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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 35 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HTRB HARTFORD TOTAL RETURN BOND ETF 5,437.0 $183K 0.01% +5K +920.1% $33.73 -1.5%
682 PSA PUBLIC STORAGE INC Real Estate 572.0 $182K 0.01% -36.0 -5.9% $318.53 +1.2%
683 RH RH COM Consumer Cyclical 1,100.0 $181K 0.01% $164.73 -7.0%
684 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 1,937.0 $181K 0.01% -211.0 -9.8% $93.50 -0.7%
685 RBC RBC BEARINGS INC COM Industrials 280.0 $180K 0.01% +35.0 +14.3% $644.06 -21.5%
686 ARCC ARES CAPITAL CORP COM Financial Services 9,653.0 $179K 0.01% -640.0 -6.2% $18.53 +7.5%
687 TTC TORO CO COM Industrials 1,828.0 $178K 0.01% $97.39 +2.1%
688 XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 1,144.0 $176K 0.01% $154.26 +22.9%
689 GSAT GLOBALSTAR INC COM NEW Communication Services 2,160.0 $176K 0.01% $81.29 +1.3%
690 ESGV VANGUARD ESG U.S. STOCK ETF 1,318.0 $174K 0.01% +18.0 +1.4% $132.23 +2.7%
691 FITB FIFTH THIRD BANCORP Financial Services 3,084.0 $174K 0.01% -302.0 -8.9% $56.37 -2.7%
692 NTES NETEASE COM INC SPONSORED ADS Technology 1,355.0 $174K 0.01% -586.0 -30.2% $128.14 +0.0%
693 SCCO SOUTHERN PERU COPPER CORP Basic Materials 995.0 $173K 0.01% $174.33 +23.9%
694 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 504.0 $173K 0.01% -290.0 -36.5% $342.50 -10.9%
695 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 408.0 $169K 0.01% -460.0 -53.0% $415.29 +15.7%
696 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 1,209.0 $169K 0.01% NEW $139.87 -0.0%
697 SRE SEMPRA COM Utilities 1,822.0 $169K 0.01% $92.69 -10.6%
698 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 2,991.0 $168K 0.01% +58.0 +2.0% $56.22 +17.2%
699 BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 4,250.0 $167K 0.01% +150.0 +3.7% $39.31 +2.1%
700 CNI CANADIAN NATL RY CO COM Industrials 1,394.0 $166K 0.01% $119.24 +8.9%
Page 35 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 27.7%
Financial Services 25.5%
Industrials 12.3%
Healthcare 8.5%
Consumer Cyclical 6.4%
Utilities 6.2%
Consumer Defensive 4.9%
Communication Services 3.8%
Energy 2.3%
Basic Materials 1.9%