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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 22 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ELF E L F BEAUTY INC Consumer Defensive 58.0 $4K 0.00% NEW $76.55 -16.3%
422 AVY AVERY DENNISON CORP Industrials 24.0 $4K 0.00% NEW $181.88 -9.8%
423 DUK DUKE ENERGY CORP NEW Utilities 37.0 $4K 0.00% NEW $117.19 +7.6%
424 SRLN SSGA ACTIVE ETF TR 105.0 $4K 0.00% NEW $41.27 -2.6%
425 ASML ASML HOLDING N V Technology 4.0 $4K 0.00% NEW $1070.50 +62.8%
426 FDTX FIDELITY COVINGTON TRUST 105.0 $4K 0.00% NEW $40.73 +33.7%
427 WAB WABTEC Industrials 20.0 $4K 0.00% NEW $213.85 +27.6%
428 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 91.0 $4K 0.00% NEW $45.70 +33.7%
429 ROST ROSS STORES INC Consumer Cyclical 23.0 $4K 0.00% NEW $180.13 +26.6%
430 INDA ISHARES TR 76.0 $4K 0.00% NEW $53.72 -7.8%
431 EDV VANGUARD WORLD FD 60.0 $4K 0.00% NEW $64.72 +2.4%
432 KKR KKR &CO INC Financial Services 30.0 $4K 0.00% NEW $128.20 -29.0%
433 PWR QUANTA SVCS INC Industrials 9.0 $4K 0.00% NEW $422.11 +65.8%
434 RGLD ROYAL GOLD INC Basic Materials 17.0 $4K 0.00% NEW $222.94 -10.1%
435 EPD ENTERPRISE PRODS PARTNERS L Energy 116.0 $4K 0.00% NEW $32.14 +13.6%
436 ALC ALCON AG Healthcare 45.0 $4K 0.00% NEW $78.89 -14.1%
437 HON HONEYWELL INTL INC Industrials 18.0 $4K 0.00% NEW $195.06 +16.6%
438 CRITICAL METALS CORP 500.0 $3K 0.00% NEW $6.94
439 LQDA LIQUIDIA CORPORATION Healthcare 100.0 $3K 0.00% NEW $34.49 +120.8%
440 EBAY EBAY INC. Consumer Cyclical 39.0 $3K 0.00% NEW $87.08 +26.3%
Page 22 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%