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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVZ INVESCO LTD SHS Financial Services 12.0 $317.0 NEW $26.42 +23.6%
102 CGNX COGNEX CORP COM Technology 4.0 $290.0 NEW $72.50 -14.5%
103 GTLB GITLAB INC CLASS A COM Technology 9.0 $275.0 NEW $30.56 +38.6%
104 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 7.0 $188.0 NEW $26.86 -2.7%
105 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 1.0 $179.0 NEW $179.00 +22.0%
106 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 1.0 $176.0 NEW $176.00 +2.3%
107 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 20.0 $175.0 NEW $8.75 +35.9%
108 MORN MORNINGSTAR INC COM Financial Services 1.0 $156.0 NEW $156.00 +37.5%
109 LOPE GRAND CANYON ED INC COM Consumer Defensive 1.0 $143.0 NEW $143.00 +2.8%
110 CTRE CARETRUST REIT INC COM Real Estate 3.0 $121.0 NEW $40.33 -1.9%
111 BDC BELDEN INC COM Technology 1.0 $120.0 NEW $120.00 +7.2%
112 SUI SUN CMNTYS INC COM Real Estate 1.0 $120.0 NEW $120.00 +1.5%
113 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2.0 $114.0 NEW $57.00 +20.4%
114 MZTI MARZETTI COMPANY COM Consumer Defensive 1.0 $114.0 NEW $114.00 +2.3%
115 PSQ HOLDINGS INC COM SHS CL A 233.0 $94.0 NEW $0.40
116 POST POST HLDGS INC COM Consumer Defensive 1.0 $88.0 NEW $88.00 -9.1%
117 VRNS VARONIS SYS INC COM Technology 2.0 $84.0 NEW $42.00 +2.1%
118 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 1.0 $82.0 NEW $82.00 -40.4%
119 CHWY CHEWY INC CL A Consumer Cyclical 4.0 $79.0 NEW $19.75 +21.0%
120 SLM SLM CORP COM Financial Services 3.0 $78.0 NEW $26.00 +4.3%
Page 6 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%