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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 65 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 NOG NORTHERN OIL & GAS INC NEV Energy 1,630.0 $30K 0.00% $18.15 +50.6%
1282 RFI COHEN & STEERS TOTAL RETURN COM Financial Services 2,610.0 $30K 0.00% $11.32 +0.8%
1283 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 1,850.0 $29K 0.00% $15.88 +17.5%
1284 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 112.0 $29K 0.00% +1.0 +0.9% $261.37 +30.8%
1285 AVDE AVANTIS INTERNATIONAL EQUITY ETF 326.0 $29K 0.00% -23.0 -6.6% $89.26 +5.6%
1286 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 102.0 $29K 0.00% $284.54 -4.1%
1287 EXPE EXPEDIA INC DEL COM Consumer Cyclical 113.0 $29K 0.00% $255.88 +25.7%
1288 PPG PPG INDS INC COM Basic Materials 236.0 $29K 0.00% +4.0 +1.7% $121.45 -6.4%
1289 FENI FIDELITY ENHANCED INTERNATIONAL ETF 711.0 $29K 0.00% $40.13 +4.0%
1290 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 1,159.0 $29K 0.00% +974.0 +526.5% $24.61 -2.6%
1291 USFD US FOODS HLDG CORP COM Consumer Defensive 277.0 $28K 0.00% NEW $102.25 +7.2%
1292 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 1,105.0 $28K 0.00% +118.0 +12.0% $25.45 -2.5%
1293 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 463.0 $28K 0.00% +4.0 +0.9% $60.67 +27.0%
1294 RRC RANGE RESOURCES CORP Energy 750.0 $28K 0.00% +11.0 +1.5% $37.19 +10.4%
1295 EZBC FRANKLIN BITCOIN ETF Financial Services 820.0 $28K 0.00% -84.0 -9.3% $33.91 +31.3%
1296 TMQ TRILOGY METALS INC NEW COM Basic Materials 7,837.0 $28K 0.00% $3.51 +12.8%
1297 DINO HF SINCLAIR CORP COM Energy 394.0 $27K 0.00% $69.65 +39.7%
1298 YLDE FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 493.0 $27K 0.00% -54.0 -9.9% $55.62 +3.6%
1299 CCI CROWN CASTLE INC COM Real Estate 362.0 $27K 0.00% -13.0 -3.5% $75.75 -0.3%
1300 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 256.0 $27K 0.00% $106.47 -0.2%
Page 65 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%