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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AUR AURORA INNOVATION INC CLASS A COM Technology 11.0 $75.0 NEW $6.82 -9.8%
122 NWSA NEWS CORP NEW CL A Communication Services 3.0 $74.0 NEW $24.67 +19.1%
123 QXO QXO INC COM NEW Industrials 4.0 $69.0 NEW $17.25 -21.7%
124 REXR REXFORD INDL RLTY INC COM Real Estate 2.0 $67.0 NEW $33.50 +10.6%
125 SAIL SAILPOINT INC COM Technology 4.0 $59.0 NEW $14.75 +30.2%
126 VLYPN VALLEY NATL BANCORP COM Financial Services 4.0 $59.0 NEW $14.75 +74.0%
127 TEM TEMPUS AI INC CL A Healthcare 1.0 $58.0 NEW $58.00 -14.9%
128 HOMB HOME BANCSHARES INC COM Financial Services 2.0 $57.0 NEW $28.50 +8.7%
129 DBX DROPBOX INC CL A Technology 2.0 $55.0 NEW $27.50 +23.2%
130 MGY MAGNOLIA OIL & GAS CORP CL A Energy 2.0 $51.0 NEW $25.50 +5.5%
131 AMERICAN BITCOIN CORP. COM CL A 74.0 $50.0 NEW $0.68
132 UNIT UNITI GROUP LLC COM SHS Real Estate 2.0 $23.0 NEW $11.50 -13.8%
133 SOWG SOW GOOD INC COM Consumer Defensive 1.0 $4.0 NEW $4.00 -15.8%
Page 7 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%