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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 14 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MRK MERCK &CO INC Healthcare 114.0 $14K 0.01% +82.0 +256.2% $119.92 +4.2%
262 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 424.0 $14K 0.01% $32.01 +0.2%
263 GKOS GLAUKOS CORP Healthcare 125.0 $13K 0.01% $107.66 +31.5%
264 IWD ISHARES TR 62.0 $13K 0.01% $213.94 +14.4%
265 COP CONOCOPHILLIPS Energy 100.0 $13K 0.01% NEW $132.00 -19.1%
266 WPM WHEATON PRECIOUS METALS CORP Basic Materials 100.0 $13K 0.01% $131.01 -13.5%
267 PM PHILIP MORRIS INTL INC Consumer Defensive 79.0 $13K 0.01% -9.0 -10.2% $164.95 +8.5%
268 AIG AMERICAN INTL GROUP INC Financial Services 166.0 $12K 0.01% $75.25 -0.4%
269 VDE VANGUARD WORLD FD 71.0 $12K 0.01% $173.93 -12.2%
270 JCI JOHNSON CONTROLS INTERNATION Industrials 91.0 $12K 0.01% +12.0 +15.2% $130.95 +11.4%
271 UPS UNITED PARCEL SVCS INC Industrials 121.0 $12K 0.01% -18.0 -12.9% $98.37 +10.4%
272 ASML ASML HLDG NV Technology 9.0 $12K 0.01% +5.0 +125.0% $1321.67 +39.1%
273 BSX BOSTON SCIENTIFIC CORP Healthcare 188.0 $12K 0.01% +27.0 +16.8% $62.75 -29.1%
274 WEC WEC ENERGY GROUP INC Utilities 100.0 $12K 0.01% $115.77 +0.8%
275 SNOW SNOWFLAKE INC Technology 75.0 $11K 0.01% $150.81 +53.8%
276 CSX CSX CORP Industrials 274.0 $11K 0.01% -86.0 -23.9% $41.05 +15.6%
277 GERN GERON CORP Healthcare 7,525.0 $11K 0.01% $1.49 -8.1%
278 YUMC YUM CHINA HLDGS INC Consumer Cyclical 229.0 $11K 0.01% $48.88 -17.6%
279 IWF ISHARES TR 26.0 $11K 0.01% $428.00 -72.2%
280 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 188.0 $11K 0.01% +41.0 +27.9% $59.03 -12.2%
Page 14 of 28  ·  555 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%