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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 37 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AMT AMERICAN TOWER CORP Real Estate 3,319.0 $543K 0.01% NEW $163.57 +6.8%
722 TOST TOAST INC Technology 19,503.0 $543K 0.01% NEW $27.82 +27.0%
723 GRMN GARMIN LTD Technology 2,282.0 $542K 0.01% NEW $237.54 +25.0%
724 MWA MUELLER WTR PRODS INC Industrials 20,971.0 $542K 0.01% NEW $25.83 -3.5%
725 FAST FASTENAL CO Industrials 11,232.0 $539K 0.01% NEW $48.03 +7.0%
726 PGR PROGRESSIVE CORP Financial Services 2,453.0 $536K 0.01% NEW $218.45 -5.3%
727 SKT TANGER INC Real Estate 13,478.0 $532K 0.01% NEW $39.47 -2.8%
728 HTGC HERCULES CAPITAL INC Financial Services 33,729.0 $532K 0.01% NEW $15.77 +5.0%
729 SPHY SPDR SERIES TRUST 22,659.0 $531K 0.01% NEW $23.44 -0.7%
730 WDC WESTERN DIGITAL CORP Technology 830.0 $530K 0.01% NEW $638.72 -21.8%
731 ROK ROCKWELL AUTOMATION INC Industrials 1,070.0 $530K 0.01% NEW $495.08 -12.0%
732 LXU LSB INDS INC Basic Materials 48,539.0 $525K 0.01% NEW $10.81 -4.6%
733 VRSK VERISK ANALYTICS INC Industrials 2,917.0 $524K 0.01% NEW $179.53 +1.5%
734 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 93,050.0 $522K 0.01% NEW $5.61 +19.2%
735 VISN VISTANCE NETWORKS INC Technology 40,756.0 $521K 0.01% NEW $12.78 -11.7%
736 GSBC GREAT SOUTHN BANCORP INC Financial Services 6,628.0 $520K 0.01% NEW $78.41 +1.9%
737 USHY ISHARES TR 14,005.0 $518K 0.01% NEW $37.02 -0.6%
738 IHY VANECK ETF TRUST 23,610.0 $511K 0.01% NEW $21.66 -0.2%
739 SLP SIMULATIONS PLUS INC Healthcare 27,917.0 $511K 0.01% NEW $18.31 +0.3%
740 GCAL GOLDMAN SACHS ETF TR 9,969.0 $510K 0.01% NEW $51.20 -1.5%
Page 37 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%