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Portfolio (Quarterly) Guide ↗

Hennion & Walsh Asset Management, Inc.

· CIK 0001861642
13F Portfolio $3.5B AUM 960 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 955 New
Page 39 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PAYS PAYSIGN INC Technology 56,395.0 $462K 0.01% NEW $8.19 +64.5%
762 XLU SELECT SECTOR SPDR TR 10,124.0 $459K 0.01% NEW $45.34 -2.8%
763 LCII LCI INDS Consumer Cyclical 4,278.0 $453K 0.01% NEW $105.88 -0.2%
764 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,535.0 $453K 0.01% NEW $178.59 +2.7%
765 MKC MCCORMICK & CO INC Consumer Defensive 8,931.0 $450K 0.01% NEW $50.42 +10.8%
766 MSCI MSCI INC Financial Services 803.0 $450K 0.01% NEW $560.04 +0.9%
767 MKTX MARKETAXESS HLDGS INC Financial Services 3,959.0 $449K 0.01% NEW $113.49 +43.3%
768 BTBT BIT DIGITAL INC Financial Services 249,211.0 $449K 0.01% NEW $1.80 -19.2%
769 AOS SMITH A O CORP Industrials 7,113.0 $446K 0.01% NEW $62.72 -2.4%
770 MLI MUELLER INDS INC Industrials 3,629.0 $446K 0.01% NEW $122.93 -47.5%
771 REGN REGENERON PHARMACEUTICALS Healthcare 715.0 $446K 0.01% NEW $623.54 +31.3%
772 NVO NOVO-NORDISK A S Healthcare 9,289.0 $445K 0.01% NEW $47.94 -4.5%
773 TKC TURKCELL ILETISIM Communication Services 75,270.0 $443K 0.01% NEW $5.88 -8.1%
774 GLD SPDR GOLD TR Financial Services 1,200.0 $442K 0.01% NEW $368.38 +8.4%
775 FULT FULTON FINL CORP PA Financial Services 18,266.0 $442K 0.01% NEW $24.19 +0.7%
776 NTGR NETGEAR INC Technology 18,917.0 $442K 0.01% NEW $23.35 -5.8%
777 GALAXY DIGITAL INC. 16,099.0 $440K 0.01% NEW $27.34
778 ONDS ONDAS INC Technology 53,400.0 $440K 0.01% NEW $8.24 +8.2%
779 PETROLEO BRASILEIRO S A 29,909.0 $438K 0.01% NEW $14.64
780 CAC CAMDEN NATL CORP Financial Services 8,068.0 $437K 0.01% NEW $54.22 +7.6%
Page 39 of 48  ·  955 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 34.6%
Technology 19.6%
Healthcare 13.7%
Industrials 12.1%
Utilities 4.7%
Consumer Cyclical 3.9%
Consumer Defensive 3.2%
Communication Services 2.9%
Energy 2.7%
Real Estate 1.9%