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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 23 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ITM VANECK ETF TRUST 54.0 $3K 0.00% $46.57 +0.9%
442 HNGE HINGE HEALTH INC Healthcare 65.0 $3K 0.00% NEW $38.55 +84.8%
443 CCJ CAMECO CORP Energy 22.0 $2K 0.00% $108.59 -2.6%
444 QBTS D-WAVE QUANTUM INC Technology 165.0 $2K 0.00% -35.0 -17.5% $14.42 +57.2%
445 RKT ROCKET COS INC Financial Services 166.0 $2K 0.00% NEW $14.25 +6.0%
446 BX BLACKSTONE INC Financial Services 20.0 $2K 0.00% +7.0 +53.9% $116.30 -0.8%
447 AON AON PLC Financial Services 7.0 $2K 0.00% $329.14 -0.9%
448 OSCR OSCAR HEALTH INC Healthcare 200.0 $2K 0.00% $11.47 +152.2%
449 DXC DXC TECHNOLOGY CO Technology 175.0 $2K 0.00% $12.57 -33.0%
450 Q QNITY ELECTRONICS INC Technology 19.0 $2K 0.00% $115.53 +36.2%
451 MOS MOSAIC CO Basic Materials 86.0 $2K 0.00% +1.0 +1.2% $25.48 -16.7%
452 JBS N.V. 121.0 $2K 0.00% NEW $17.96
453 NVO NOVO-NORDISK A S Healthcare 59.0 $2K 0.00% $36.59 +29.1%
454 IMMR IMMERSION CORP Technology 395.0 $2K 0.00% +5.0 +1.3% $5.45 +21.2%
455 DOW DOW HLDGS INC Basic Materials 52.0 $2K 0.00% +1.0 +2.0% $41.37 -30.2%
456 CHKP CHECK POINT SOFTWARE TECH LT Technology 15.0 $2K 0.00% $142.80 -12.0%
457 DIA STATE STR SPDR DOW JONES IND Financial Services 5.0 $2K 0.00% +1.0 +25.0% $417.40 +24.1%
458 BCYC BICYCLE THERAPEUTICS PLC Healthcare 435.0 $2K 0.00% $4.64 -13.9%
459 ZYMEWORKS INC 80.0 $2K 0.00% -150.0 -65.2% $25.04
460 RIOT RIOT PLATFORMS INC Financial Services 160.0 $2K 0.00% $12.36 +121.7%
Page 23 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%