO BROADCOM INC Technology 4,829.0 $1.7M 0.26% NEW $346.10 +19.1%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 5,483.0 $1.6M 0.26% NEW $296.21 -24.5%
96 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 84,442.0 $1.6M 0.25% NEW $19.00 +19.5%
97 BAC BANK AMERICA CORP Financial Services 28,294.0 $1.6M 0.24% NEW $55.00 -7.9%
98 WMT WALMART INC Consumer Defensive 13,324.0 $1.5M 0.23% NEW $111.41 +19.1%
99 RSP INVESCO EXCHANGE TRADED FD T 7,671.0 $1.5M 0.23% NEW $191.56 +5.0%
100 PG PROCTER AND GAMBLE CO Consumer Defensive 9,267.0 $1.3M 0.21% NEW $143.31 -1.1%
Page 5 of 12  ·  226 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
Energy 15.5%
Financial Services 15.0%
Real Estate 14.5%
Healthcare 10.9%
Technology 9.4%
Industrials 9.3%
Consumer Cyclical 6.4%
Communication Services 5.8%
Basic Materials 5.1%
Consumer Defensive 4.6%