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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 21 of 28  ·  541 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 20.0 $12K 0.00% -3.0 -13.0% $576.70 -7.1%
402 SONY SONY GROUP CORP SPONSORED ADR Technology 573.0 $11K 0.00% -215.0 -27.3% $20.06 +17.1%
403 CDE COEUR MNG INC COM NEW Basic Materials 697.0 $11K 0.00% -370.0 -34.7% $16.32 +28.2%
404 M MACYS INC COM Consumer Cyclical 469.0 $11K 0.00% -39.0 -7.7% $23.57 -0.7%
405 SYY SYSCO CORP COM Consumer Defensive 130.0 $11K -106.0 -44.9% $83.58 -1.3%
406 DDOG DATADOG INC CL A COM Technology 41.0 $11K -20.0 -32.8% $260.37 -10.3%
407 EFX EQUIFAX INC COM Industrials 66.0 $10K -2.0 -2.9% $158.73 +21.0%
408 TSLX SIXTH STREET SPECIALTY LENDING COM Financial Services 600.0 $10K -300.0 -33.3% $17.17 +8.9%
409 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 187.0 $10K -37.0 -16.5% $54.90 -15.3%
410 RBLX ROBLOX CORP CL A Technology 181.0 $10K -1.0 -0.6% $54.38 -28.9%
411 JNK SPDR HIGH YIELD BOND ETF 101.0 $10K -325.0 -76.3% $96.23 -0.3%
412 EXP EAGLE MATLS INC COM Basic Materials 42.0 $10K -5.0 -10.6% $227.19 -9.2%
413 APA APA CORPORATION COM Energy 287.0 $9K -513.0 -64.1% $32.57 +33.4%
414 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 91.0 $9K -40.0 -30.5% $101.86 -25.3%
415 BLES INSPIRE GLOBAL HOPE ETF 192.0 $9K -109.0 -36.2% $47.69 +4.5%
416 HUM HUMANA INC COM Healthcare 23.0 $9K -1.0 -4.2% $397.22 -4.8%
417 TRGP TARGA RES CORP COM Energy 34.0 $9K -13.0 -27.7% $268.15 +10.8%
418 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 171.0 $9K -2K -92.7% $52.72 -16.1%
419 BAX BAXTER INTL INC COM Healthcare 410.0 $9K -22.0 -5.1% $21.32 +25.0%
420 ALLE ALLEGION PLC ORD SHS Industrials 62.0 $9K -11.0 -15.1% $140.48 +15.9%
Page 21 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%