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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 39 of 43  ·  858 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HLN HALEON PLC Healthcare 146.0 $1K 0.00% +66.0 +82.5% $9.33 +9.1%
762 E ENI S P A Energy 29.0 $1K 0.00% -1.0 -3.3% $46.86 +15.3%
763 GLOBUS MED INC 17.0 $1K 0.00% NEW $79.00
764 VRT VERTIV HOLDINGS CO Industrials 4.0 $1K 0.00% +1.0 +33.3% $334.75 -23.6%
765 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K 0.00% -18.0 -81.8% $329.75 +17.6%
766 FND FLOOR DECOR HLDGS INC Consumer Cyclical 22.0 $1K 0.00% $59.36 -8.5%
767 USPH U S PHYSICAL THERAPY Healthcare 19.0 $1K 0.00% -72.0 -79.1% $68.68 +12.6%
768 HOOD ROBINHOOD MKTS INC Financial Services 13.0 $1K 0.00% NEW $100.31 +11.7%
769 GLOB GLOBANT S A Technology 45.0 $1K 0.00% $28.93 +38.5%
770 BX BLACKSTONE INC Financial Services 11.0 $1K 0.00% NEW $117.64 +21.9%
771 HWKN HAWKINS INC Basic Materials 9.0 $1K 0.00% $142.11 -16.7%
772 DOCN DIGITALOCEAN HLDGS INC Technology 8.0 $1K 0.00% NEW $157.00 -28.3%
773 CANADIAN PACIFIC KANSAS CITY 14.0 $1K 0.00% +4.0 +40.0% $86.64
774 CVLG COVENANT LOGISTICS GROUP INC Industrials 27.0 $1K 0.00% +1.0 +3.9% $44.19 -20.6%
775 ANET ARISTA NETWORKS INC Technology 7.0 $1K 0.00% NEW $169.86 +12.4%
776 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 74.0 $1K 0.00% +18.0 +32.1% $16.03 +14.5%
777 OGE OGE ENERGY CORP Utilities 24.0 $1K 0.00% $48.67 -5.6%
778 THFF FIRST FINL CORP IND Financial Services 15.0 $1K 0.00% $77.47 +2.3%
779 IEMG ISHARES INC 14.0 $1K 0.00% NEW $82.86 -1.2%
780 BZ KANZHUN LIMITED Industrials 87.0 $1K 0.00% NEW $12.87 +26.5%
Page 39 of 43  ·  858 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%