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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 77 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TFLR T. ROWE PRICE FLOATING RATE ETF 249.0 $13K 0.00% NEW $50.41 +0.7%
1522 CRL CHARLES RIV LABS INTL INC COM Healthcare 55.0 $12K 0.00% $226.78 +30.2%
1523 IPGP IPG PHOTONICS CORP COM Technology 106.0 $12K 0.00% -149.0 -58.4% $117.32 -37.6%
1524 AA ALCOA CORP COM Basic Materials 238.0 $12K 0.00% $52.14 -0.6%
1525 SIX FLAGS ENTERTAINMENT CORP COM 580.0 $12K 0.00% $21.30
1526 HBM HUDBAY MINERALS INC COM Basic Materials 519.0 $12K 0.00% $23.61 +27.3%
1527 ZBH ZIMMER HLDGS INC Healthcare 142.0 $12K 0.00% -25.0 -15.0% $86.09 +17.3%
1528 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 579.0 $12K 0.00% -137.0 -19.1% $21.11 -18.3%
1529 EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 391.0 $12K 0.00% $31.24 +0.3%
1530 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 432.0 $12K 0.00% $28.11 +14.7%
1531 VKTX VIKING THERAPEUTICS INC COM Healthcare 310.0 $12K 0.00% $39.01 -13.1%
1532 LITHIUM AMERS CORP NEW COM SHS 3,125.0 $12K 0.00% +2K +291.1% $3.85
1533 EVRG EVERGY INC COM Utilities 139.0 $12K 0.00% -8.0 -5.4% $86.43 -6.4%
1534 MYRG MYR GROUP INC COM Industrials 24.0 $12K 0.00% NEW $500.42 -37.9%
1535 VICI VICI PPTYS INC COM Real Estate 443.0 $12K 0.00% +130.0 +41.5% $26.55 -0.2%
1536 FEZ STATE STREET SPDR EURO STOXX 50 ETF 170.0 $12K 0.00% $68.68 +4.5%
1537 DOUBLELINE MULTI-SECTOR INCOME ETF 232.0 $12K 0.00% +2.0 +0.9% $50.20
1538 INSM INSMED INC COM PAR $.01 Healthcare 109.0 $12K 0.00% +1.0 +0.9% $106.62 +18.0%
1539 WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 145.0 $12K 0.00% +2.0 +1.4% $80.07 +6.5%
1540 DVA DAVITA INC COM Healthcare 52.0 $12K 0.00% +45.0 +642.9% $221.92 -21.7%
Page 77 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%