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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 23 of 28  ·  541 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMTM AMENTUM HOLDINGS INC COM Industrials 243.0 $5K -14.0 -5.5% $20.67 -0.3%
442 G GENPACT LIMITED SHS Technology 175.0 $5K -2.0 -1.1% $27.50 +34.3%
443 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 95.0 $5K -1K -93.0% $50.37 -2.7%
444 BROWN FORMAN CORP CL A 171.0 $5K -19.0 -10.0% $27.36
445 ZS ZSCALER INC COM Technology 33.0 $5K -2.0 -5.7% $141.15 +23.9%
446 BSY BENTLEY SYS INC COM CL B Technology 155.0 $5K -117.0 -43.0% $29.89 +21.8%
447 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 141.0 $4K -1K -90.9% $31.78
448 THO THOR INDS INC COM Consumer Cyclical 58.0 $4K -4.0 -6.5% $75.16 +4.8%
449 BDX BECTON DICKINSON & CO COM Healthcare 28.0 $4K -9.0 -24.3% $152.68 +22.9%
450 VGLT VANGUARD LONG-TERM TREASURY ETF 76.0 $4K -5.0 -6.2% $55.37 -4.4%
451 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF 64.0 $4K -62.0 -49.2% $64.70 -2.3%
452 SELV SEI QIM US LARGE CAP LOW VOLATILITY ACTIVE ETF 126.0 $4K -851.0 -87.1% $32.68 +6.5%
453 MSCI MSCI INC COM Financial Services 7.0 $4K -18.0 -72.0% $560.00 +1.6%
454 BUNGE GLOBAL SA COM SHS 36.0 $4K -6.0 -14.3% $106.72
455 VLTO VERALTO CORP COM SHS Industrials 43.0 $4K -74.0 -63.2% $88.86 +11.9%
456 ROL ROLLINS INC COM Consumer Cyclical 90.0 $4K -156.0 -63.4% $41.74 -12.9%
457 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 20.0 $4K -2.0 -9.1% $183.10 -0.6%
458 SCHC SCHWAB INTL SMALL CAP ETF 74.0 $4K -193.0 -72.3% $48.12 +5.9%
459 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 73.0 $4K -128.0 -63.7% $48.56 +4.6%
460 APTIV PLC COM SHS 58.0 $4K -10.0 -14.7% $60.88
Page 23 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%