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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 106 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 ACM AECOM COM Industrials 7.0 $489.0 NEW $69.86 -6.9%
2102 ERIE ERIE INDTY CO CL A Financial Services 2.0 $480.0 NEW $240.00 +11.4%
2103 BYND BEYOND MEAT INC COM Consumer Defensive 615.0 $461.0 $0.75 +1778.4%
2104 LFUS LITTELFUSE INC COM Technology 1.0 $455.0 $455.00 -8.8%
2105 OBE OBSIDIAN ENERGY LTD COM Energy 56.0 $455.0 $8.12 +44.0%
2106 PTC PTC INC COM Technology 4.0 $454.0 -1.0 -20.0% $113.50 +34.3%
2107 FLY FIREFLY AEROSPACE INC COM Industrials 15.0 $441.0 NEW $29.40 -13.9%
2108 FTV FORTIVE CORP COM Technology 7.0 $428.0 +2.0 +40.0% $61.14 -3.7%
2109 TDOC TELADOC HEALTH INC COM Healthcare 50.0 $424.0 $8.48 -21.5%
2110 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 8.0 $423.0 NEW $52.88 -1.3%
2111 STAG STAG INDUSTRIAL INC COM Real Estate 11.0 $419.0 $38.09 -4.4%
2112 YSS YORK SPACE SYSTEMS INC COM Technology 17.0 $419.0 NEW $24.65 -58.7%
2113 HSIC SCHEIN HENRY INC COM Healthcare 5.0 $418.0 +1.0 +25.0% $83.60 +6.8%
2114 ALLY ALLY FINL INC COM Financial Services 9.0 $414.0 +1.0 +12.5% $46.00 -6.3%
2115 SATL SATELLOGIC INC COM CL A Technology 72.0 $412.0 NEW $5.72 -3.4%
2116 WAL WESTERN ALLIANCE BANCORP COM Financial Services 5.0 $411.0 $82.20 -2.2%
2117 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 6.0 $409.0 -10.0 -62.5% $68.17 -10.3%
2118 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 8.0 $406.0 +1.0 +14.3% $50.75 -8.6%
2119 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 8.0 $400.0 +5.0 +166.7% $50.00 +7.1%
2120 CGBD CARLYLE SECURED LENDING INC COM Financial Services 38.0 $397.0 -248.0 -86.7% $10.45 +8.4%
Page 106 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%