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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PGR PROGRESSIVE CORP Financial Services 1,740.0 $396K 0.06% NEW $227.72 -10.4%
162 VOO VANGUARD INDEX FDS 630.0 $395K 0.06% NEW $627.13 +7.6%
163 MA MASTERCARD INCORPORATED Financial Services 678.0 $387K 0.06% NEW $570.97 -11.4%
164 TJX TJX COS INC NEW Consumer Cyclical 2,447.0 $376K 0.06% NEW $153.61 -2.2%
165 GLW CORNING INC Technology 4,209.0 $369K 0.06% NEW $87.56 +103.9%
166 MO ALTRIA GROUP INC Consumer Defensive 6,332.0 $365K 0.06% NEW $57.66 +27.9%
167 ILCG ISHARES TR 3,460.0 $360K 0.06% NEW $104.04 +9.1%
168 TRGP TARGA RES CORP Energy 1,863.0 $344K 0.05% NEW $184.50 +48.9%
169 OKE ONEOK INC NEW Energy 4,566.0 $336K 0.05% NEW $73.50 +27.6%
170 ANNALY CAPITAL MANAGEMENT IN 15,000.0 $335K 0.05% NEW $22.36
171 KLAC KLA CORP Technology 271.0 $329K 0.05% NEW $1215.08 +44.6%
172 GE GE AEROSPACE Industrials 1,066.0 $328K 0.05% NEW $307.94 -7.1%
173 CIBR FIRST TR EXCHANGE TRADED FD 4,575.0 $327K 0.05% NEW $71.45 +12.5%
174 VUG VANGUARD INDEX FDS 669.0 $326K 0.05% NEW $487.86 -82.3%
175 GLD SPDR GOLD TR Financial Services 812.0 $322K 0.05% NEW $396.31 +5.6%
176 AMP AMERIPRISE FINL INC Financial Services 687.0 $319K 0.05% NEW $463.93 -0.0%
177 JCI JOHNSON CTLS INTL PLC Industrials 2,656.0 $318K 0.05% NEW $119.75 +14.7%
178 AEP AMERICAN ELEC PWR CO INC Utilities 2,660.0 $307K 0.05% NEW $115.31 +11.8%
179 SIRI SIRIUSXM HOLDINGS INC Communication Services 15,227.0 $304K 0.05% NEW $20.00 +30.5%
180 APD AIR PRODS & CHEMS INC Basic Materials 1,232.0 $304K 0.05% NEW $247.02 +18.1%
Page 9 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%