Arkolith/Funds/Global Trust Asset Management, LLC

Global Trust Asset Management, LLC

CIK 1729672
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Global Trust Asset Management, LLC holds a diversified book of 462 stocks worth $319.7M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Maxlinear Inc and trimmed Lumentum Holdings Inc. Their largest long position is Ishares 1-3 Year Treasury Bo at 7% of the equity book. Cloning the disclosed picks since 2024 would be +48% (+23.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
326
bought for the first time
Added to
83
already held, bought more
Trimmed
178
sold some, still holds it
Sold out
50
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+47.5%
+23.5%/yr · since Oct '24
Their reported book
+37.1%
held from quarter-end
S&P 500
+34.9%
same window
$9K$10K$12K$14K$15KOct '24Mar '25Jul '25Dec '25Apr '26Aug '26
Global Trust Asset Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 10.4 points over this window.

Growth of $10,000 cloning Global Trust Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
37%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
32%
Industrials
8%
Financials
8%
Consumer Discretionary
5%
Communication Services
4%
Health Care
4%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Global Trust Asset Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$819.2B
ROYAL BANK OF CANADA80 / 80$163.8B
OSAIC HOLDINGS, INC.80 / 80$15.1B
JPMORGAN CHASE & CO79 / 80$562.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$50.9B
MORGAN STANLEY78 / 80$579.7B
UBS Group AG78 / 80$155.0B
RAYMOND JAMES FINANCIAL INC78 / 80$83.2B

Ranked by how many of Global Trust Asset Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

462 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
1 3 YR TREAS BD
$21.8M265.3K
6.8%
+31%
Added · +63K sh
2Ishares TR
3 7 YR TREAS BD
$16.4M140.0K
5.1%
+45%
Added · +43K sh
3Ishares TR
7-10 YR TRSY BD
$13.7M145.3K
4.3%
+47%
Added · +46K sh
4Lumentum Hldgs Inc
COM
$12.0M14.0K
3.8%
−4.9%
Reduced · −723 sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$11.2M15.0K
3.5%
+0.1%
Added · +11 sh
6Applied Optoelectronics Inc
COM
$10.3M69.8K
3.2%
+17%
Added · +10K sh
7Apple Inc
COM
$9.4M32.5K
2.9%
−19%
Reduced · −7K sh
8Invesco QQQ TR
UNIT SER 1
$9.3M12.7K
2.9%
−23%
Reduced · −4K sh
9Caterpillar Inc
COM
$7.7M7.3K
2.4%
−6.0%
Reduced · −462 sh
10Vanguard Scottsdale FDS
SHORT TERM TREAS
$7.6M130.6K
2.4%
+339%
Added · +101K sh
11Sandisk Corp
COM
$7.5M3.3K
2.3%
+26%
Added · +677 sh
12Vanguard Star FDS
VG TL INTL STK F
$7.4M86.1K
2.3%
+46%
Added · +27K sh
13Micron Technology Inc
COM
$6.9M6.0K
2.2%
+13%
Added · +698 sh
14Applied Matls Inc
COM
$6.6M9.1K
2.1%
−36%
Reduced · −5K sh
15NextEra Energy Inc
COM
$6.4M72.4K
2.0%
+20%
Added · +12K sh
16Amazon Com Inc
COM
$5.2M21.7K
1.6%
−4.6%
Reduced · −1K sh
17Advanced Micro Devices Inc
COM
$5.1M8.8K
1.6%
−9.4%
Reduced · −915 sh
18Nvidia Corporation
COM
$4.8M24.0K
1.5%
+7.3%
Added · +2K sh
19Vertiv Holdings Co
COM CL A
$4.7M14.1K
1.5%
+8.7%
Added · +1K sh
20Lam Research Corp
COM NEW
$4.2M9.7K
1.3%
−9.1%
Reduced · −977 sh
21Palantir Technologies Inc
CL A
$4.0M34.6K
1.3%
−13%
Reduced · −5K sh
22Alphabet Inc
CAP STK CL C
$3.9M11.1K
1.2%
−19%
Reduced · −3K sh
23Goldman Sachs Group Inc
COM
$3.9M3.9K
1.2%
+14%
Added · +477 sh
24Microsoft Corp
COM
$3.9M10.4K
1.2%
−26%
Reduced · −4K sh
25Walmart Inc
COM
$3.9M34.1K
1.2%
+12%
Added · +4K sh
26Berkshire Hathaway Inc Del
CL B NEW
$3.8M7.7K
1.2%
−44%
Reduced · −6K sh
27Merck & Co Inc
COM
$3.7M28.7K
1.2%
+12%
Added · +3K sh
28Chevron Corporation
COM
$3.6M22.0K
1.1%
+11%
Added · +2K sh
29American Express Co
COM
$3.5M10.3K
1.1%
+35%
Added · +3K sh
30Mastercard Incorporated
CL A
$3.4M6.5K
1.1%
−22%
Reduced · −2K sh
31JPMorgan Chase & Co
COM
$3.3M10.1K
1.0%
+31%
Added · +2K sh
32Visa Inc
COM CL A
$3.2M9.3K
1.0%
−21%
Reduced · −2K sh
33Alphabet Inc
CAP STK CL A
$3.1M8.6K
1.0%
+3.6%
Added · +298 sh
34Vanguard BD Index FDS
VANGUARD ULTRA
$2.7M54.8K
0.9%
+46%
Added · +17K sh
35Kla Corp
COM NEW
$2.6M8.7K
0.8%
12×
Added · +8K sh
36Costco Wholesale Corporation
COM
$2.6M2.8K
0.8%
+0.4%
Added · +12 sh
37Wesco Intl Inc
COM
$2.5M7.3K
0.8%
−10.0%
Reduced · −805 sh
38Bristol-Myers Squibb Co
COM
$2.3M39.3K
0.7%
+30%
Added · +9K sh
39Ge Vernova Inc
COM
$2.3M1.9K
0.7%
+81%
Added · +862 sh
40Lowes Cos Inc
COM
$2.2M10.1K
0.7%
−27%
Reduced · −4K sh
41ASML Hldg NV
N Y REGISTRY SHS
$2.2M1.1K
0.7%
+22%
Added · +202 sh
42Palo Alto Networks Inc
COM
$2.1M6.2K
0.7%
+3.7%
Added · +224 sh
43Celestica Inc
COM
$2.0M5.4K
0.6%
−36%
Reduced · −3K sh
44Maxlinear Inc
COM
$1.7M13.3K
0.5%
New
New position
45RTX Corporation
COM
$1.7M8.7K
0.5%
−23%
Reduced · −3K sh
46McKesson Corp
COM
$1.6M2.1K
0.5%
−47%
Reduced · −2K sh
47Broadcom Inc
COM
$1.6M4.3K
0.5%
−38%
Reduced · −3K sh
48Heico Corp New
COM
$1.6M4.4K
0.5%
Held
49Silicon Motion Technology Co
SPONSORED ADR
$1.4M4.3K
0.4%
New
New position
50Sitime Corp
COM
$1.2M1.7K
0.4%
New
New position
Showing 50 of 462 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026487$319.7M13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026483$261.5M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026481$253.3M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025525$221.1M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025504$187.0M13F-HR
Q1 2025Mar 31, 2025Apr 18, 2025491$164.1M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025550$263.7M13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024514$269.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.