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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
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 1,900.0 $574K 0.09% -371.0 -16.3% $302.26 +9.3%
62 DUK DUKE ENERGY CORP NEW Utilities 4,236.0 $555K 0.08% -555.0 -11.6% $130.95 -6.9%
63 MAA MID-AMER APT CMNTYS INC Real Estate 4,502.0 $550K 0.08% -530.0 -10.5% $122.12 +4.7%
64 WMB WILLIAMS COS INC Energy 7,160.0 $521K 0.08% -84K -92.2% $72.78 +6.7%
65 EFA ISHARES TR 5,231.0 $508K 0.08% -230.0 -4.2% $97.13 +5.3%
66 BXP BXP INC Real Estate 9,694.0 $503K 0.08% -3K -24.2% $51.90 +15.5%
67 NFLX NETFLIX INC. Communication Services 5,096.0 $490K 0.07% -184.0 -3.5% $96.15 -7.0%
68 AMH AMERICAN HOMES 4 RENT Real Estate 17,000.0 $475K 0.07% -2K -12.1% $27.92 +12.5%
69 EFV ISHARES TR 6,094.0 $453K 0.07% -810.0 -11.7% $74.35 +4.8%
70 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,660.0 $362K 0.06% -500.0 -15.8% $136.09 -8.6%
71 LOW LOWES COS INC Consumer Cyclical 1,511.0 $357K 0.05% -2K -52.8% $236.35 -7.1%
72 MA MASTERCARD INCORPORATED Financial Services 650.0 $325K 0.05% -28.0 -4.1% $499.70 +0.1%
73 SIRI SIRIUSXM HOLDINGS INC Communication Services 13,977.0 $323K 0.05% -1K -8.2% $23.08 +13.6%
74 SO SOUTHERN CO Utilities 2,970.0 $287K 0.04% -125.0 -4.0% $96.52 -3.6%
75 AMP AMERIPRISE FINL INC Financial Services 677.0 $285K 0.04% -10.0 -1.5% $420.69 +12.7%
76 TJX TJX COS INC NEW Consumer Cyclical 1,543.0 $246K 0.04% -904.0 -36.9% $159.70 -6.0%
77 CWEN CLEARWAY ENERGY INC Utilities 6,210.0 $244K 0.04% -3K -28.8% $39.29 -8.0%
78 AMLP ALPS ETF TR 4,375.0 $230K 0.04% -500.0 -10.3% $52.64 +3.3%
79 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 14,165.0 $212K 0.03% -670.0 -4.5% $14.95 +5.9%
Page 4 of 4  ·  79 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 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%