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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 11,944.0 $431K 0.07% +6K +89.0% $36.12 +5.1%
162 JPIB J P MORGAN EXCHANGE TRADED F 8,750.0 $418K 0.06% $47.82 -0.3%
163 OKE ONEOK INC NEW Energy 4,566.0 $413K 0.06% $90.39 +0.7%
164 VOO VANGUARD INDEX FDS 683.0 $408K 0.06% +53.0 +8.4% $597.82 +13.7%
165 CRWD CROWDSTRIKE HLDGS INC Technology 1,025.0 $400K 0.06% NEW $390.41 +48.5%
166 KLAC KLA CORP Technology 271.0 $399K 0.06% $1472.41 +28.6%
167 SNPS SYNOPSYS INC Technology 987.0 $391K 0.06% $396.48 +28.6%
168 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,660.0 $362K 0.06% -500.0 -15.8% $136.09 -8.7%
169 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,232.0 $358K 0.05% $290.49 +1.7%
170 LOW LOWES COS INC Consumer Cyclical 1,511.0 $357K 0.05% -2K -52.8% $236.35 -5.4%
171 IDXX IDEXX LABS INC Healthcare 632.0 $355K 0.05% $561.89 -5.2%
172 PGR PROGRESSIVE CORP Financial Services 1,759.0 $349K 0.05% +19.0 +1.1% $198.24 -1.2%
173 AEP AMERICAN ELEC PWR CO INC Utilities 2,660.0 $349K 0.05% $131.08 -4.5%
174 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,780.0 $348K 0.05% $195.40 +1.7%
175 JCI JOHNSON CONTROLS INTERNATION Industrials 2,656.0 $348K 0.05% $130.95 +9.8%
176 CIBR FIRST TR EXCHANGE-TRADED FD 5,325.0 $334K 0.05% +750.0 +16.4% $62.68 +26.1%
177 ILCG ISHARES TR 3,460.0 $330K 0.05% $95.48 +20.7%
178 MA MASTERCARD INCORPORATED Financial Services 650.0 $325K 0.05% -28.0 -4.1% $499.70 -2.0%
179 RTX RTX CORPORATION Industrials 1,674.0 $323K 0.05% +35.0 +2.1% $192.90 -8.9%
180 SIRI SIRIUSXM HOLDINGS INC Communication Services 13,977.0 $323K 0.05% -1K -8.2% $23.08 +13.6%
Page 9 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%