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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 9 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OFIX ORTHOFIX MED INC Healthcare 4,310.0 $49K 0.02% -95.0 -2.2% $11.47 -18.4%
162 ADBE ADOBE INC Technology 201.0 $49K 0.02% $243.31 -19.2%
163 V VISA INC Financial Services 157.0 $47K 0.02% $302.41 +9.9%
164 UAL UNITED AIRLS HLDGS INC Industrials 500.0 $46K 0.02% $92.07 +41.8%
165 FCG FIRST TR EXCHANGE-TRADED FD 1,450.0 $46K 0.02% $31.69 -15.2%
166 VIG VANGUARD SPECIALIZED FUNDS 208.0 $45K 0.02% -3.0 -1.4% $215.16 +9.0%
167 SCHX SCHWAB STRATEGIC TR 1,745.0 $45K 0.02% $25.63 +12.7%
168 FTXN FIRST TR EXCHANGE TRADED FD 1,150.0 $44K 0.02% $38.60 -12.6%
169 COIN COINBASE GLOBAL INC Financial Services 253.0 $44K 0.02% $174.61 -14.0%
170 BA BOEING CO Industrials 219.0 $44K 0.02% -7.0 -3.1% $199.03 +10.7%
171 FNCL FIDELITY COVINGTON TRUST 611.0 $43K 0.02% $70.17 +9.1%
172 INSM INSMED INC Healthcare 250.0 $41K 0.02% $163.52 -36.7%
173 KNF KNIFE RIVER CORP Basic Materials 494.0 $40K 0.02% $81.65 +11.2%
174 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 322.0 $40K 0.02% NEW $124.58 +4.2%
175 RELY REMITLY GLOBAL INC Technology 2,550.0 $40K 0.02% $15.67 +36.9%
176 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 100.0 $39K 0.02% NEW $391.76 +153.5%
177 MRVL MARVELL TECHNOLOGY INC Technology 380.0 $38K 0.01% $98.99 +179.5%
178 YUM YUM BRANDS INC Consumer Cyclical 239.0 $37K 0.01% $155.31 -2.4%
179 INTC INTEL CORP Technology 841.0 $37K 0.01% -45.0 -5.1% $44.13 +198.3%
180 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,865.0 $37K 0.01% +165.0 +9.7% $19.86 -24.3%
Page 9 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%