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Portfolio (Quarterly) Guide ↗

HighMark Wealth Management LLC

· CIK 0001802451
13F Portfolio $246M AUM 555 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 98 Added 91 Reduced 68 Exited
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 869.0 $269K 0.11% +734.0 +543.7% $309.41 +23.5%
22 BRIDGER AEROSPACE GRP HLDGS 130,162.0 $258K 0.10% +20K +18.2% $1.98
23 IBM INTERNATIONAL BUSINESS MACHS Technology 962.0 $233K 0.10% +173.0 +21.9% $242.35 +7.0%
24 UBER UBER TECHNOLOGIES INC Technology 2,838.0 $204K 0.08% +30.0 +1.1% $71.93 -2.1%
25 WBS WEBSTER FINL CORP Financial Services 2,898.0 $201K 0.08% +16.0 +0.6% $69.41 +8.7%
26 SMH VANECK ETF TRUST 495.0 $190K 0.08% +335.0 +209.4% $383.42 +60.6%
27 PEP PEPSICO INC Consumer Defensive 1,027.0 $160K 0.07% +12.0 +1.2% $155.34 -7.6%
28 VXUS VANGUARD STAR FDS 2,050.0 $158K 0.06% +748.0 +57.5% $77.10 +9.2%
29 BBY BEST BUY INC Consumer Cyclical 2,442.0 $157K 0.06% +32.0 +1.3% $64.21 +19.2%
30 SOLV SOLVENTUM CORP Healthcare 2,396.0 $156K 0.06% +60.0 +2.6% $65.30 +15.5%
31 TLSI TRISALUS LIFE SCIENCES INC Healthcare 33,300.0 $133K 0.05% +22K +208.3% $4.00 +2.9%
32 MDT MEDTRONIC PLC Healthcare 1,397.0 $121K 0.05% +45.0 +3.3% $86.62 -5.4%
33 CVX CHEVRON CORPORATION Energy 573.0 $118K 0.05% +9.0 +1.6% $206.78 -16.5%
34 HBAN HUNTINGTON BANCSHARES INC Financial Services 6,377.0 $100K 0.04% +246.0 +4.0% $15.65 +12.0%
35 SHY ISHARES TR 1,203.0 $99K 0.04% +6.0 +0.5% $82.60 -0.7%
36 MU MICRON TECHNOLOGY INC Technology 271.0 $88K 0.04% +58.0 +27.2% $325.96 +219.4%
37 CRWD CROWDSTRIKE HLDGS INC Technology 203.0 $79K 0.03% +97.0 +91.5% $390.41 +75.5%
38 MSTR STRATEGY INC Technology 532.0 $66K 0.03% +347.0 +187.6% $124.80 -19.9%
39 IVW ISHARES TR 569.0 $64K 0.03% +90.0 +18.8% $113.11 +18.5%
40 RGA REINSURANCE GROUP AMER INC Financial Services 313.0 $64K 0.03% +2.0 +0.6% $204.28 +3.1%
Page 2 of 5  ·  98 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
Healthcare 60.9%
Financial Services 14.0%
Technology 10.0%
Industrials 3.4%
Consumer Cyclical 3.2%
Consumer Defensive 3.2%
Communication Services 1.6%
Utilities 1.4%
Energy 1.1%
Basic Materials 0.9%