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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $2.2B AUM 2,278 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 133 New 767 Added 541 Reduced 121 Exited
Page 22 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 4,660.0 $100K 0.01% +3K +196.1% $21.44 -0.7%
422 CL COLGATE PALMOLIVE CO COM Consumer Defensive 1,085.0 $99K 0.01% +16.0 +1.5% $91.68 -0.7%
423 HL HECLA MINING COMPANY COM Basic Materials 6,405.0 $99K 0.01% +156.0 +2.5% $15.43 +34.3%
424 RVMD REVOLUTION MEDICINES INC COM Healthcare 524.0 $98K 0.00% +172.0 +48.9% $187.28 +11.8%
425 DVN DEVON ENERGY CORP Energy 2,359.0 $97K 0.00% +546.0 +30.1% $41.32 +18.8%
426 IMCB ISHARES MORNINGSTAR MID-CAP ETF 995.0 $96K 0.00% +10.0 +1.0% $96.53 +3.5%
427 WWJD INSPIRE INTERNATIONAL ETF 2,503.0 $95K 0.00% +554.0 +28.4% $38.13 +8.3%
428 IBD INSPIRE CORPORATE BOND ETF 4,012.0 $95K 0.00% +2K +76.2% $23.77 -0.5%
429 WULF TERAWULF INC COM Financial Services 3,817.0 $94K 0.00% +106.0 +2.9% $24.70 -36.7%
430 FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 2,449.0 $94K 0.00% +713.0 +41.1% $38.21 -2.4%
431 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 3,582.0 $92K 0.00% +2K +163.6% $25.73 -0.0%
432 CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 801.0 $91K 0.00% +406.0 +102.8% $113.10 -20.5%
433 CE CELANESE CORPORATION Basic Materials 1,932.0 $89K 0.00% +117.0 +6.5% $46.00 +1.7%
434 MGK VANGUARD MEGA CAP GROWTH ETF 985.0 $87K 0.00% +788.0 +400.0% $87.94 +1.1%
435 ON ON SEMICONDUCTOR CORP COM Technology 911.0 $86K 0.00% +894.0 +5258.8% $94.54 -21.5%
436 STM STMICROELECTRONICS N V NY REGISTRY Technology 1,096.0 $82K 0.00% +1K +1041.7% $74.89 -32.5%
437 IAT ISHARES DOW JONES US REGIONAL BANKS 1,316.0 $82K 0.00% +8.0 +0.6% $62.21 +0.3%
438 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 277.0 $81K 0.00% +89.0 +47.3% $293.18 +4.1%
439 RKLB ROCKET LAB CORP COM Industrials 797.0 $81K 0.00% +430.0 +117.2% $101.60 -28.6%
440 GNTX GENTEX CORP Consumer Cyclical 3,199.0 $81K 0.00% +800.0 +33.4% $25.27 -6.5%
Page 22 of 39  ·  767 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 27.7%
Financial Services 25.5%
Industrials 12.3%
Healthcare 8.5%
Consumer Cyclical 6.4%
Utilities 6.2%
Consumer Defensive 4.9%
Communication Services 3.8%
Energy 2.3%
Basic Materials 1.9%