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Portfolio (Quarterly) Guide ↗

HighMark Wealth Management LLC

· CIK 0001802451
13F Portfolio $245M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 588 New
Page 12 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VUG VANGUARD INDEX FDS 55.0 $27K 0.01% NEW $483.60 -82.7%
222 SOFI SOFI TECHNOLOGIES INC Financial Services 999.0 $26K 0.01% NEW $26.19 -33.9%
223 PATH UIPATH INC Technology 1,550.0 $25K 0.01% NEW $16.39 -37.1%
224 METALLUS INC 1,477.0 $25K 0.01% NEW $17.16
225 INFU INFUSYSTEM HLDGS INC Healthcare 2,800.0 $25K 0.01% NEW $8.97 +2.0%
226 MCD MCDONALDS CORP Consumer Cyclical 81.0 $25K 0.01% NEW $304.91 -10.2%
227 IWP ISHARES TR 176.0 $24K 0.01% NEW $136.86 +3.2%
228 FXH FIRST TR EXCHANGE TRADED FD 210.0 $24K 0.01% NEW $113.82 +4.3%
229 NRG NRG ENERGY INC Utilities 141.0 $22K 0.01% NEW $159.30 -10.7%
230 MELI MERCADOLIBRE INC Consumer Cyclical 11.0 $22K 0.01% NEW $2014.18 -17.6%
231 GS GOLDMAN SACHS GROUP INC Financial Services 25.0 $22K 0.01% NEW $879.00 +22.5%
232 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 150.0 $22K 0.01% NEW $143.89 +86.9%
233 VCSH VANGUARD SCOTTSDALE FDS 268.0 $21K 0.01% NEW $79.73 -0.9%
234 CVRX CVRX INC Healthcare 3,000.0 $21K 0.01% NEW $7.10 -27.4%
235 GDOT GREEN DOT CORP Financial Services 1,650.0 $21K 0.01% NEW $12.81 +5.7%
236 VNOM VIPER ENERGY INC Energy 528.0 $20K 0.01% NEW $38.66 +12.1%
237 GILD GILEAD SCIENCES INC Healthcare 166.0 $20K 0.01% NEW $122.41 +2.2%
238 PII POLARIS INC Consumer Cyclical 317.0 $20K 0.01% NEW $63.17 +12.3%
239 IYH ISHARES TR 306.0 $20K 0.01% NEW $65.15 -0.8%
240 SYNA SYNAPTICS INC Technology 269.0 $20K 0.01% NEW $74.02 +75.8%
Page 12 of 30  ·  588 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 61.9%
Financial Services 14.0%
Technology 9.7%
Consumer Cyclical 3.5%
Industrials 3.5%
Consumer Defensive 2.6%
Communication Services 1.6%
Utilities 1.3%
Basic Materials 0.9%
Energy 0.8%