Global Trust Asset Management, LLC
•CIK: 1729672•Filing: Q4 2025
**Global Trust Asset Management, LLC** manages $253M across a diversified portfolio of 455 positions. The strategy exhibits significant allocations to fixed income and broad market indices, notably holding $15.3M in SHY and $10.2M in SPY. Key technology and market exposure is evident through substantial positions in AAPL ($10.9M), MSFT ($6.8M), and NDQ ($10.1M). This structure suggests a tactical blend of defensive income generation and growth-oriented equity exposure.
Total AUM
$253.3M
QoQ Performance
+14.6%
Positions
344
Top 10 Concentration
37.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SHY
SHY6.0%
AAPL4.3%
IEI4.1%
SPY4.0%
NDQ4.0%
IEF3.4%
PLTR2.8%
BRK/B2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.0%
Technology15.4%
Financial10.0%
Consumer7.2%
ETF4.1%
Healthcare3.9%
Industrial3.5%
Utilities2.0%
🚪 Exited Positionssold since Q3 2025
+306 more exited positions
Changes from Q3 2025
NEW10 new positions
↑56 increased
↓118 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023