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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 24 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CHKP CHECK POINT SOFTWARE TECH LT Technology 15.0 $3K 0.00% NEW $185.53 -32.1%
462 INSP INSPIRE MED SYS INC Healthcare 30.0 $3K 0.00% NEW $92.20 -53.8%
463 FALN ISHARES TR 98.0 $3K 0.00% NEW $27.30 -0.4%
464 IMMR IMMERSION CORP Technology 390.0 $3K 0.00% NEW $6.80 -2.9%
465 TQQQ PROSHARES TR 50.0 $3K 0.00% NEW $52.72 +37.2%
466 DXC DXC TECHNOLOGY CO Technology 175.0 $3K 0.00% NEW $14.65 -42.3%
467 CTVA CORTEVA INC Basic Materials 38.0 $3K 0.00% NEW $67.05 +19.7%
468 UNP UNION PAC CORP Industrials 11.0 $3K 0.00% NEW $231.27 +12.1%
469 ITM VANECK ETF TRUST 54.0 $3K 0.00% NEW $47.07 -0.1%
470 CMS CMS ENERGY CORP Utilities 36.0 $3K 0.00% NEW $69.92 +8.6%
471 AON AON PLC Financial Services 7.0 $3K 0.00% NEW $359.00 -9.3%
472 VSS VANGUARD INTL EQUITY INDEX F 16.0 $2K 0.00% NEW $147.38 +3.8%
473 ZETA ZETA GLOBAL HOLDINGS CORP Technology 110.0 $2K 0.00% NEW $20.35 -7.9%
474 NOG NORTHERN OIL &GAS INC Energy 104.0 $2K 0.00% NEW $21.39 -9.3%
475 CDNS CADENCE DESIGN SYSTEM INC Technology 7.0 $2K 0.00% NEW $312.57 +19.4%
476 FCX FREEPORT-MCMORAN INC Basic Materials 43.0 $2K 0.00% NEW $50.77 +20.5%
477 MOS MOSAIC CO NEW Basic Materials 85.0 $2K 0.00% NEW $24.16 -12.5%
478 RIOT RIOT PLATFORMS INC Financial Services 160.0 $2K 0.00% NEW $12.67 +112.5%
479 CCJ CAMECO CORP Energy 22.0 $2K 0.00% NEW $91.45 +15.6%
480 BX BLACKSTONE INC Financial Services 13.0 $2K 0.00% NEW $154.08 -25.3%
Page 24 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%