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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $1.9B AUM 2,267 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 727 Added 615 Reduced 139 Exited
Page 35 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AOS SMITH A O CORP COM Industrials 18.0 $1K +5.0 +38.5% $65.94 -13.3%
682 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 16.0 $1K +1.0 +6.7% $72.56 +3.7%
683 XXI TWENTY ONE CAP INC COM SHS CL A Financial Services 181.0 $1K +4.0 +2.3% $6.40 +21.8%
684 FLUTTER ENTMT PLC SHS 11.0 $1K +6.0 +120.0% $101.91
685 DVA DAVITA INC COM Healthcare 7.0 $1K +4.0 +133.3% $153.71 +29.2%
686 RITCHIE BROS AUCTIONEERS 11.0 $1K +8.0 +266.7% $95.82
687 ROIV ROIVANT SCIENCES LTD SHS Healthcare 38.0 $1K +4.0 +11.8% $27.71 +17.0%
688 AKAM AKAMAI TECH Technology 9.0 $1K +1.0 +12.5% $114.89 +27.3%
689 CMS CMS ENERGY CORP COM Utilities 13.0 $1K +6.0 +85.7% $77.62 -5.1%
690 CSGP COSTAR GROUP INC COM Real Estate 25.0 $1K +15.0 +150.0% $40.36 -15.9%
691 TKO TKO GROUP HOLDINGS INC CL A Communication Services 5.0 $1K +1.0 +25.0% $201.60 -3.6%
692 TXNM ENERGY INC COM 17.0 $994.0 +1.0 +6.2% $58.47
693 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 16.0 $973.0 +1.0 +6.7% $60.81 -4.1%
694 AMRIZE LTD SHS 17.0 $952.0 +5.0 +41.7% $56.00
695 BEN FRANKLIN RESOURCES INC COM Financial Services 40.0 $945.0 +7.0 +21.2% $23.62 +30.6%
696 THC TENET HEALTHCARE CORP COM NEW Healthcare 5.0 $944.0 +1.0 +25.0% $188.80 -0.7%
697 PCOR PROCORE TECHNOLOGIES INC COM Technology 15.0 $855.0 +14.0 +1400.0% $57.00 -18.6%
698 LKQ LKQ CORP COM Consumer Cyclical 29.0 $852.0 +25.0 +625.0% $29.38 -8.5%
699 CCK CROWN HLDGS INC COM Consumer Cyclical 8.0 $802.0 +2.0 +33.3% $100.25 -3.8%
700 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 22.0 $785.0 +13.0 +144.4% $35.68 -11.7%
Page 35 of 37  ·  727 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 26.0%
Technology 23.9%
Industrials 11.5%
Healthcare 8.9%
Utilities 6.6%
Consumer Cyclical 6.2%
Consumer Defensive 5.4%
Communication Services 5.1%
Energy 4.1%
Basic Materials 2.0%