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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 7 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MAR MARRIOTT INTL INC NEW Consumer Cyclical 259.0 $85K 0.04% $327.41 +18.1%
122 O REALTY INCOME CORP Real Estate 1,359.0 $83K 0.03% -388.0 -22.2% $61.19 +0.6%
123 DE DEERE &CO Industrials 147.0 $83K 0.03% -4.0 -2.6% $563.01 +5.1%
124 CRWD CROWDSTRIKE HLDGS INC Technology 203.0 $79K 0.03% +97.0 +91.5% $390.41 +74.4%
125 ZM ZOOM COMMUNICATIONS INC Technology 972.0 $78K 0.03% $80.39 +4.9%
126 T AT&T INC Communication Services 2,644.0 $77K 0.03% -72.0 -2.6% $28.98 -21.3%
127 TYL TYLER TECHNOLOGIES INC Technology 220.0 $75K 0.03% $341.60 -18.3%
128 KGC KINROSS GOLD CORP Basic Materials 2,446.0 $75K 0.03% $30.52 -18.0%
129 VEEV VEEVA SYS INC Healthcare 407.0 $71K 0.03% $175.66 -12.8%
130 QDEL QUIDELORTHO CORP Healthcare 4,290.0 $70K 0.03% $16.43 -27.3%
131 HD HOME DEPOT INC Consumer Cyclical 212.0 $70K 0.03% -6.0 -2.8% $329.28 -1.5%
132 DAL DELTA AIR LINES INC Industrials 1,047.0 $70K 0.03% $66.48 +30.4%
133 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,096.0 $66K 0.03% $60.65 -8.4%
134 MSTR STRATEGY INC Technology 532.0 $66K 0.03% +347.0 +187.6% $124.80 -16.8%
135 SCHB SCHWAB STRATEGIC TR 2,584.0 $65K 0.03% $25.10 +13.5%
136 PXJ INVESCO EXCHANGE TRADED FD T 1,561.0 $65K 0.03% $41.44 -0.7%
137 LMT LOCKHEED MARTIN CORP Industrials 107.0 $65K 0.03% -1.0 -0.9% $603.76 -16.6%
138 IVW ISHARES TR 569.0 $64K 0.03% +90.0 +18.8% $113.11 +18.2%
139 NOK NOKIA CORP Technology 8,004.0 $64K 0.03% -2K -20.0% $8.04 +70.4%
140 KO COCA COLA CO Consumer Defensive 842.0 $64K 0.03% -26.0 -3.0% $76.04 +5.6%
Page 7 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%