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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 19 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VERASTEM INC 569,195.0 $2.2M 0.06% NEW $3.82
362 SBI WESTERN ASSET INTER MUNI Financial Services 275,915.0 $2.2M 0.06% NEW $7.87 -2.7%
363 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 210,755.0 $2.2M 0.06% NEW $10.30 -1.4%
364 ETG EATON VANCE TX ADV GLBL DIV Financial Services 92,115.0 $2.2M 0.06% NEW $23.54 +1.9%
365 HD HOME DEPOT INC Consumer Cyclical 6,116.0 $2.2M 0.06% NEW $352.68 -4.0%
366 LEU CENTRUS ENERGY CORP Energy 12,820.0 $2.2M 0.06% NEW $167.87 +4.5%
367 BBDC BARINGS BDC INC Financial Services 251,430.0 $2.1M 0.06% NEW $8.52 +10.9%
368 PAYX PAYCHEX INC Industrials 21,762.0 $2.1M 0.06% NEW $98.33 +23.4%
369 IGSB ISHARES TR 40,396.0 $2.1M 0.06% NEW $52.41 -0.5%
370 MSM MSC INDL DIRECT INC Industrials 17,719.0 $2.1M 0.06% NEW $118.95 +3.1%
371 ONTO ONTO INNOVATION INC Technology 5,524.0 $2.1M 0.06% NEW $378.45 -16.9%
372 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 218,001.0 $2.1M 0.06% NEW $9.57 +2.5%
373 VST VISTRA CORP Utilities 13,096.0 $2.1M 0.06% NEW $158.63 -9.7%
374 OPRA OPERA LTD Communication Services 104,729.0 $2.1M 0.06% NEW $19.83 -2.0%
375 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 198,062.0 $2.1M 0.06% NEW $10.42 -2.2%
376 EOG EOG RES INC Energy 15,878.0 $2.1M 0.06% NEW $129.73 +14.3%
377 SPG SIMON PPTY GROUP INC NEW Real Estate 9,203.0 $2.1M 0.06% NEW $223.65 -0.9%
378 FE FIRSTENERGY CORP Utilities 43,178.0 $2.1M 0.06% NEW $47.54 +0.6%
379 ROST ROSS STORES INC Consumer Cyclical 9,578.0 $2.0M 0.06% NEW $212.85 +11.8%
380 NYT NEW YORK TIMES CO MTN BE Communication Services 28,981.0 $2.0M 0.06% NEW $69.98 -6.4%
Page 19 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%