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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 26 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OKTA OKTA INC Technology 9,241.0 $1.3M 0.04% NEW $136.45 +5.5%
502 PNC PNC FINL SVCS GROUP INC Financial Services 5,118.0 $1.3M 0.04% NEW $246.22 +3.3%
503 DLB DOLBY LABORATORIES INC Technology 23,927.0 $1.3M 0.04% NEW $52.58 +16.2%
504 WSO WATSCO INC Industrials 3,014.0 $1.3M 0.04% NEW $416.73 -24.7%
505 ELPC COMPANHIA PARANAENSE DE ENER Utilities 107,621.0 $1.3M 0.04% NEW $11.65 -9.8%
506 PUTNAM ETF TRUST 156,507.0 $1.2M 0.04% NEW $7.97
507 AGIO AGIOS PHARMACEUTICALS INC Healthcare 33,574.0 $1.2M 0.04% NEW $37.11 -7.3%
508 ENIC ENEL CHILE SA Utilities 276,737.0 $1.2M 0.04% NEW $4.50 +0.4%
509 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,789.0 $1.2M 0.04% NEW $115.00 +5.8%
510 LXEO LEXEO THERAPEUTICS INC Healthcare 265,697.0 $1.2M 0.04% NEW $4.66 +5.9%
511 PINS PINTEREST INC Communication Services 58,582.0 $1.2M 0.04% NEW $21.03 +9.7%
512 JCI JOHNSON CONTROLS INTERNATION Industrials 8,420.0 $1.2M 0.04% NEW $146.11 +2.4%
513 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 35,527.0 $1.2M 0.04% NEW $34.53 +20.7%
514 CRM SALESFORCE INC Technology 7,812.0 $1.2M 0.04% NEW $156.66 +25.2%
515 LRMR LARIMAR THERAPEUTICS INC Healthcare 396,726.0 $1.2M 0.04% NEW $3.05 +33.1%
516 CCAP CRESCENT CAP BDC INC Financial Services 110,715.0 $1.2M 0.04% NEW $10.92 -0.9%
517 GGG GRACO INC Industrials 15,917.0 $1.2M 0.03% NEW $75.61 +7.1%
518 HYD VANECK ETF TRUST 23,276.0 $1.2M 0.03% NEW $51.51 -2.7%
519 SOURCE CAPITAL 25,977.0 $1.2M 0.03% NEW $45.97
520 NWE NORTHWESTERN ENERGY GROUP IN Utilities 16,650.0 $1.2M 0.03% NEW $71.62 -1.4%
Page 26 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%