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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 83.0 $3K 0.00% -89.0 -51.7% $33.73 +2.3%
82 SAP SAP SE Technology 16.0 $3K 0.00% -4.0 -20.0% $171.19 -10.4%
83 QBTS D-WAVE QUANTUM INC Technology 165.0 $2K 0.00% -35.0 -17.5% $14.42 +73.5%
84 ZYMEWORKS INC 80.0 $2K 0.00% -150.0 -65.2% $25.04
85 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 36.0 $2K 0.00% -55.0 -60.4% $52.58 +20.4%
86 LQDA LIQUIDIA CORPORATION Healthcare 50.0 $2K 0.00% -50.0 -50.0% $37.74 +96.2%
87 IUSG ISHARES TR 11.0 $2K 0.00% -725.0 -98.5% $155.91 +17.3%
88 VSS VANGUARD INTL EQUITY INDEX F 7.0 $1K -9.0 -56.2% $150.71 +2.0%
89 SCHP SCHWAB STRATEGIC TR 38.0 $1K -84.0 -68.8% $26.61 -0.8%
90 PANW PALO ALTO NETWORKS INC Technology 6.0 $961.0 -32.0 -84.2% $160.17 +81.6%
91 BIL SPDR SERIES TRUST 1.0 $107.0 -2.0 -66.7% $107.00 -14.4%
Page 5 of 5  ·  91 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%