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Portfolio (Quarterly) Guide ↗

Hennion & Walsh Asset Management, Inc.

· CIK 0001861642
13F Portfolio $3.5B AUM 960 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 955 New
Page 15 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AGX ARGAN INC Industrials 3,854.0 $3.1M 0.09% NEW $798.55 -29.8%
282 IDMO INVESCO EXCH TRADED FD TR II 124,712.0 $3.1M 0.09% NEW $24.51 +154.9%
283 SO SOUTHERN CO Utilities 31,656.0 $3.0M 0.09% NEW $95.71 -3.7%
284 AJG GALLAGHER ARTHUR J & CO Financial Services 13,175.0 $3.0M 0.09% NEW $229.57 +9.6%
285 AVAV AEROVIRONMENT INC Industrials 18,115.0 $3.0M 0.09% NEW $165.07 +6.3%
286 PPL PPL CORP Utilities 82,028.0 $3.0M 0.09% NEW $36.35 -2.1%
287 CAT CATERPILLAR INC Industrials 2,779.0 $3.0M 0.08% NEW $1064.90 -21.3%
288 OGE OGE ENERGY CORP Utilities 60,160.0 $2.9M 0.08% NEW $48.66 -2.8%
289 PSTG EVERPURE INC 37,104.0 $2.9M 0.08% NEW $78.79
290 ANNX ANNEXON INC Healthcare 507,050.0 $2.9M 0.08% NEW $5.71 -8.3%
291 ENTERGY CORP NEW 25,199.0 $2.9M 0.08% NEW $114.86
292 GOLDMAN SACHS ETF TR 56,980.0 $2.9M 0.08% NEW $50.34
293 BSCS INVESCO EXCH TRD SLF IDX FD 140,057.0 $2.9M 0.08% NEW $20.36 +0.1%
294 AGZ ISHARES TR 26,099.0 $2.9M 0.08% NEW $109.28 -0.6%
295 EXC EXELON CORP Utilities 60,801.0 $2.8M 0.08% NEW $46.62 -2.5%
296 SAR SARATOGA INVT CORP Financial Services 127,040.0 $2.8M 0.08% NEW $22.31 -16.4%
297 CCJ CAMECO CORP Energy 27,761.0 $2.8M 0.08% NEW $101.86 -6.0%
298 JMUB J P MORGAN EXCHANGE TRADED F 55,588.0 $2.8M 0.08% NEW $50.66 -1.9%
299 MCHP MICROCHIP TECHNOLOGY INC. Technology 30,734.0 $2.8M 0.08% NEW $91.20 -14.7%
300 VFL ABRDN NATL MUN INCOME FD Financial Services 268,847.0 $2.8M 0.08% NEW $10.37 -0.6%
Page 15 of 48  ·  955 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
Financial Services 34.6%
Technology 19.6%
Healthcare 13.7%
Industrials 12.1%
Utilities 4.7%
Consumer Cyclical 3.9%
Consumer Defensive 3.2%
Communication Services 2.9%
Energy 2.7%
Real Estate 1.9%