Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Trust Asset Management, LLC (CIK 1729672) reported $261.5M across 452 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHY ($16.7M, 6.40%), IEI ($11.5M, 4.39%), LITE ($10.4M, 3.96%), AAPL ($10.1M, 3.88%), SPY ($9.8M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $16.7M | 6.40% | 202,776 | Added |
| 2 | IEI | ISHARES TR | $11.5M | 4.39% | 96,832 | Added |
| 3 | LITE | LUMENTUM HLDGS INC | $10.4M | 3.96% | 14,730 | Trimmed |
| 4 | AAPL | APPLE INC | $10.1M | 3.88% | 39,945 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $9.8M | 3.74% | 15,021 | Added |
| 6 | IEF | ISHARES TR | $9.4M | 3.61% | 98,909 | Added |
| 7 | QQQ | INVESCO QQQ TR | $9.5M | 3.61% | 16,378 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.5M | 2.49% | 13,574 | Trimmed |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | $5.8M | 2.22% | 39,702 | Trimmed |
| 10 | NEE | NEXTERA ENERGY INC | $5.6M | 2.14% | 60,377 | Added |
| 11 | CAT | CATERPILLAR INC | $5.5M | 2.09% | 7,718 | Added |
| 12 | MSFT | MICROSOFT CORP | $5.2M | 1.97% | 13,949 | Trimmed |
| 13 | AAOI | APPLIED OPTOELECTRONICS INC | $5.0M | 1.93% | 59,562 | Added |
| 14 | AMAT | APPLIED MATLS INC | $4.9M | 1.88% | 14,381 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $4.7M | 1.81% | 22,731 | Trimmed |
| 16 | VXUS | VANGUARD STAR FDS | $4.5M | 1.74% | 58,911 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $4.2M | 1.60% | 8,356 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $4.1M | 1.57% | 19,783 | Added |
| 19 | GOOG | ALPHABET INC | $3.9M | 1.50% | 13,670 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $3.9M | 1.49% | 22,335 | Trimmed |
| 21 | WMT | WALMART INC | $3.8M | 1.45% | 30,423 | Added |
| 22 | V | VISA INC | $3.6M | 1.37% | 11,822 | Added |
| 23 | MCK | MCKESSON CORP | $3.5M | 1.35% | 4,076 | Trimmed |
| 24 | LOW | LOWES COS INC | $3.3M | 1.25% | 13,811 | Added |
| 25 | VRT | VERTIV HOLDINGS CO | $3.2M | 1.24% | 12,945 | Added |
Source: SEC Form 13F filings · as of 2026-03-31