Fund Holdings

Hennion & Walsh Asset Management, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
BLACKROCK MUNIYILD QULT FD I04,696,687+4,696,687050,552,046+50,552,046
JANUS DETROIT STR TR0469,624+469,624032,887,581+32,887,581
BLACKROCK MUNIHOLDINGS FD IN02,692,857+2,692,857030,375,427+30,375,427
COLUMBIA ETF TR II0959,842+959,842039,171,135+39,171,135
INDIVIOR PHARMACEUTICALS INC0330,691+330,691010,079,462+10,079,462
PROSHARES TR0210,743+210,74308,383,357+8,383,357
NUVEEN MUN HIGH INCOME OPPOR01,639,102+1,639,102017,013,879+17,013,879
DAY ONE BIOPHARMACEUTICALS I0367,134+367,13407,871,353+7,871,353
J P MORGAN EXCHANGE TRADED F0244,262+244,262013,561,426+13,561,426
INVESCO TR INVT GRADE MUNS0978,215+978,21509,654,982+9,654,982
LAM RESEARCH CORP076,867+76,867016,423,403+16,423,403
WISDOMTREE TR01,331,088+1,331,088058,714,284+58,714,284
BLACKROCK MUNIYIELD N Y QUAL0940,056+940,05609,024,538+9,024,538
MODINE MFG CO026,256+26,25605,689,938+5,689,938
HOWMET AEROSPACE INC037,456+37,45608,632,110+8,632,110
NUVEEN S&P 500 DYNAMIC OVERW0210,579+210,57903,384,005+3,384,005
COMFORT SYS USA INC04,963+4,96306,843,927+6,843,927
LOCKHEED MARTIN CORP017,525+17,525010,591,935+10,591,935
APPLIED MATLS INC58,82152,730-6,09115,116,40918,022,587+2,906,178
ARGAN INC05,285+5,28502,878,475+2,878,475
ASML HLDG NV3,7165,141+1,4253,975,6006,790,387+2,814,787
NUVEEN AMT FREE MUN CR INC F01,918,023+1,918,023023,649,224+23,649,224
BLACKROCK MUNIHLDNGS CALI0673,975+673,97507,009,340+7,009,340
INVESCO EXCH TRADED FD TR II0113,753+113,75302,715,284+2,715,284
INVESCO MUNICIPAL TRUST0279,041+279,04102,656,470+2,656,470
NORTHROP GRUMMAN CORP013,426+13,42609,159,754+9,159,754
BLACKROCK MUNIASSETS FD INC01,224,966+1,224,966012,996,889+12,996,889
BNY MELLON STRATEGIC MUNS IN0798,274+798,27405,021,143+5,021,143
PIMCO NEW YORK MUN FD II0363,389+363,38902,489,215+2,489,215
VANGUARD INDEX FDS0236,087+236,087046,320,356+46,320,356
ANALOG DEVICES INC57,92756,982-94515,709,80218,128,253+2,418,451
BNY MELLON STRATEGIC MUN BD0786,368+786,36804,726,072+4,726,072
IMMUNITYBIO INC0407,444+407,44403,125,095+3,125,095
NUVEEN QUALITY MUNCP INCOME0927,745+927,745010,669,068+10,669,068
COSTCO WHOLESALE CORPORATION09,629+9,62909,594,624+9,594,624
MICRON TECHNOLOGY INC026,832+26,83209,064,923+9,064,923
WALMART INC098,299+98,299012,216,600+12,216,600
STERLING INFRASTRUCTURE INC010,513+10,51304,281,630+4,281,630
NUVEEN NY DIVI ADV0520,162+520,16205,799,806+5,799,806
EXXON MOBIL CORP049,128+49,12808,335,056+8,335,056
NUVEEN NY AMT FREE0726,559+726,55907,418,167+7,418,167
KALVISTA PHARMACEUTICALS INC0375,995+375,99507,568,779+7,568,779
L3HARRIS TECHNOLOGIES INC017,550+17,55006,057,382+6,057,382
DUCOMMUN INC DEL049,126+49,12605,993,372+5,993,372
INVESCO ADVANTAGE MUN INCOME0498,936+498,93604,320,786+4,320,786
KROGER CO063,861+63,86104,620,982+4,620,982
CELCUITY INC0182,601+182,601020,842,078+20,842,078
GENERAL DYNAMICS CORP021,604+21,60407,414,925+7,414,925
AAR CORP35,32442,611+7,2872,924,4744,664,200+1,739,726
INNOVATIVE SOLUTIONS & SUPPO0143,300+143,30002,941,949+2,941,949
TARGA RES CORP033,194+33,19408,322,732+8,322,732
QUANTA SVCS INC019,132+19,132010,503,851+10,503,851
STATE STR CORP023,868+23,86803,020,734+3,020,734
ASTRONICS CORP50,80566,076+15,2712,755,6634,409,251+1,653,588
ATI INC25,21431,212+5,9982,893,5594,540,098+1,646,539
BLACKROCK MUN TARGET TERM TR0617,560+617,560014,018,612+14,018,612
BLACKROCK 2037 MUNICIPAL TAR0131,434+131,43403,409,398+3,409,398
JOHNSON & JOHNSON041,172+41,172010,064,084+10,064,084
VERTIV HOLDINGS CO023,603+23,60305,914,440+5,914,440
INVESCO MUNI INCOME OPP TRST01,284,322+1,284,32207,885,737+7,885,737
ECOLAB INC023,344+23,34406,209,971+6,209,971
CURTISS WRIGHT CORP07,147+7,14704,867,965+4,867,965
CHEVRON CORPORATION029,887+29,88706,183,620+6,183,620
KLA CORP010,431+10,431015,358,709+15,358,709
RTX CORPORATION029,597+29,59705,709,261+5,709,261
WOODWARD INC013,382+13,38204,789,685+4,789,685
NISOURCE INC0109,782+109,78205,122,428+5,122,428
AMERICAN ELEC PWR CO INC48,60852,559+3,9515,604,9886,889,434+1,284,446
GOLDMAN SACHS ETF TR044,979+44,97902,236,806+2,236,806
BWX TECHNOLOGIES INC023,007+23,00704,704,701+4,704,701
ATMOS ENERGY CORP1,5618,196+6,635261,6701,513,965+1,252,295
EMCOR GROUP INC03,732+3,73202,755,373+2,755,373
JAZZ PHARMACEUTICALS PLC049,352+49,35209,329,996+9,329,996
DTE ENERGY CO029,423+29,42304,302,231+4,302,231
DELL TECHNOLOGIES INC034,610+34,61005,680,539+5,680,539
CONSTELLATION ENERGY CORP031,249+31,24908,726,283+8,726,283
GILEAD SCIENCES INC027,272+27,27203,800,899+3,800,899
GE AEROSPACE045,998+45,998013,052,852+13,052,852
VERIZON COMMUNICATIONS INC082,086+82,08604,120,717+4,120,717
SYNDAX PHARMACEUTICALS INC0214,807+214,80705,017,892+5,017,892
REX AMERICAN RES CORP045,999+45,99902,096,174+2,096,174
PUTNAM MANAGED MUN INCOME TR01,214,019+1,214,01907,466,217+7,466,217
WILLIAMS COS INC080,865+80,86505,885,355+5,885,355
MOOG INC09,639+9,63902,820,757+2,820,757
ISHARES TR0289,624+289,624012,326,398+12,326,398
DENISON MINES CORP0794,105+794,10502,803,191+2,803,191
HUNTINGTON INGALLS INDS INC011,283+11,28304,286,412+4,286,412
PROLOGIS INC.028,899+28,89903,819,870+3,819,870
DUKE ENERGY CORP NEW040,276+40,27605,273,739+5,273,739
FLEXTRONICS INTL LTD036,304+36,30402,376,460+2,376,460
ROLLINS INC051,108+51,10802,729,678+2,729,678
CARPENTER TECHNOLOGY CORP03,835+3,83501,511,565+1,511,565
IES HOLDINGS INC02,834+2,83401,350,316+1,350,316
V2X INC058,479+58,47904,005,812+4,005,812
PHILIP MORRIS INTL INC036,773+36,77306,080,048+6,080,048
OCUGEN INC01,276,725+1,276,72502,310,872+2,310,872
ENTERGY CORP NEW021,118+21,11802,372,818+2,372,818
MICROCHIP TECHNOLOGY INC.017,755+17,75501,147,151+1,147,151
AECOM5,89417,305+11,411561,8751,467,810+905,935
CMS ENERGY CORP049,074+49,07403,807,161+3,807,161
Page 1 of 10