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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFA ISHARES TR 5,461.0 $524K 0.08% NEW $96.03 +6.4%
142 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14,708.0 $519K 0.08% NEW $35.30 +4.8%
143 LMT LOCKHEED MARTIN CORP Industrials 1,072.0 $518K 0.08% NEW $483.67 +8.0%
144 MCK MCKESSON CORP Healthcare 610.0 $500K 0.08% NEW $820.29 -7.8%
145 NFLX NETFLIX INC Communication Services 5,280.0 $495K 0.08% NEW $93.76 -6.5%
146 SRE SEMPRA Utilities 5,595.0 $494K 0.08% NEW $88.29 +4.0%
147 EFV ISHARES TR 6,904.0 $493K 0.08% NEW $71.41 +9.0%
148 GS GOLDMAN SACHS GROUP INC Financial Services 556.0 $489K 0.08% NEW $878.86 +7.3%
149 TLT ISHARES TR 5,500.0 $479K 0.08% NEW $87.16 -4.6%
150 MLM MARTIN MARIETTA MATLS INC Basic Materials 752.0 $468K 0.07% NEW $622.66 -14.8%
151 SNPS SYNOPSYS INC Technology 987.0 $464K 0.07% NEW $469.72 +2.1%
152 LH LABCORP HOLDINGS INC Healthcare 1,828.0 $459K 0.07% NEW $250.88 +0.9%
153 VIG VANGUARD SPECIALIZED FUNDS 2,070.0 $455K 0.07% NEW $219.78 +4.2%
154 CVX CHEVRON CORP NEW Energy 2,970.0 $453K 0.07% NEW $152.41 +29.5%
155 HUBB HUBBELL INC Industrials 1,000.0 $444K 0.07% NEW $444.11 +3.8%
156 IDXX IDEXX LABS INC Healthcare 632.0 $428K 0.07% NEW $676.53 -20.4%
157 JPIB J P MORGAN EXCHANGE TRADED F 8,750.0 $426K 0.07% NEW $48.70 -2.2%
158 MCD MCDONALDS CORP Consumer Cyclical 1,383.0 $423K 0.07% NEW $305.70 -9.1%
159 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,775.0 $417K 0.07% NEW $28.21 +50.7%
160 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,160.0 $412K 0.07% NEW $130.50 -5.5%
Page 8 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%