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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 41 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HCSG HEALTHCARE SVCS GROUP INC Healthcare 16,280.0 $400K 0.01% NEW $24.56 -10.4%
802 INVX INNOVEX INTERNATIONAL INC Energy 16,115.0 $400K 0.01% NEW $24.80 +23.4%
803 HYDB ISHARES TR 8,512.0 $398K 0.01% NEW $46.77 -0.7%
804 EXPD EXPEDITORS INTL WASH INC Industrials 2,434.0 $397K 0.01% NEW $162.98 +15.3%
805 BYRN BYRNA TECHNOLOGIES INC Industrials 59,097.0 $397K 0.01% NEW $6.71 -42.0%
806 GRRR GORILLA TECHNOLOGY GROUP INC Technology 19,889.0 $395K 0.01% NEW $19.88 -24.3%
807 XLE SELECT SECTOR SPDR TR 7,387.0 $392K 0.01% NEW $53.11 +19.3%
808 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,451.0 $392K 0.01% NEW $52.65 +22.6%
809 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,219.0 $390K 0.01% NEW $42.31 +0.7%
810 ADSK AUTODESK INC Technology 1,949.0 $379K 0.01% NEW $194.42 +28.7%
811 CWCO CONSOLIDATED WATER CO INC Utilities 12,702.0 $375K 0.01% NEW $29.50 +3.3%
812 SRCE 1ST SOURCE CORP Financial Services 4,580.0 $374K 0.01% NEW $81.58 +8.0%
813 MRTN MARTEN TRANS LTD Industrials 21,397.0 $371K 0.01% NEW $17.35 -13.0%
814 HONEYWELL INTL INC 1,554.0 $368K 0.01% NEW $236.96
815 HAFC HANMI FINL CORP Financial Services 11,300.0 $366K 0.01% NEW $32.40 -0.3%
816 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 25,839.0 $365K 0.01% NEW $14.14 +18.1%
817 TUYA TUYA INC Technology 207,430.0 $365K 0.01% NEW $1.76 +1.4%
818 CCNE CNB FINL CORP PA Financial Services 10,811.0 $364K 0.01% NEW $33.71 +3.3%
819 DIS DISNEY WALT CO Communication Services 3,778.0 $364K 0.01% NEW $96.25 +8.8%
820 EH EHANG HLDGS LTD Industrials 55,305.0 $362K 0.01% NEW $6.55 -13.4%
Page 41 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%