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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 20 of 28  ·  541 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RVTY REVVITY INC COM Healthcare 160.0 $18K 0.00% -1.0 -0.6% $111.26 +7.4%
382 EEMX STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF 318.0 $17K 0.00% -2.0 -0.6% $54.12 -3.6%
383 KBH KB HOME COM Consumer Cyclical 270.0 $17K 0.00% -2.0 -0.7% $62.59 -9.9%
384 HAL HALLIBURTON CO COM Energy 497.0 $17K 0.00% -444.0 -47.2% $33.97 +3.1%
385 KHC KRAFT HEINZ CO COM Consumer Defensive 705.0 $17K 0.00% -21.0 -2.9% $23.62 +8.7%
386 NOV NATIONAL OILWELL VARCO INC Energy 879.0 $16K 0.00% -269.0 -23.4% $18.55 +11.5%
387 WFRD WEATHERFORD INTL PLC ORD SHS Energy 197.0 $16K 0.00% -71.0 -26.5% $81.50 +13.2%
388 PNR PENTAIR PLC SHS Industrials 205.0 $16K 0.00% -195.0 -48.8% $76.66 -14.4%
389 VEEV VEEVA SYS INC CL A COM Healthcare 87.0 $15K 0.00% -1.0 -1.1% $177.47 +41.4%
390 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 327.0 $14K 0.00% -2K -84.8% $43.11 +1.9%
391 LITHIUM ARGENTINA AG COM SHS 1,658.0 $14K 0.00% -3K -64.4% $8.27
392 ROP ROPER INDUSTRIES INC Industrials 40.0 $14K 0.00% -104.0 -72.2% $338.40 +20.4%
393 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 79.0 $13K 0.00% -35.0 -30.7% $168.42 +12.1%
394 DLR DIGITAL RLTY TR INC COM Real Estate 73.0 $13K 0.00% -44.0 -37.6% $179.58 +7.1%
395 OMC OMNICOM GROUP INC COM Communication Services 177.0 $13K 0.00% -72.0 -28.9% $72.64 +20.4%
396 AGNC AMERICAN CAPITAL AGENCY CORP. Real Estate 1,170.0 $13K 0.00% -203.0 -14.8% $10.90 +1.7%
397 IPGP IPG PHOTONICS CORP COM Technology 106.0 $12K 0.00% -149.0 -58.4% $117.32 -34.7%
398 ZBH ZIMMER HLDGS INC Healthcare 142.0 $12K 0.00% -25.0 -15.0% $86.09 +17.0%
399 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 579.0 $12K 0.00% -137.0 -19.1% $21.11 -17.9%
400 EVRG EVERGY INC COM Utilities 139.0 $12K 0.00% -8.0 -5.4% $86.43 -3.3%
Page 20 of 28  ·  541 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%