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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 24 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CDNS CADENCE DESIGN SYSTEM INC Technology 7.0 $2K 0.00% $277.86 +34.0%
462 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 6.0 $2K 0.00% $321.33 +13.9%
463 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 36.0 $2K 0.00% -55.0 -60.4% $52.58 +16.9%
464 DFTX DEFINIUM THERAPEUTICS INC Healthcare 100.0 $2K 0.00% NEW $18.90 +122.9%
465 LQDA LIQUIDIA CORPORATION Healthcare 50.0 $2K 0.00% -50.0 -50.0% $37.74 +100.2%
466 DD DUPONT DE NEMOURS INC Basic Materials 40.0 $2K 0.00% $45.83 +200.8%
467 ZETA ZETA GLOBAL HOLDINGS CORP Technology 110.0 $2K 0.00% $15.92 +22.6%
468 IUSG ISHARES TR 11.0 $2K 0.00% -725.0 -98.5% $155.91 +17.1%
469 TTD THE TRADE DESK INC Technology 75.0 $2K 0.00% $22.68 -22.0%
470 MP MP MATERIALS CORP Basic Materials 35.0 $2K 0.00% $48.26 +17.1%
471 ANNX ANNEXON INC Healthcare 300.0 $2K 0.00% $5.54 -4.3%
472 KEP KOREA ELEC PWR CORP Utilities 100.0 $1K 0.00% $14.25 -14.7%
473 TOL TOLL BROTHERS INC Consumer Cyclical 10.0 $1K 0.00% $137.50 +17.1%
474 UEC URANIUM ENERGY CORP Energy 100.0 $1K 0.00% $13.50 -19.3%
475 FETH FIDELITY ETHEREUM FD Financial Services 63.0 $1K 0.00% +26.0 +70.3% $20.87 -24.4%
476 DNOW DNOW INC Energy 110.0 $1K 0.00% $11.91 +9.9%
477 FIDELITY SOLANA FD 123.0 $1K +53.0 +75.7% $9.73
478 CVE CENOVUS ENERGY INC Energy 45.0 $1K NEW $26.51 -6.9%
479 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6.0 $1K $197.50 +19.4%
480 MGNX MACROGENICS INC Healthcare 400.0 $1K $2.89 +65.4%
Page 24 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%