Global Trust Asset Management, LLC
Top Portfolio Positions
298 positions ·
$192,840,448 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
14,730 | $10,351,654 | 5.37% | |
| AAPL |
Apple Inc.
Technology
|
39,945 | $10,137,641 | 5.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,021 | $9,768,757 | 5.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,378 | $9,453,054 | 4.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,574 | $6,504,660 | 3.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
39,702 | $5,807,608 | 3.01% | |
| NEE |
Nextera Energy Inc
Utilities
|
60,377 | $5,607,815 | 2.91% | |
| CAT |
Caterpillar Inc
Industrials
|
7,718 | $5,467,894 | 2.84% | |
| MSFT |
Microsoft Corp
Technology
|
13,949 | $5,163,501 | 2.68% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
59,562 | $5,038,349 | 2.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,412 | 97 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,302 | 97 | Shares | Sole | 2026-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||