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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ANNALY CAPITAL MANAGEMENT IN 15,125.0 $320K 0.05% +125.0 +0.8% $21.15
182 BND VANGUARD BD INDEX FDS 4,307.0 $317K 0.05% +200.0 +4.9% $73.64 -1.2%
183 FEDERATED HERMES INC 5,494.0 $312K 0.05% $56.71
184 GE GE AEROSPACE Industrials 1,088.0 $309K 0.05% +22.0 +2.1% $283.69 +2.8%
185 GDX VANECK ETF TRUST 3,250.0 $298K 0.04% +750.0 +30.0% $91.77 -4.8%
186 AMGN AMGEN INC Healthcare 846.0 $298K 0.04% +5.0 +0.6% $352.03 -7.3%
187 VUG VANGUARD INDEX FDS 669.0 $292K 0.04% $436.79 -80.0%
188 VRTX VERTEX PHARMACEUTICALS INC Healthcare 650.0 $290K 0.04% NEW $446.54 +0.9%
189 SO SOUTHERN CO Utilities 2,970.0 $287K 0.04% -125.0 -4.0% $96.52 -2.9%
190 VBR VANGUARD INDEX FDS 1,318.0 $286K 0.04% $217.25 +4.6%
191 AMP AMERIPRISE FINL INC Financial Services 677.0 $285K 0.04% -10.0 -1.5% $420.69 +11.8%
192 EXR EXTRA SPACE STORAGE INC Real Estate 2,100.0 $275K 0.04% +410.0 +24.3% $131.13 +8.4%
193 AES AES CORP Utilities 19,100.0 $269K 0.04% $14.09 +2.7%
194 IYM ISHARES TR 1,500.0 $264K 0.04% $175.92 +2.4%
195 AGNC AGNC INVT CORP Real Estate 26,000.0 $261K 0.04% +1K +4.5% $10.03 +3.1%
196 PH PARKER-HANNIFIN CORP Industrials 289.0 $259K 0.04% $895.24 -1.7%
197 FSLR FIRST SOLAR INC Energy 1,250.0 $247K 0.04% NEW $197.26 +17.4%
198 TJX TJX COS INC NEW Consumer Cyclical 1,543.0 $246K 0.04% -904.0 -36.9% $159.70 -7.7%
199 MSTR STRATEGY INC Technology 1,962.0 $245K 0.04% $124.80 +49.8%
200 CWEN CLEARWAY ENERGY INC Utilities 6,210.0 $244K 0.04% -3K -28.8% $39.29 -3.2%
Page 10 of 12  ·  225 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%