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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $1.9B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2236 New
Page 90 of 112  ·  2,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 CNX CONSOL ENERGY INC Energy 108.0 $4K NEW $36.77 -0.9%
1782 FNLC FIRST BANCORP INC ME COM Financial Services 150.0 $4K NEW $26.44 +9.1%
1783 GLOBUS MED INC CL A 45.0 $4K NEW $87.31
1784 TEM TEMPUS AI INC CL A Healthcare 66.0 $4K NEW $59.05 -23.1%
1785 MOOG INC CL A 16.0 $4K NEW $243.56
1786 KGC KINROSS GOLD CORP COM Basic Materials 138.0 $4K NEW $28.16 +1.7%
1787 CHE CHEMED CORP NEW COM Healthcare 9.0 $4K NEW $427.89 +2.5%
1788 CDE COEUR MNG INC COM NEW Basic Materials 215.0 $4K NEW $17.83 -1.0%
1789 CVNA CARVANA CO CL A Consumer Cyclical 9.0 $4K NEW $422.00 -84.3%
1790 KDP KEURIG DR PEPPER INC COM Consumer Defensive 136.0 $4K NEW $27.92 +2.8%
1791 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 285.0 $4K NEW $13.28 -22.6%
1792 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 337.0 $4K NEW $11.04 -36.0%
1793 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 68.0 $4K NEW $54.59 -10.5%
1794 MORN MORNINGSTAR INC COM Financial Services 17.0 $4K NEW $217.29 -21.4%
1795 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 200.0 $4K NEW $18.22 -1.3%
1796 J JACOBS SOLUTIONS INC COM Industrials 27.0 $4K NEW $132.44 -14.2%
1797 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 132.0 $4K NEW $27.08 -1.7%
1798 NTAP NETAPP INC COM Technology 33.0 $4K NEW $107.09 +12.3%
1799 HST HOST MARRIOTT CORP NEW REIT Real Estate 198.0 $4K NEW $17.73 +25.2%
1800 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 206.0 $4K NEW $17.01 +10.1%
Page 90 of 112  ·  2,236 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
Financial Services 26.4%
Technology 25.9%
Industrials 10.5%
Healthcare 8.6%
Consumer Cyclical 6.7%
Utilities 5.8%
Communication Services 5.4%
Consumer Defensive 4.9%
Energy 3.7%
Basic Materials 1.7%