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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 16 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EMR EMERSON ELEC CO Industrials 71.0 $9K 0.00% $131.01 +8.0%
302 ETN EATON CORP PLC Industrials 26.0 $9K 0.00% -5.0 -16.1% $357.65 +13.1%
303 EVH EVOLENT HEALTH INC Healthcare 3,975.0 $9K 0.00% -9K -69.1% $2.28 +120.6%
304 SATO INVESCO EXCH TRADED FD TR II 632.0 $9K 0.00% $14.28 +16.9%
305 HSY HERSHEY CO Consumer Defensive 43.0 $9K 0.00% +2.0 +4.9% $207.88 -12.0%
306 IONQ IONQ INC Technology 330.0 $9K 0.00% +230.0 +230.0% $27.08 +97.9%
307 QUAL ISHARES TR 46.0 $9K 0.00% $193.70 +10.1%
308 CSR CENTERSPACE Real Estate 153.0 $9K 0.00% $57.44 -1.2%
309 PRTA PROTHENA CORP PLC Healthcare 900.0 $9K 0.00% $9.72 -3.3%
310 NOV NOV INC Energy 465.0 $9K 0.00% $18.81 -2.4%
311 TEM TEMPUS AI INC Healthcare 192.0 $9K 0.00% +68.0 +54.8% $45.11 +15.1%
312 CIBR FIRST TR EXCHANGE-TRADED FD 136.0 $9K 0.00% $62.68 +33.7%
313 USFD US FOODS HLDG CORP Consumer Defensive 92.0 $8K 0.00% -5.0 -5.2% $92.21 +3.4%
314 QCOM QUALCOMM INC Technology 65.0 $8K 0.00% +20.0 +44.4% $129.60 +52.3%
315 CROX CROCS INC Consumer Cyclical 100.0 $8K 0.00% $83.02 +46.2%
316 CDNA CAREDX INC Healthcare 475.0 $8K 0.00% $17.36 +56.3%
317 PUK PRUDENTIAL PLC Financial Services 286.0 $8K 0.00% +7.0 +2.5% $28.43 -7.7%
318 WELL WELLTOWER INC Real Estate 41.0 $8K 0.00% -12.0 -22.6% $197.71 +10.1%
319 PH PARKER-HANNIFIN CORP Industrials 9.0 $8K 0.00% $895.22 +7.4%
320 SJM SMUCKER J M CO Consumer Defensive 81.0 $8K 0.00% +49.0 +153.1% $96.43 +15.8%
Page 16 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%