SEC Form 13F · Q2 2026

Hennion & Walsh Asset Management, Inc.

Institutional Holdings Report

13F-HRNJ
$3.5B
Portfolio Value
960
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Hennion & Walsh Asset Management, Inc.
CIK
1861642
Accession No.
0002000324-26-002845
Location
Parsippany, NJ
Form Type
13F-HR
Portfolio Value
$3.5B
Holdings Reported
960
Reporting Period
Q2 2026
Filed
July 8, 2026

About this Filing

Hennion & Walsh Asset Management, Inc. is an institutional investment manager based in Parsippany, NJ reporting approximately $3.5B in 13(f) securities across 960 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.