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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 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CIFR CIPHER DIGITAL INC COM Financial Services 5.0 $64.0 NEW $12.80 +68.1%
162 AVTR AVANTOR INC COM Healthcare 7.0 $55.0 NEW $7.86 +0.2%
163 VISIONWAVE HOLDINGS INC COM 11.0 $52.0 NEW $4.73
164 ESTC ELASTIC N V ORD SHS Technology 1.0 $50.0 NEW $50.00 +7.7%
165 S SENTINELONE INC CL A Technology 3.0 $39.0 NEW $13.00 +38.2%
Page 9 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%