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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 107 of 114  ·  2,262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 FLGT FULGENT GENETICS INC COM Healthcare 24.0 $382.0 $15.92 +9.2%
2122 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 17.0 $379.0 NEW $22.29 -10.1%
2123 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 4.0 $371.0 +1.0 +33.3% $92.75 +50.2%
2124 FVRR FIVERR INTL LTD ORD SHS Communication Services 37.0 $371.0 $10.03 +8.1%
2125 FLS FLOWSERVE CORP COM Industrials 5.0 $368.0 +3.0 +150.0% $73.60 -6.6%
2126 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $365.0 NEW $121.67 +10.4%
2127 LPX LOUISIANA PAC CORP COM Basic Materials 5.0 $364.0 +3.0 +150.0% $72.80 -3.7%
2128 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 7.0 $363.0 +2.0 +40.0% $51.86 -9.9%
2129 EQX EQUINOX GOLD CORP COM Basic Materials 25.0 $362.0 $14.48 -15.0%
2130 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 24.0 $359.0 -409.0 -94.5% $14.96 +8.8%
2131 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 2.0 $358.0 -1.0 -33.3% $179.00 -8.2%
2132 WAL WESTERN ALLIANCE BANCORP COM Financial Services 5.0 $354.0 +3.0 +150.0% $70.80 +8.8%
2133 FCN FTI CONSULTING INC COM Industrials 2.0 $354.0 $177.00 -13.4%
2134 BWA BORGWARNER INC COM Consumer Cyclical 6.0 $352.0 $58.67 +8.3%
2135 AVNS AVANOS MED INC COM Healthcare 25.0 $350.0 $14.00 +76.4%
2136 OUSTER INC COM NEW 19.0 $349.0 $18.37
2137 AGCO AGCO CORP Industrials 3.0 $348.0 $116.00 -3.4%
2138 PEGA PEGASYSTEMS INC COM Technology 8.0 $340.0 $42.50 -19.4%
2139 LFUS LITTELFUSE INC COM Technology 1.0 $339.0 $339.00 +30.9%
2140 GEO GEO GROUP INC COM Industrials 20.0 $336.0 $16.80 +37.6%
Page 107 of 114  ·  2,262 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%