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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GATX GATX CORP COM Industrials 6.0 $1K NEW $177.17 -0.3%
82 VERSIGENT PLC ORDINARY SHARES 21.0 $882.0 NEW $42.00
83 CW CURTISS WRIGHT CORP COM Industrials 1.0 $758.0 NEW $758.00 -10.5%
84 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 77.0 $745.0 NEW $9.68 -5.7%
85 ENS ENERSYS COM Industrials 3.0 $701.0 NEW $233.67 -15.8%
86 LOAR LOAR HOLDINGS INC COM SHS Industrials 8.0 $645.0 NEW $80.62 -5.1%
87 SAM BOSTON BEER INC CL A Consumer Defensive 3.0 $531.0 NEW $177.00 +4.3%
88 GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 10.0 $503.0 NEW $50.30 -0.4%
89 ACM AECOM COM Industrials 7.0 $489.0 NEW $69.86 -10.2%
90 ERIE ERIE INDTY CO CL A Financial Services 2.0 $480.0 NEW $240.00 +10.9%
91 FLY FIREFLY AEROSPACE INC COM Industrials 15.0 $441.0 NEW $29.40 -12.4%
92 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 8.0 $423.0 NEW $52.88 -0.7%
93 YSS YORK SPACE SYSTEMS INC COM Technology 17.0 $419.0 NEW $24.65 -58.9%
94 SATL SATELLOGIC INC COM CL A Technology 72.0 $412.0 NEW $5.72 -2.2%
95 AM ANTERO MIDSTREAM CORP COM Energy 17.0 $387.0 NEW $22.76 -1.2%
96 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 18.0 $385.0 NEW $21.39 -15.3%
97 WING WINGSTOP INC COM Consumer Cyclical 2.0 $347.0 NEW $173.50 -30.1%
98 DUOL DUOLINGO INC CL A COM Technology 3.0 $345.0 NEW $115.00 +27.9%
99 CNA CNA FINL CORP COM Financial Services 7.0 $340.0 NEW $48.57 +2.7%
100 MC MOELIS & CO CL A Financial Services 5.0 $327.0 NEW $65.40 +6.2%
Page 5 of 7  ·  133 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 27.4%
Financial Services 25.2%
Industrials 12.1%
Healthcare 8.4%
Consumer Cyclical 6.3%
Utilities 6.1%
Communication Services 4.9%
Consumer Defensive 4.9%
Energy 2.3%
Basic Materials 1.9%