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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 21 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AVY AVERY DENNISON CORP Industrials 24.0 $4K 0.00% $172.67 -5.5%
402 BCS BARCLAYS PLC Financial Services 193.0 $4K 0.00% -34.0 -15.0% $21.12 +26.0%
403 TMDX TRANSMEDICS GROUP INC Healthcare 41.0 $4K 0.00% +1.0 +2.5% $99.15 -21.7%
404 IXUS ISHARES TR 46.0 $4K 0.00% -27.0 -37.0% $86.63 +8.7%
405 TM TOYOTA MOTOR CORP Consumer Cyclical 19.0 $4K 0.00% +5.0 +35.7% $209.11 -19.8%
406 CRITICAL METALS CORP 500.0 $4K 0.00% $7.94
407 ACN ACCENTURE PLC IRELAND Technology 20.0 $4K 0.00% NEW $198.25 -34.8%
408 SNDL INC 3,000.0 $4K 0.00% $1.32
409 OKTA OKTA INC Technology 50.0 $4K 0.00% NEW $78.70 +50.7%
410 MDB MONGODB INC Technology 16.0 $4K 0.00% NEW $244.75 +23.6%
411 FDTX FIDELITY COVINGTON TRUST 105.0 $4K 0.00% $36.91 +49.0%
412 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 57.0 $4K 0.00% NEW $67.05 +38.4%
413 PYPL PAYPAL HLDGS INC Financial Services 84.0 $4K 0.00% $45.32 -6.3%
414 ARKF ARK ETF TR 100.0 $4K 0.00% $38.04 +2.0%
415 AA ALCOA CORP Basic Materials 56.0 $4K 0.00% -38.0 -40.4% $66.32 -21.1%
416 COF CAPITAL ONE FINL CORP Financial Services 20.0 $4K 0.00% $182.40 +9.9%
417 XNCR XENCOR INC Healthcare 300.0 $4K 0.00% $12.06 +19.8%
418 EBAY EBAY INC. Consumer Cyclical 39.0 $4K 0.00% $91.00 +20.3%
419 ELF E L F BEAUTY INC Consumer Defensive 58.0 $4K 0.00% $61.02 +5.7%
420 INDA ISHARES TR 76.0 $4K 0.00% $46.57 +6.5%
Page 21 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%