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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 6 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDT MEDTRONIC PLC Healthcare 1,397.0 $121K 0.05% +45.0 +3.3% $86.62 -7.5%
102 XLE SELECT SECTOR SPDR TR 1,955.0 $120K 0.05% $61.25 -12.6%
103 CVX CHEVRON CORPORATION Energy 573.0 $118K 0.05% +9.0 +1.6% $206.78 -17.1%
104 CSCO CISCO SYS INC Technology 1,505.0 $117K 0.05% -11.0 -0.7% $77.61 +54.3%
105 RB GLOBAL INC 1,205.0 $115K 0.05% $95.84
106 IDXX IDEXX LABS INC Healthcare 199.0 $112K 0.05% $561.89 -2.3%
107 DHR DANAHER CORP DEL Healthcare 560.0 $106K 0.04% $189.44 -0.3%
108 MA MASTERCARD INCORPORATED Financial Services 211.0 $106K 0.04% $500.25 -1.2%
109 WST WEST PHARMACEUTICAL SVSC INC Healthcare 420.0 $105K 0.04% $250.64 +34.2%
110 META META PLATFORMS INC Communication Services 184.0 $105K 0.04% -25.0 -12.0% $571.60 -2.4%
111 HBAN HUNTINGTON BANCSHARES INC Financial Services 6,377.0 $100K 0.04% +246.0 +4.0% $15.65 +12.3%
112 SHY ISHARES TR 1,203.0 $99K 0.04% +6.0 +0.5% $82.60 -0.6%
113 WMT WALMART INC Consumer Defensive 794.0 $99K 0.04% $124.30 -3.9%
114 CVS CVS HEALTH CORP Healthcare 1,363.0 $98K 0.04% -521.0 -27.6% $71.84 +41.8%
115 SPYI NEOS ETF TRUST 1,924.0 $95K 0.04% -6K -76.0% $49.37 +5.7%
116 IMCB ISHARES TR 1,111.0 $93K 0.04% $83.43 +14.5%
117 IBB ISHARES TR 547.0 $92K 0.04% $168.99 +7.4%
118 SCHD SCHWAB STRATEGIC TR 2,924.0 $90K 0.04% -4K -59.8% $30.68 +3.4%
119 MU MICRON TECHNOLOGY INC Technology 271.0 $88K 0.04% +58.0 +27.2% $325.96 +221.7%
120 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,000.0 $88K 0.04% $8.77 +108.9%
Page 6 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%