Portfolio (Quarterly) Guide ↗

Gladstone Institutional Advisory LLC

· CIK 0001766530

13F Portfolio $2.7B AUM 829 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 108 New 357 Added 287 Reduced 67 Exited

Page 4 of 4 · 67 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	MET	METLIFE INC	Financial Services	2,564	$202K	0.01%	SOLD
62	BDX	BECTON DICKINSON & CO	Healthcare	1,033	$201K	0.01%	SOLD
63	VTWO	VANGUARD SCOTTSDALE FDS	—	2,010	$200K	0.01%	SOLD
64	GRAB	GRAB HOLDINGS LIMITED	Technology	21,500	$107K	0.00%	SOLD
65	RR	RICHTECH ROBOTICS INC	Industrials	12,704	$41K	0.00%	SOLD
66	BTBT	BIT DIGITAL INC	Financial Services	19,735	$37K	0.00%	SOLD
67	HIVE	HIVE DIGITAL TECHNOLOGIES LT	Financial Services	11,084	$29K	0.00%	SOLD

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Sector Allocation

Technology 29.5%

Financial Services 21.2%

Industrials 9.8%

Consumer Cyclical 8.8%

Communication Services 8.3%

Healthcare 8.3%

Energy 5.7%

Consumer Defensive 4.5%

Utilities 1.7%

Basic Materials 1.2%