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Portfolio (Quarterly) Guide ↗

Robbins Farley

· CIK 0001847820
13F Portfolio $221M AUM 146 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 146 New
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EW EDWARDS LIFESCIENCES CORP Healthcare 24,249.0 $2.1M 0.94% NEW $85.25 +1.6%
42 TLH ISHARES TR 20,285.0 $2.1M 0.94% NEW $101.67 -2.2%
43 SNA SNAP ON INC Industrials 5,731.0 $2.0M 0.90% NEW $344.60 +7.2%
44 ECL ECOLAB INC Basic Materials 7,320.0 $1.9M 0.87% NEW $262.52 -1.1%
45 HCA HCA HEALTHCARE INC Healthcare 4,017.0 $1.9M 0.85% NEW $466.86 -16.4%
46 PANW PALO ALTO NETWORKS INC Technology 9,520.0 $1.8M 0.80% NEW $184.20 +37.7%
47 STT STATE STR CORP Financial Services 9,907.0 $1.3M 0.58% NEW $129.01 +21.8%
48 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 140,640.0 $1.3M 0.57% NEW $8.90 -3.2%
49 WM WASTE MGMT INC DEL Industrials 5,074.0 $1.1M 0.51% NEW $219.71 -1.4%
50 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,156.0 $886K 0.40% NEW $143.89 +49.3%
51 PLTR PALANTIR TECHNOLOGIES INC Technology 4,549.0 $809K 0.37% NEW $177.75 -22.3%
52 QCOM QUALCOMM INC Technology 4,635.0 $793K 0.36% NEW $171.05 +37.7%
53 IBDT ISHARES TR 16,031.0 $408K 0.18% NEW $25.46 -0.7%
54 VOO VANGUARD INDEX FDS 642.0 $403K 0.18% NEW $627.13 +10.0%
55 IBDU ISHARES TR 16,443.0 $385K 0.17% NEW $23.41 -1.0%
56 TSLA TESLA INC Consumer Cyclical 793.0 $357K 0.16% NEW $449.72 -2.0%
57 JHCB JOHN HANCOCK EXCHANGE TRADED 15,665.0 $337K 0.15% NEW $21.51 -1.5%
58 PFF ISHARES TR 10,677.0 $331K 0.15% NEW $30.96 +1.3%
59 SCHM SCHWAB STRATEGIC TR 7,935.0 $239K 0.11% NEW $30.07 +16.2%
60 XOM EXXON MOBIL CORP Energy 1,969.0 $237K 0.11% NEW $120.34 +24.1%
Page 3 of 8  ·  146 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 27.4%
Consumer Cyclical 15.8%
Industrials 14.4%
Financial Services 10.7%
Communication Services 9.3%
Utilities 7.0%
Basic Materials 6.3%
Healthcare 4.3%
Consumer Defensive 3.5%
Real Estate 1.1%