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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 111 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 KYN KAYNE ANDERSON MLP INVT CO Financial Services 9.0 $129.0 $14.33 +3.7%
2202 MAC MACERICH CO COM Real Estate 5.0 $127.0 $25.40 -3.8%
2203 CTRE CARETRUST REIT INC COM Real Estate 3.0 $121.0 NEW $40.33 -2.6%
2204 BDC BELDEN INC COM Technology 1.0 $120.0 NEW $120.00 +7.8%
2205 SUI SUN CMNTYS INC COM Real Estate 1.0 $120.0 NEW $120.00 +0.1%
2206 VNO VORNADO RLTY TR SH BEN INT Real Estate 3.0 $118.0 $39.33 -4.0%
2207 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2.0 $114.0 NEW $57.00 +17.5%
2208 MZTI MARZETTI COMPANY COM Consumer Defensive 1.0 $114.0 NEW $114.00 +1.4%
2209 SNAP SNAP INC CL A Communication Services 25.0 $111.0 $4.44 +15.1%
2210 ONL ORION PROPERTIES INC COM Real Estate 35.0 $101.0 -2.0 -5.4% $2.89 -0.5%
2211 CVM CEL-SCI CORP COM NEW Healthcare 97.0 $101.0 $1.04 +52.7%
2212 EHC ENCOMPASS HEALTH CORP COM Healthcare 1.0 $101.0 $101.00 +20.9%
2213 ESAB ESAB CORPORATION COM Industrials 1.0 $99.0 -3.0 -75.0% $99.00 -20.2%
2214 MAGN MAGNERA CORP COM SHS Industrials 8.0 $94.0 -37.0 -82.2% $11.75 +4.1%
2215 PSQ HOLDINGS INC COM SHS CL A 233.0 $94.0 NEW $0.40
2216 STANDARDAERO INC COM 3.0 $90.0 -18.0 -85.7% $30.00
2217 POST POST HLDGS INC COM Consumer Defensive 1.0 $88.0 NEW $88.00 -9.3%
2218 QUAD QUAD / GRAPHICS INC COM CL A Industrials 10.0 $84.0 $8.40 +19.6%
2219 VRNS VARONIS SYS INC COM Technology 2.0 $84.0 NEW $42.00 +4.1%
2220 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 1.0 $82.0 $82.00 -10.1%
Page 111 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%