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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 24 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TSN TYSON FOODS INC Consumer Defensive 26,080.0 $1.5M 0.04% NEW $57.25 +1.3%
462 TROW PRICE T ROWE GROUP INC Financial Services 13,111.0 $1.5M 0.04% NEW $113.69 -3.0%
463 NVMI NOVA LTD Technology 2,736.0 $1.5M 0.04% NEW $542.94 -28.0%
464 D DOMINION ENERGY INC Utilities 21,722.0 $1.5M 0.04% NEW $68.29 +0.5%
465 CSWC CAPITAL SOUTHWEST CORP Financial Services 62,374.0 $1.5M 0.04% NEW $23.77 +3.4%
466 NJR NEW JERSEY RES CORP Utilities 26,450.0 $1.5M 0.04% NEW $56.04 -0.9%
467 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 39,026.0 $1.5M 0.04% NEW $37.98 -0.4%
468 PSA PUBLIC STORAGE Real Estate 4,634.0 $1.5M 0.04% NEW $318.31 +1.5%
469 GLW CORNING INC Technology 5,763.0 $1.5M 0.04% NEW $255.43 -37.4%
470 OHI OMEGA HEALTHCARE INVS INC Real Estate 30,768.0 $1.5M 0.04% NEW $47.68 -2.6%
471 POR PORTLAND GEN ELEC CO Utilities 28,078.0 $1.5M 0.04% NEW $51.83 -2.5%
472 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 398,871.0 $1.5M 0.04% NEW $3.64 -23.6%
473 VLO VALERO ENERGY CORP Energy 5,551.0 $1.4M 0.04% NEW $260.44 +34.4%
474 VANGUARD NY TAX FREE FDS 13,842.0 $1.4M 0.04% NEW $104.00
475 LMAT LEMAITRE VASCULAR INC Healthcare 14,825.0 $1.4M 0.04% NEW $95.96 -15.0%
476 CLS CELESTICA INC Technology 3,874.0 $1.4M 0.04% NEW $364.80 -14.9%
477 CGNX COGNEX CORP Technology 19,432.0 $1.4M 0.04% NEW $72.42 -12.4%
478 AFL AFLAC INC Financial Services 12,001.0 $1.4M 0.04% NEW $117.25 +3.8%
479 SPRY ARS PHARMACEUTICALS INC Healthcare 175,614.0 $1.4M 0.04% NEW $8.01 -21.3%
480 BSCR INVESCO EXCH TRD SLF IDX FD 71,051.0 $1.4M 0.04% NEW $19.61 +0.2%
Page 24 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%