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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 110 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 ESTC ELASTIC N V ORD SHS Technology 3.0 $171.0 +2.0 +200.0% $57.00 +49.1%
2182 S SENTINELONE INC CL A Technology 10.0 $170.0 +7.0 +233.3% $17.00 +32.3%
2183 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 31.0 $161.0 $5.19 -1.8%
2184 MORN MORNINGSTAR INC COM Financial Services 1.0 $156.0 NEW $156.00 +33.8%
2185 WU WESTERN UN CO COM Financial Services 20.0 $154.0 $7.70 -6.4%
2186 GH GUARDANT HEALTH INC COM Healthcare 1.0 $150.0 $150.00 +6.7%
2187 FLS FLOWSERVE CORP COM Industrials 2.0 $148.0 -3.0 -60.0% $74.00 +6.5%
2188 CHARGEPOINT HOLDINGS INC COM SHS 25.0 $148.0 $5.92
2189 TTD THE TRADE DESK INC COM CL A Technology 8.0 $145.0 +6.0 +300.0% $18.12 -26.0%
2190 BROS DUTCH BROS INC CL A Consumer Cyclical 2.0 $144.0 $72.00 -32.7%
2191 LOPE GRAND CANYON ED INC COM Consumer Defensive 1.0 $143.0 NEW $143.00 +2.6%
2192 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 2.0 $143.0 $71.50 +1.3%
2193 CVLT COMMVAULT SYS INC COM Technology 1.0 $142.0 $142.00 +0.6%
2194 FOX FOX CORP CL B COM Communication Services 3.0 $141.0 +1.0 +50.0% $47.00 +30.3%
2195 GPMT GRANITE PT MTG TR INC COM STK Real Estate 94.0 $141.0 $1.50 -26.0%
2196 AVTR AVANTOR INC COM Healthcare 14.0 $139.0 +7.0 +100.0% $9.93 +34.3%
2197 BRIGHTSTAR LOTTERY PLC SHS USD 13.0 $139.0 $10.69
2198 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 7.0 $138.0 $19.71 +43.2%
2199 RMBS RAMBUS INC DEL COM Technology 1.0 $133.0 $133.00 -29.5%
2200 BXP BXP INC COM Real Estate 2.0 $133.0 $66.50 -0.5%
Page 110 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%