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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 27 of 28  ·  541 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JLL JONES LANG LASALLE INC COM Real Estate 1.0 $310.0 -1.0 -50.0% $310.00 +19.7%
522 VNOM VIPER ENERGY INC CL A Energy 7.0 $297.0 -55.0 -88.7% $42.43 +2.7%
523 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 17.0 $296.0 -7.0 -29.2% $17.41 +9.0%
524 BLDR BUILDERS FIRSTSOURCEINC COM Industrials 3.0 $268.0 -21.0 -87.5% $89.33 -24.3%
525 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 11.0 $245.0 -6.0 -35.3% $22.27 +2.6%
526 PCTY PAYLOCITY HLDG CORP COM Technology 2.0 $209.0 -367.0 -99.5% $104.50 +41.0%
527 FLUTTER ENTMT PLC SHS 2.0 $204.0 -9.0 -81.8% $102.00
528 FIG FIGMA INC CLASS A COM STK Technology 10.0 $181.0 -490.0 -98.0% $18.10 +43.7%
529 VRSK VERISK ANALYTICS INC COM Industrials 1.0 $180.0 -13.0 -92.9% $180.00 -0.6%
530 LCID LUCID GROUP INC COM NEW Consumer Cyclical 26.0 $174.0 -107.0 -80.5% $6.69 -13.8%
531 FLS FLOWSERVE CORP COM Industrials 2.0 $148.0 -3.0 -60.0% $74.00 +6.5%
532 ONL ORION PROPERTIES INC COM Real Estate 35.0 $101.0 -2.0 -5.4% $2.89 -0.5%
533 ESAB ESAB CORPORATION COM Industrials 1.0 $99.0 -3.0 -75.0% $99.00 -20.2%
534 MAGN MAGNERA CORP COM SHS Industrials 8.0 $94.0 -37.0 -82.2% $11.75 +4.1%
535 STANDARDAERO INC COM 3.0 $90.0 -18.0 -85.7% $30.00
536 SCI SERVICE CORP INTL COM Consumer Cyclical 1.0 $76.0 -1.0 -50.0% $76.00 +8.4%
537 VNT VONTIER CORPORATION COM Technology 2.0 $58.0 -20.0 -90.9% $29.00 +10.5%
538 CERIBELL INC COM 2.0 $39.0 -50.0 -96.2% $19.50
539 PL PLANET LABS PBC COM CL A Industrials 1.0 $33.0 -401.0 -99.8% $33.00 -29.2%
540 AURORA CANNABIS INC COM 5.0 $14.0 -8.0 -61.5% $2.80
Page 27 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%