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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 27 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 130.0 $304.0 $2.34 +56.9%
522 OSUR ORASURE TECHNOLOGIES INC Healthcare 100.0 $300.0 $3.00 +41.3%
523 BHF BRIGHTHOUSE FINL INC Financial Services 5.0 $299.0 $59.80 +6.2%
524 XLF SELECT SECTOR SPDR TR 6.0 $296.0 $49.33 +9.2%
525 VBR VANGUARD INDEX FDS 1.0 $280.0 NEW $280.00 -14.8%
526 ALDX ALDEYRA THERAPEUTICS INC Healthcare 155.0 $261.0 $1.68 +20.0%
527 VMBS VANGUARD SCOTTSDALE FDS 5.0 $219.0 $43.80 +6.6%
528 VOD VODAFONE GROUP PLC Communication Services 14.0 $210.0 $15.00 -5.9%
529 ULTA ULTA BEAUTY INC Consumer Cyclical $203.0 NEW
530 AIXCRYPTO HOLDINGS INC 160.0 $200.0 $1.25
531 FDFF FIDELITY COVINGTON TRUST 6.0 $189.0 $31.50 +3.5%
532 USIG ISHARES TR 4.0 $186.0 $46.50 +10.1%
533 LUMN LUMEN TECHNOLOGIES INC Communication Services 25.0 $173.0 $6.92 +13.3%
534 RH RH Consumer Cyclical 1.0 $139.0 $139.00 +2.0%
535 GEMI GEMINI SPACE STA INC Financial Services 30.0 $132.0 $4.40 +0.7%
536 UAA UNDER ARMOUR INC Consumer Cyclical 21.0 $124.0 $5.90 -2.1%
537 UA UNDER ARMOUR INC Consumer Cyclical 21.0 $121.0 $5.76 -2.6%
538 CIEN CIENA CORP Technology $116.0 NEW
539 ALT5 SIGMA CORP 100.0 $111.0 NEW $1.11
540 BIL SPDR SERIES TRUST 1.0 $107.0 -2.0 -66.7% $107.00 -14.4%
Page 27 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%