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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 107 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 AM ANTERO MIDSTREAM CORP COM Energy 17.0 $387.0 NEW $22.76 -0.3%
2122 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 18.0 $385.0 NEW $21.39 -9.7%
2123 FVRR FIVERR INTL LTD ORD SHS Communication Services 37.0 $382.0 $10.32 -14.1%
2124 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $377.0 $125.67 +71.7%
2125 THC TENET HEALTHCARE CORP COM NEW Healthcare 2.0 $374.0 -3.0 -60.0% $187.00 +44.5%
2126 HUBS HUBSPOT INC COM Technology 2.0 $365.0 -23.0 -92.0% $182.50 +24.0%
2127 AGCO AGCO CORP Industrials 3.0 $359.0 $119.67 -17.7%
2128 DT DYNATRACE INC COM NEW Technology 8.0 $351.0 +4.0 +100.0% $43.88 +12.3%
2129 WING WINGSTOP INC COM Consumer Cyclical 2.0 $347.0 NEW $173.50 -34.0%
2130 DUOL DUOLINGO INC CL A COM Technology 3.0 $345.0 NEW $115.00 +21.4%
2131 CNA CNA FINL CORP COM Financial Services 7.0 $340.0 NEW $48.57 +3.6%
2132 KNSL KINSALE CAP GROUP INC COM Financial Services 1.0 $330.0 -37.0 -97.4% $330.00 +12.9%
2133 MC MOELIS & CO CL A Financial Services 5.0 $327.0 NEW $65.40 +1.8%
2134 OC OWENS CORNING NEW COM Industrials 2.0 $318.0 $159.00 -5.3%
2135 IVZ INVESCO LTD SHS Financial Services 12.0 $317.0 NEW $26.42 +22.6%
2136 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 2.0 $314.0 $157.00 -8.2%
2137 JLL JONES LANG LASALLE INC COM Real Estate 1.0 $310.0 -1.0 -50.0% $310.00 +19.7%
2138 LINE LINEAGE INC COM Real Estate 7.0 $303.0 $43.29 -4.4%
2139 SOUTHSTATE BK CORP COM 3.0 $300.0 $100.00
2140 VNOM VIPER ENERGY INC CL A Energy 7.0 $297.0 -55.0 -88.7% $42.43 +2.7%
Page 107 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%