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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 20 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DT DYNATRACE INC Technology 133.0 $5K 0.00% $36.98 +9.8%
382 CMS CMS ENERGY CORP Utilities 63.0 $5K 0.00% +27.0 +75.0% $77.57 -1.4%
383 ZTS ZOETIS INC Healthcare 41.0 $5K 0.00% $118.20 -35.0%
384 DUK DUKE ENERGY CORP NEW Utilities 37.0 $5K 0.00% $130.92 -3.4%
385 MTUM ISHARES TR 20.0 $5K 0.00% $241.90 +35.8%
386 TLRY TILRAY BRANDS INC Healthcare 747.0 $5K 0.00% $6.47 -29.1%
387 RSP INVESCO EXCHANGE TRADED FD T 25.0 $5K 0.00% NEW $192.72 +9.1%
388 MCO MOODYS CORP Financial Services 11.0 $5K 0.00% $436.18 +3.1%
389 NOW SERVICENOW INC Technology 45.0 $5K 0.00% $104.53 -10.3%
390 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14.0 $5K 0.00% $330.86 -11.1%
391 BTI BRITISH AMERN TOB PLC Consumer Defensive 79.0 $5K 0.00% NEW $58.47 +5.0%
392 WM WASTE MGMT INC DEL Industrials 20.0 $5K 0.00% NEW $230.70 -5.1%
393 URTH ISHARES INC 25.0 $4K 0.00% NEW $180.00 +10.6%
394 NATWEST GROUP PLC 302.0 $4K 0.00% $14.88
395 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 13.0 $4K 0.00% +4.0 +44.4% $344.23 +28.1%
396 RGLD ROYAL GOLD INC Basic Materials 17.0 $4K 0.00% $255.76 -20.9%
397 SLP SIMULATIONS PLUS INC Healthcare 367.0 $4K 0.00% $11.82 +53.8%
398 VFH VANGUARD WORLD FD 35.0 $4K 0.00% $122.17 +7.6%
399 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 75.0 $4K 0.00% $56.48 +1.5%
400 CRWV COREWEAVE INC Technology 54.0 $4K 0.00% -146.0 -73.0% $77.46 +30.2%
Page 20 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%