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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 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NRG NRG ENERGY INC Utilities 1,650.0 $241K 0.04% +25.0 +1.5% $146.14 -7.8%
202 XLB SELECT SECTOR SPDR TR 4,800.0 $240K 0.04% $49.97 +0.7%
203 IEF ISHARES TR 2,500.0 $239K 0.04% $95.44 -2.0%
204 CI THE CIGNA GROUP Healthcare 870.0 $232K 0.04% +39.0 +4.7% $266.75 +6.9%
205 AMLP ALPS ETF TR 4,375.0 $230K 0.04% -500.0 -10.3% $52.64 +2.7%
206 IEFA ISHARES TR 2,496.0 $226K 0.03% +59.0 +2.4% $90.53 +5.2%
207 GM GENERAL MTRS CO Consumer Cyclical 3,021.0 $225K 0.03% +360.0 +13.5% $74.50 +4.4%
208 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 7,250.0 $220K 0.03% +250.0 +3.6% $30.36 +0.7%
209 XEL XCEL ENERGY INC Utilities 2,750.0 $218K 0.03% $79.44 +0.7%
210 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 14,165.0 $212K 0.03% -670.0 -4.5% $14.95 +0.5%
211 SABA SABA CAPITAL INCOME & OPPORT Financial Services 25,000.0 $208K 0.03% +8K +42.9% $8.32 +0.4%
212 CB CHUBB LTD SWITZ Financial Services 633.0 $206K 0.03% NEW $325.93 -0.5%
213 BLK BLACKROCK INC Financial Services 214.0 $206K 0.03% $961.71 +12.5%
214 AMAT APPLIED MATLS INC Technology 600.0 $205K 0.03% NEW $341.79 +27.7%
215 EQR EQUITY RESIDENTIAL Real Estate 3,450.0 $204K 0.03% $59.15 +9.9%
216 HON HONEYWELL INTL INC Industrials 889.0 $201K 0.03% NEW $225.93 -3.6%
217 COP CONOCOPHILLIPS Energy 1,518.0 $200K 0.03% NEW $132.00 -9.9%
218 PAI WESTERN ASSET INVESTMENT GRA Financial Services 15,000.0 $181K 0.03% $12.10 -0.3%
219 LAND GLADSTONE LD CORP Real Estate 17,500.0 $178K 0.03% +5K +40.0% $10.20 -7.5%
220 RITM RITHM CAPITAL CORP Real Estate 17,625.0 $167K 0.03% NEW $9.48 -1.9%
Page 11 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%