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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 15 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IAT ISHARES TR 200.0 $11K 0.00% $53.84 +14.0%
282 XHR XENIA HOTELS &RESORTS INC Real Estate 718.0 $11K 0.00% $14.83 +35.1%
283 AR ANTERO RESOURCES CORP Energy 250.0 $11K 0.00% $42.44 -18.2%
284 SCHF SCHWAB STRATEGIC TR 427.0 $11K 0.00% $24.75 +10.1%
285 VIRTUS CONVERTIBLE &INC FD 787.0 $11K 0.00% +20.0 +2.6% $13.41
286 LIN LINDE PLC Basic Materials 21.0 $10K 0.00% $495.71 +4.0%
287 OPCH OPTION CARE HEALTH INC Healthcare 383.0 $10K 0.00% $26.92 -18.2%
288 TWO HARBORS INVENTMENT CORPO 892.0 $10K 0.00% +22.0 +2.5% $11.42
289 ROST ROSS STORES INC Consumer Cyclical 47.0 $10K 0.00% +24.0 +104.3% $216.62 +5.5%
290 LUV SOUTHWEST AIRLS CO Industrials 269.0 $10K 0.00% $37.56 +35.6%
291 TJX TJX COS INC NEW Consumer Cyclical 63.0 $10K 0.00% -2.0 -3.1% $159.70 +3.4%
292 ALAB ASTERA LABS INC Technology 90.0 $10K 0.00% +40.0 +80.0% $109.60 +264.9%
293 FSLR FIRST SOLAR INC Energy 50.0 $10K 0.00% $197.26 +25.9%
294 CBOE CBOE GLOBAL MKTS INC Financial Services 35.0 $10K 0.00% $281.06 -11.2%
295 BFLY BUTTERFLY NETWORK INC Healthcare 2,390.0 $10K 0.00% $4.04 +92.3%
296 AXP AMERICAN EXPRESS CO Financial Services 32.0 $10K 0.00% -4.0 -11.1% $300.69 +13.9%
297 SNBR SLEEP NUMBER CORP Consumer Cyclical 5,331.0 $10K 0.00% $1.79 -93.0%
298 HWM HOWMET AEROSPACE INC Industrials 41.0 $9K 0.00% $230.44 +19.8%
299 ARKW ARK ETF TR 78.0 $9K 0.00% $121.03 +14.5%
300 BALL BALL CORP Consumer Cyclical 159.0 $9K 0.00% $59.11 +3.2%
Page 15 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%