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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 33 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EGP EASTGROUP PPTYS INC Real Estate 3,783.0 $766K 0.02% NEW $202.53 -0.2%
642 ACHR ARCHER AVIATION INC Industrials 161,079.0 $762K 0.02% NEW $4.73 +33.6%
643 STAG STAG INDUSTRIAL INC Real Estate 19,945.0 $759K 0.02% NEW $38.06 -3.9%
644 MBWM MERCANTILE BK CORP Financial Services 13,219.0 $759K 0.02% NEW $57.42 +6.0%
645 FFBC 1ST FINL BANCORP Financial Services 22,436.0 $759K 0.02% NEW $33.83 -0.1%
646 PEBO PEOPLES BANCORP INC Financial Services 19,702.0 $757K 0.02% NEW $38.41 +6.7%
647 E ENI SPA Energy 16,001.0 $750K 0.02% NEW $46.86 +19.4%
648 FIBK FIRST INTST BANCSYSTEM INC Financial Services 19,378.0 $747K 0.02% NEW $38.56 -0.3%
649 VEEV VEEVA SYS INC Healthcare 4,206.0 $746K 0.02% NEW $177.47 +36.8%
650 ANDE ANDERSONS INC Consumer Defensive 10,856.0 $743K 0.02% NEW $68.40 +0.7%
651 CNP CENTERPOINT ENERGY INC Utilities 16,719.0 $736K 0.02% NEW $44.04 -7.9%
652 MCD MCDONALDS CORP Consumer Cyclical 2,707.0 $732K 0.02% NEW $270.31 -1.2%
653 VBF INVESCO BD FD Financial Services 48,236.0 $731K 0.02% NEW $15.16 -3.6%
654 NWBI NORTHWEST BANCSHARES INC Financial Services 48,128.0 $730K 0.02% NEW $15.16 +3.2%
655 ACN ACCENTURE PLC IRELAND Technology 5,853.0 $728K 0.02% NEW $124.44 +39.0%
656 USB US BANCORP Financial Services 11,967.0 $723K 0.02% NEW $60.40 +7.3%
657 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 451,403.0 $722K 0.02% NEW $1.60 +43.1%
658 MSI MOTOROLA SOLUTIONS INC Technology 1,728.0 $718K 0.02% NEW $415.29 +13.1%
659 CHE CHEMED CORP NEW Healthcare 1,537.0 $716K 0.02% NEW $465.74 +13.6%
660 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 6,685.0 $710K 0.02% NEW $106.25 +3.1%
Page 33 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%