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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 95 of 114  ·  2,262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BHF BRIGHTHOUSE FINL INC COM Financial Services 41.0 $2K $59.88 +4.7%
1882 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 52.0 $2K $47.13 -0.3%
1883 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 50.0 $2K $48.78 -6.6%
1884 USL UNITED STATES 12 MONTH OIL FUND LP Financial Services 50.0 $2K -11.0 -18.0% $48.20 +12.9%
1885 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 285.0 $2K $8.45 +26.6%
1886 LH LABCORP HOLDINGS INC COM SHS Healthcare 9.0 $2K +1.0 +12.5% $266.78 -4.1%
1887 WAT WATERS CORP COM Healthcare 8.0 $2K +7.0 +700.0% $297.75 +14.6%
1888 ASST STRIVE INC CL A COM Communication Services 235.0 $2K NEW $10.02 +84.9%
1889 NTR NUTRIEN LTD COM Basic Materials 31.0 $2K NEW $75.45 -6.9%
1890 EQH EQUITABLE HLDGS INC COM Financial Services 63.0 $2K +10.0 +18.9% $37.11 +14.6%
1891 DHC SENIOR HOUSING PROPERTIES TRUST Real Estate 350.0 $2K $6.64 +34.0%
1892 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 39.0 $2K $59.46 +4.0%
1893 RJF RAYMOND JAMES FINL INC COM Financial Services 16.0 $2K -3.0 -15.8% $144.81 +5.0%
1894 TLRY TILRAY BRANDS INC COM Healthcare 358.0 $2K $6.47 -16.4%
1895 SSNC SS&C TECH HLDGS COM Technology 34.0 $2K -20.0 -37.0% $67.56 -0.5%
1896 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 250.0 $2K NEW $9.18 -41.5%
1897 SD SANDRIDGE ENERGY INC COM NEW Energy 140.0 $2K $16.31 -4.8%
1898 TDC TERADATA CORP DEL COM Technology 89.0 $2K $25.63 +29.1%
1899 BURL BURLINGTON STORES INC COM Consumer Cyclical 7.0 $2K +2.0 +40.0% $325.43 -2.9%
1900 SIZE ISHARES MSCI USA SIZE FACTOR ETF 14.0 $2K $161.43 +6.7%
Page 95 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%