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Portfolio (Quarterly) Guide ↗

Financial Network Wealth Advisors LLC

· CIK 0002012031
13F Portfolio $99M AUM 858 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 123 New 252 Added 202 Reduced 37 Exited
Page 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PNR PENTAIR PLC Industrials 28.0 $2K 0.00% -18.0 -39.1% $77.71 -19.6%
182 NVMI NOVA LTD Technology 4.0 $2K 0.00% -2.0 -33.3% $543.00 -32.2%
183 ALGN ALIGN TECHNOLOGY INC Healthcare 12.0 $2K 0.00% -8.0 -40.0% $168.67 -5.4%
184 FIX COMFORT SYS USA INC Industrials 1.0 $2K 0.00% -1.0 -50.0% $1982.00 -21.2%
185 ENTG ENTEGRIS INC Technology 11.0 $2K 0.00% -1.0 -8.3% $179.82 -22.8%
186 EPAC ENERPAC TOOL GROUP CORP Industrials 54.0 $2K 0.00% -204.0 -79.1% $35.85 +4.0%
187 EFX EQUIFAX INC Industrials 12.0 $2K 0.00% -9.0 -42.9% $161.00 +19.2%
188 HALO HALOZYME THERAPEUTICS INC Healthcare 23.0 $2K 0.00% -2.0 -8.0% $78.26 +39.7%
189 HLNE HAMILTON LANE INC Financial Services 21.0 $2K 0.00% -14.0 -40.0% $80.19 +33.2%
190 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 44.0 $2K 0.00% -161.0 -78.5% $37.75 +16.4%
191 NCNO NCINO INC Technology 100.0 $2K 0.00% -223.0 -69.0% $16.35 +27.3%
192 TTC TORO CO Industrials 15.0 $1K 0.00% -59.0 -79.7% $97.40 +2.2%
193 SE SEA LTD Consumer Cyclical 15.0 $1K 0.00% -59.0 -79.7% $95.80 +28.6%
194 SPSC SPS COMM INC Technology 25.0 $1K 0.00% -11.0 -30.6% $57.16 +40.9%
195 EXPO EXPONENT INC Industrials 24.0 $1K 0.00% -16.0 -40.0% $57.83 +21.2%
196 MTUM ISHARES TR 4.0 $1K 0.00% -164.0 -97.6% $342.75 -11.8%
197 E ENI S P A Energy 29.0 $1K 0.00% -1.0 -3.3% $46.86 +15.3%
198 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K 0.00% -18.0 -81.8% $329.75 +17.6%
199 USPH U S PHYSICAL THERAPY Healthcare 19.0 $1K 0.00% -72.0 -79.1% $68.68 +12.6%
200 ADBE ADOBE INC Technology 4.0 $820.0 0.00% -2.0 -33.3% $205.00 +33.6%
Page 10 of 11  ·  202 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
Technology 29.5%
Financial Services 13.3%
Healthcare 12.1%
Industrials 10.9%
Consumer Cyclical 9.9%
Communication Services 7.1%
Energy 6.1%
Consumer Defensive 5.9%
Utilities 2.2%
Basic Materials 1.6%