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Portfolio (Quarterly) Guide ↗

Robbins Farley

· CIK 0001847820
13F Portfolio $260M AUM 157 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 54 Added 25 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 102.0 $12K 0.01% -5K -97.8% $116.68 +49.4%
22 TDY TELEDYNE TECHNOLOGIES INC Technology 17.0 $11K 0.00% -17.0 -50.0% $666.94 -8.4%
23 PNQI INVESCO EXCHANGE TRADED FD T 238.0 $11K 0.00% -66.0 -21.7% $45.58 +14.4%
24 SCHX SCHWAB STRATEGIC TR 277.0 $8K 0.00% -226.0 -44.9% $29.43 +3.1%
25 BSX BOSTON SCIENTIFIC CORP Healthcare 186.0 $8K 0.00% -44K -99.6% $42.68 +12.0%
Page 2 of 2  ·  25 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 27.3%
Industrials 15.2%
Consumer Cyclical 12.6%
Financial Services 10.5%
Communication Services 8.2%
Utilities 7.4%
Consumer Defensive 7.4%
Basic Materials 6.2%
Healthcare 4.0%
Real Estate 1.0%