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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 32 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DINO HF SINCLAIR CORP Energy 11,815.0 $823K 0.02% NEW $69.65 +37.4%
622 ALV AUTOLIV INC Consumer Cyclical 7,063.0 $821K 0.02% NEW $116.17 +3.5%
623 FSS FEDERAL SIGNAL CORP Industrials 6,340.0 $815K 0.02% NEW $128.49 -5.1%
624 MIDCAP FINANCIAL INVSTMNT CO 80,291.0 $809K 0.02% NEW $10.08
625 SHOP SHOPIFY INC Technology 7,037.0 $803K 0.02% NEW $114.18 +28.4%
626 MTCH MATCH GROUP INC NEW Communication Services 21,080.0 $802K 0.02% NEW $38.05 +1.7%
627 IDT IDT CORP Communication Services 13,789.0 $802K 0.02% NEW $58.16 +14.6%
628 HOOD ROBINHOOD MKTS INC Financial Services 7,978.0 $800K 0.02% NEW $100.28 -8.7%
629 IAGG ISHARES TR 15,485.0 $784K 0.02% NEW $50.60 -1.6%
630 FINV FINVOLUTION GROUP Financial Services 162,446.0 $778K 0.02% NEW $4.79 -8.6%
631 KRG KITE REALTY GROUP TRUST Real Estate 27,379.0 $777K 0.02% NEW $28.38 -6.8%
632 PBD INVESCO EXCH TRADED FD TR II 39,615.0 $776K 0.02% NEW $19.60 -8.0%
633 HXL HEXCEL CORP NEW Industrials 7,741.0 $775K 0.02% NEW $100.06 +1.1%
634 WBS WEBSTER FINL CORP Financial Services 10,124.0 $774K 0.02% NEW $76.42 +2.0%
635 LNG CHENIERE ENERGY INC Energy 3,235.0 $773K 0.02% NEW $239.01 +14.5%
636 RDW REDWIRE CORPORATION Industrials 63,067.0 $771K 0.02% NEW $12.23 +5.8%
637 NATWEST GROUP PLC 43,668.0 $770K 0.02% NEW $17.63
638 RCKT ROCKET PHARMACEUTICALS INC Healthcare 224,927.0 $769K 0.02% NEW $3.42 -2.3%
639 SOUN SOUNDHOUND AI INC Technology 118,662.0 $768K 0.02% NEW $6.47 +8.0%
640 IGPT INVESCO EXCHANGE TRADED FD T 7,375.0 $768K 0.02% NEW $104.10 -11.5%
Page 32 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%