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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 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FISV FISERV INC Technology 19,546.0 $1.3M 0.21% NEW $67.17 -16.7%
102 ABT ABBOTT LABS Healthcare 10,053.0 $1.3M 0.20% NEW $125.29 -29.3%
103 ETN EATON CORP PLC Industrials 3,796.0 $1.2M 0.19% NEW $318.51 +17.9%
104 MRK MERCK & CO INC Healthcare 11,227.0 $1.2M 0.19% NEW $105.26 +8.7%
105 JBLU JETBLUE AWYS CORP Industrials 256,565.0 $1.2M 0.18% NEW $4.55 -2.9%
106 IVV ISHARES TR 1,668.0 $1.1M 0.18% NEW $684.94 +8.0%
107 PLD PROLOGIS INC. Real Estate 8,493.0 $1.1M 0.17% NEW $127.66 +11.6%
108 DE DEERE & CO Industrials 2,261.0 $1.1M 0.17% NEW $465.57 +20.4%
109 BX BLACKSTONE INC Financial Services 6,567.0 $1.0M 0.16% NEW $154.13 -25.0%
110 HESM HESS MIDSTREAM LP Energy 28,100.0 $969K 0.15% NEW $34.50 +17.3%
111 BERKSHIRE HATHAWAY INC DEL 1,903.0 $957K 0.15% NEW $502.65
112 SPG SIMON PPTY GROUP INC NEW Real Estate 5,037.0 $932K 0.15% NEW $185.11 +8.9%
113 DLR DIGITAL RLTY TR INC Real Estate 5,808.0 $899K 0.14% NEW $154.71 +21.0%
114 HD HOME DEPOT INC Consumer Cyclical 2,552.0 $878K 0.14% NEW $344.06 -12.2%
115 AIN ALBANY INTL CORP Consumer Cyclical 17,288.0 $877K 0.14% NEW $50.70 +19.7%
116 BXP BXP INC Real Estate 12,794.0 $863K 0.14% NEW $67.48 -12.3%
117 MUNI PIMCO ETF TR 16,031.0 $840K 0.13% NEW $52.41 -1.0%
118 VGT VANGUARD WORLD FD 1,062.0 $801K 0.13% NEW $753.78 -85.1%
119 V VISA INC Financial Services 2,271.0 $797K 0.13% NEW $350.75 -5.9%
120 ADC AGREE RLTY CORP Real Estate 10,890.0 $784K 0.12% NEW $72.03 +5.8%
Page 6 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%