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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 18 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TKO TKO GROUP HOLDINGS INC Communication Services 33.0 $7K 0.00% $201.64 +0.9%
342 GSAT GLOBALSTAR INC Communication Services 100.0 $7K 0.00% -3K -96.5% $66.42 +20.7%
343 DEFI TECHNOLOGIES INC 12,000.0 $7K 0.00% $0.55
344 A AGILENT TECHNOLOGIES INC Healthcare 58.0 $7K 0.00% $113.97 +15.5%
345 CRM SALESFORCE INC Technology 35.0 $7K 0.00% $186.66 -18.2%
346 VZ VERIZON COMMUNICATIONS INC Communication Services 129.0 $6K 0.00% +1.0 +0.8% $50.19 -6.9%
347 ACWV ISHARES INC 54.0 $6K 0.00% -6.0 -10.0% $119.78 -0.2%
348 RKLB ROCKET LAB CORP Industrials 100.0 $6K 0.00% $64.22 +33.0%
349 LRCX LAM RESEARCH CORP Technology 30.0 $6K 0.00% NEW $213.63 +75.4%
350 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 150.0 $6K 0.00% NEW $42.61 +58.7%
351 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 21.0 $6K 0.00% NEW $304.05 +12.9%
352 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 91.0 $6K 0.00% $69.54 +21.4%
353 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 368.0 $6K 0.00% $16.97 +16.7%
354 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 63.0 $6K 0.00% $98.41 -11.1%
355 PSX PHILLIPS 66 Energy 34.0 $6K 0.00% NEW $182.18 -7.4%
356 ALT ALTIMMUNE INC Healthcare 2,000.0 $6K 0.00% $3.08 -4.2%
357 SLB SLB LIMITED Energy 117.0 $6K 0.00% -47.0 -28.7% $51.37 -9.3%
358 MCHP MICROCHIP TECHNOLOGY INC. Technology 93.0 $6K 0.00% $64.60 +43.2%
359 INTF ISHARES TR 154.0 $6K 0.00% $38.86 +4.0%
360 INGERSOLL RAND INC 73.0 $6K 0.00% +33.0 +82.5% $80.11
Page 18 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%