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Portfolio (Quarterly) Guide ↗

Gilman Hill Asset Management, LLC

· CIK 0001551969
13F Portfolio $663M AUM 225 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 75 Added 79 Reduced 16 Exited
Page 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAA MID-AMER APT CMNTYS INC Real Estate 4,502.0 $550K 0.08% -530.0 -10.5% $122.12 +5.0%
142 SRE SEMPRA Utilities 5,595.0 $544K 0.08% $97.17 -7.1%
143 MCK MCKESSON CORP Healthcare 610.0 $528K 0.08% $865.36 -10.3%
144 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14,708.0 $526K 0.08% $35.74 +2.6%
145 WMB WILLIAMS COS INC Energy 7,160.0 $521K 0.08% -84K -92.2% $72.78 +6.7%
146 EFA ISHARES TR 5,231.0 $508K 0.08% -230.0 -4.2% $97.13 +4.9%
147 BXP BXP INC Real Estate 9,694.0 $503K 0.08% -3K -24.2% $51.90 +13.0%
148 TLT ISHARES TR 5,750.0 $498K 0.07% +250.0 +4.5% $86.69 -4.2%
149 HUBB HUBBELL INC Industrials 1,000.0 $491K 0.07% $490.74 -4.0%
150 NFLX NETFLIX INC. Communication Services 5,096.0 $490K 0.07% -184.0 -3.5% $96.15 -6.8%
151 LH LABCORP HOLDINGS INC Healthcare 1,828.0 $488K 0.07% $266.81 -4.2%
152 AMH AMERICAN HOMES 4 RENT Real Estate 17,000.0 $475K 0.07% -2K -12.1% $27.92 +13.6%
153 GS GOLDMAN SACHS GROUP INC Financial Services 556.0 $471K 0.07% $846.34 +11.8%
154 TRGP TARGA RES CORP Energy 1,863.0 $467K 0.07% $250.73 +9.6%
155 NEM NEWMONT CORP Basic Materials 4,230.0 $458K 0.07% NEW $108.25 +1.5%
156 EFV ISHARES TR 6,094.0 $453K 0.07% -810.0 -11.7% $74.35 +4.5%
157 MO ALTRIA GROUP INC Consumer Defensive 6,754.0 $446K 0.07% +422.0 +6.7% $65.99 +11.7%
158 VIG VANGUARD SPECIALIZED FUNDS 2,070.0 $445K 0.07% $215.06 +6.7%
159 MLM MARTIN MARIETTA MATLS INC Basic Materials 752.0 $443K 0.07% $588.68 -5.6%
160 MCD MCDONALDS CORP Consumer Cyclical 1,410.0 $438K 0.07% +27.0 +1.9% $310.87 -9.1%
Page 8 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%