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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 103 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 EWW ISHARES MSCI MEXICO ETF 11.0 $828.0 $75.27 +0.3%
2042 VOYA VOYA FINANCIAL INC COM Financial Services 9.0 $815.0 $90.56 +7.6%
2043 NTRA NATERA INC COM Healthcare 3.0 $814.0 $271.33 +21.4%
2044 AIZ ASSURANT INC COM Financial Services 3.0 $806.0 $268.67 +5.5%
2045 WTFC WINTRUST FINL CORP COM Financial Services 5.0 $804.0 $160.80 -4.6%
2046 AMRIZE LTD SHS 15.0 $800.0 -2.0 -11.8% $53.33
2047 LAMR LAMAR ADVERTISING CO CL A Real Estate 5.0 $780.0 $156.00 -2.7%
2048 COLB COLUMBIA BKG SYS INC COM Financial Services 24.0 $769.0 +7.0 +41.2% $32.04 -3.1%
2049 CW CURTISS WRIGHT CORP COM Industrials 1.0 $758.0 NEW $758.00 -14.7%
2050 GLPI GAMING & LEISURE P COM Real Estate 17.0 $757.0 $44.53 -1.1%
2051 MATIV HOLDINGS INC COM 100.0 $757.0 $7.57
2052 PJT PJT PARTNERS INC COM CL A Financial Services 5.0 $755.0 $151.00 +13.5%
2053 VRSN VERISIGN INC Technology 3.0 $755.0 $251.67 +10.3%
2054 MTDR MATADOR RES CO COM Energy 15.0 $747.0 +8.0 +114.3% $49.80 +16.9%
2055 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 77.0 $745.0 NEW $9.68 -8.5%
2056 LCII LCI INDS COM Consumer Cyclical 7.0 $741.0 $105.86 -1.2%
2057 GWRE GUIDEWIRE SOFTWARE INC COM Technology 6.0 $738.0 -1.0 -14.3% $123.00 +47.9%
2058 OGN ORGANON & CO COMMON STOCK Healthcare 54.0 $733.0 -25.0 -31.6% $13.57 +1.1%
2059 VYX NCR VOYIX CORPORATION COM Technology 89.0 $727.0 $8.17 -6.7%
2060 VOX ROYALTY CORP COM 150.0 $710.0 $4.73
Page 103 of 114  ·  2,274 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%