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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 109 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 MILLROSE PPTYS INC COM CL A 7.0 $210.0 $30.00
2162 PCTY PAYLOCITY HLDG CORP COM Technology 2.0 $209.0 -367.0 -99.5% $104.50 +41.0%
2163 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 3.0 $208.0 $69.33 +2.3%
2164 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 7.0 $207.0 +2.0 +40.0% $29.57 -3.2%
2165 XPO XPO LOGISTICS INC Industrials 1.0 $205.0 $205.00 -1.1%
2166 GAP GAP INC COM Consumer Cyclical 11.0 $205.0 $18.64 +7.7%
2167 FLUTTER ENTMT PLC SHS 2.0 $204.0 -9.0 -81.8% $102.00
2168 H HYATT HOTELS CORP COM CL A Consumer Cyclical 1.0 $194.0 $194.00 -7.9%
2169 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 7.0 $188.0 NEW $26.86 -4.1%
2170 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 5.0 $181.0 $36.20 -3.2%
2171 FIG FIGMA INC CLASS A COM STK Technology 10.0 $181.0 -490.0 -98.0% $18.10 +43.7%
2172 SPHQ INVESCO S&P 500 QUALITY ETF 2.0 $180.0 $90.00 -3.7%
2173 VRSK VERISK ANALYTICS INC COM Industrials 1.0 $180.0 -13.0 -92.9% $180.00 -0.6%
2174 OGI ORGANIGRAM GLOBAL INC COM Healthcare 175.0 $179.0 $1.02 +18.3%
2175 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 1.0 $179.0 NEW $179.00 +20.8%
2176 BYD BOYD GAMING CORP COM Consumer Cyclical 2.0 $177.0 +1.0 +100.0% $88.50 -6.8%
2177 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 1.0 $176.0 NEW $176.00 +3.1%
2178 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 20.0 $175.0 NEW $8.75 +32.5%
2179 LCID LUCID GROUP INC COM NEW Consumer Cyclical 26.0 $174.0 -107.0 -80.5% $6.69 -13.8%
2180 FFIN FIRST FINL BANKSHARES INC COM Financial Services 5.0 $173.0 $34.60 +0.1%
Page 109 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%