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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESS ESSEX PPTY TR INC COM Real Estate 3.0 $726.0 NEW $242.00 +13.1%
122 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 2.0 $718.0 NEW $359.00 -11.8%
123 JLL JONES LANG LASALLE INC COM Real Estate 2.0 $609.0 NEW $304.50 -3.8%
124 RUM RUMBLE INC COM CL A Technology 91.0 $464.0 NEW $5.10 +44.5%
125 ESAB ESAB CORPORATION COM Industrials 4.0 $387.0 NEW $96.75 -5.8%
126 HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 17.0 $384.0 NEW $22.59 +3.4%
127 SCHWAB MORTGAGE-BACKED SECURITIES ETF 15.0 $383.0 NEW $25.53
128 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 17.0 $379.0 NEW $22.29 -10.1%
129 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $365.0 NEW $121.67 +10.4%
130 TACT TRANSACT TECHNOLOGIES INC COM Technology 100.0 $329.0 NEW $3.29 +9.4%
131 ALLY ALLY FINL INC COM Financial Services 8.0 $314.0 NEW $39.25 +8.9%
132 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 16.0 $300.0 NEW $18.75 +14.1%
133 Z ZILLOW GROUP INC CL C CAP STK Communication Services 7.0 $290.0 NEW $41.43 -12.0%
134 SOUTHSTATE BK CORP COM 3.0 $278.0 NEW $92.67
135 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 2.0 $274.0 NEW $137.00 -0.1%
136 CMC COMMERCIAL METALS CO COM Basic Materials 4.0 $246.0 NEW $61.50 +15.0%
137 OC OWENS CORNING NEW COM Industrials 2.0 $216.0 NEW $108.00 +7.5%
138 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1.0 $198.0 NEW $198.00 +12.0%
139 XPO XPO LOGISTICS INC Industrials 1.0 $195.0 NEW $195.00 +8.1%
140 WU WESTERN UN CO COM Financial Services 20.0 $175.0 NEW $8.75 -1.9%
Page 7 of 9  ·  165 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%