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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 40 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,106.0 $216K 0.01% NEW $195.40 +7.7%
782 CTRA COTERRA ENERGY INC Energy 6,140.0 $216K 0.01% NEW $35.15 -7.4%
783 HYXF ISHARES TR 4,648.0 $215K 0.01% $46.31 +0.5%
784 AVES AMERICAN CENTY ETF TR 3,585.0 $215K 0.01% NEW $59.98 +10.5%
785 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,646.0 $214K 0.01% -496.0 -15.8% $80.95 -1.8%
786 THEMES ETF TR 90,000.0 $213K 0.01% NEW $2.37
787 SPAB SPDR SERIES TRUST 8,324.0 $213K 0.01% -3K -25.2% $25.62 -1.0%
788 MINO PIMCO ETF TR 4,698.0 $212K 0.01% -105.0 -2.2% $45.17 -0.4%
789 FELC FIDELITY COVINGTON TRUST 5,832.0 $212K 0.01% NEW $36.27 +15.1%
790 MLN VANECK ETF TRUST 12,000.0 $209K 0.01% NEW $17.44 -0.6%
791 FMB FIRST TR EXCH TRADED FD III 4,117.0 $209K 0.01% -5K -52.4% $50.66 +0.0%
792 HSY HERSHEY CO Consumer Defensive 996.0 $207K 0.01% NEW $207.89 -6.3%
793 ALLY ALLY FINL INC Financial Services 5,251.0 $206K 0.01% -444.0 -7.8% $39.23 +7.9%
794 BSCV INVESCO EXCH TRD SLF IDX FD 12,513.0 $206K 0.01% -2K -14.3% $16.46 -0.8%
795 MP MP MATERIALS CORP Basic Materials 4,263.0 $206K 0.01% NEW $48.26 +33.6%
796 FSLY FASTLY INC Technology 7,050.0 $205K 0.01% -3K -29.9% $29.06 -43.8%
797 FNDF SCHWAB STRATEGIC TR 4,177.0 $204K 0.01% NEW $48.93 +9.1%
798 IG PRINCIPAL EXCHANGE TRADED FD 9,716.0 $201K 0.01% $20.64 -0.6%
799 SHEL SHELL PLC Energy 2,152.0 $200K 0.01% NEW $93.02 -7.9%
800 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 5,345.0 $200K 0.01% $37.45 +1.3%
Page 40 of 42  ·  829 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
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%