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Portfolio (Quarterly) Guide ↗

FNY Investment Advisers, LLC

· CIK 0001742998
13F Portfolio $278M AUM 989 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 148 Added 199 Reduced 262 Exited
Page 4 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 18,767.0 $1.2M 0.41% $61.44 -2.5%
62 PYPL PAYPAL HOLDINGS ORD Financial Services 26,500.0 $1.1M 0.41% -4K -14.0% $43.17 +40.0%
63 IMDX INSIGHT MOLECULAR DIAGNOSTICS ORD Healthcare 182,561.0 $1.1M 0.39% -65K -26.2% $5.90 -27.5%
64 IMSR TERRESTRIAL ENERGY ORD Energy 151,650.0 $1.1M 0.39% +85K +129.2% $7.08 -22.1%
65 KO COCA-COLA ORD Consumer Defensive 13,200.0 $1.1M 0.39% -2K -10.4% $81.21 +9.4%
66 AZUL S A SPONSORED 144A BRA 144A ADR 117,647.0 $1.1M 0.38% NEW $9.09
67 COPX GLOBAL X COPPER MINERS ETF 13,900.0 $1.1M 0.38% -106K -88.4% $76.91 +11.3%
68 MURATA MANUFACTURING ADR (PNK) 29,400.0 $1.1M 0.38% NEW $36.19
69 TD TORONTO DOMINION ORD Financial Services 8,600.0 $1.0M 0.38% -200.0 -2.3% $121.40 +0.5%
70 MSFT MICROSOFT ORD Technology 2,790.0 $1.0M 0.37% +1K +80.0% $372.76 +29.2%
71 RAMACO RESOURCES CL A ORD 78,248.0 $1.0M 0.37% +35K +82.0% $13.23
72 EMBJ EMBRAER ADR REP FOUR ORD Industrials 16,200.0 $1.0M 0.37% NEW $63.77 +20.9%
73 PANW PALO ALTO NETWORKS ORD Technology 3,020.0 $1.0M 0.37% -7K -70.0% $340.73 +9.8%
74 ELME ORD 687,800.0 $1.0M 0.37% -87K -11.3% $1.48
75 IWM ISHARES RUSSELL 2000 ETF 3,375.0 $1.0M 0.36% NEW $300.44 -0.1%
76 ABVX ABIVAX SA ADR Healthcare 7,605.0 $1.0M 0.36% +549.0 +7.8% $133.20 -10.7%
77 QXO QXO ORD Industrials 58,615.0 $1.0M 0.36% +58K +10000.0% $17.27 -21.8%
78 B BARRICK MINING ORD Basic Materials 27,220.0 $999K 0.36% -10K -25.9% $36.70 +14.7%
79 CSCO CISCO SYSTEMS ORD Technology 8,500.0 $998K 0.36% NEW $117.41 -4.9%
80 UNH UNITEDHEALTH GRP ORD Healthcare 2,400.0 $997K 0.36% +2K +2300.0% $415.42 -5.2%
Page 4 of 50  ·  981 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 32.1%
Healthcare 16.0%
Financial Services 11.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Utilities 5.8%
Basic Materials 5.3%
Consumer Defensive 5.2%
Communication Services 4.1%
Energy 2.6%