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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 99 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 SM SM ENERGY COMPANY COM Energy 58.0 $2K $26.10 +44.2%
1962 TREX TREX COMPANY INC Industrials 30.0 $2K $50.03 -5.5%
1963 VIZSLA SILVER CORP COM NEW 450.0 $1K $3.30
1964 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 251.0 $1K -500.0 -66.6% $5.91 -5.6%
1965 TOL TOLL BROTHERS INC COM Consumer Cyclical 9.0 $1K +1.0 +12.5% $164.78 -11.9%
1966 TXNM ENERGY INC COM 26.0 $1K +9.0 +52.9% $56.77
1967 LYFT LYFT INC CL A COM Technology 101.0 $1K $14.61 +19.1%
1968 DOCU DOCUSIGN INC COM Technology 33.0 $1K $44.42 +40.2%
1969 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 15.0 $1K -1.0 -6.2% $96.87 +0.6%
1970 BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT Utilities 42.0 $1K +1.0 +2.4% $34.40 -4.3%
1971 VSAT VIASAT INC COM Technology 16.0 $1K NEW $89.81 -17.6%
1972 IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 51.0 $1K NEW $28.06 +3.0%
1973 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 126.0 $1K $11.13 +4.0%
1974 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 17.0 $1K $82.41 -5.5%
1975 RITCHIE BROS AUCTIONEERS 12.0 $1K +1.0 +9.1% $116.42
1976 DECK DECKERS OUTDOOR Consumer Cyclical 14.0 $1K $99.29 -10.5%
1977 SMURFIT WESTROCK PLC SHS 30.0 $1K +8.0 +36.4% $46.27
1978 CNH GLOBAL NV SHS ISIN #NL0000298933 122.0 $1K -11.0 -8.3% $11.25
1979 SN SHARKNINJA INC COM SHS Consumer Cyclical 9.0 $1K $152.22 +18.2%
1980 L LOEWS CORP COM Financial Services 12.0 $1K $113.25 -2.3%
Page 99 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%