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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 3 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLH ISHARES TR 26,207.0 $2.6M 1.01% +2K +9.1% $100.35 -3.7%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 9,016.0 $2.5M 0.97% +167.0 +1.9% $281.21 -16.5%
43 PANW PALO ALTO NETWORKS INC Technology 7,154.0 $2.4M 0.94% -3K -27.0% $341.02 -2.3%
44 SNA SNAP ON INC Industrials 5,878.0 $2.4M 0.91% +553.0 +10.4% $402.40 -4.8%
45 ECL ECOLAB INC Basic Materials 8,343.0 $2.3M 0.89% +1K +14.0% $278.61 +0.2%
46 DLR DIGITAL RLTY TR INC Real Estate 12,868.0 $2.3M 0.89% -1K -9.1% $179.58 +4.9%
47 EW EDWARDS LIFESCIENCES CORP Healthcare 25,269.0 $2.3M 0.88% +1K +4.1% $90.46 -0.6%
48 STT STATE STR CORP Financial Services 12,059.0 $2.0M 0.79% $169.60 +14.5%
49 HCA HCA HEALTHCARE INC Healthcare 4,368.0 $1.7M 0.65% +361.0 +9.0% $389.89 +3.9%
50 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 172,573.0 $1.5M 0.57% +7K +4.4% $8.56 -3.7%
51 WM WASTE MGMT INC DEL Industrials 5,218.0 $1.2M 0.45% +66.0 +1.3% $222.88 -1.7%
52 VOO VANGUARD INDEX FDS 1,473.0 $1.0M 0.39% +868.0 +143.5% $686.81 +3.1%
53 QCOM QUALCOMM INC Technology 4,246.0 $785K 0.30% -389.0 -8.4% $184.79 -8.7%
54 IBDT ISHARES TR 17,647.0 $446K 0.17% $25.25 -0.6%
55 IBDU ISHARES TR 18,607.0 $431K 0.17% $23.16 -1.0%
56 JHCB JOHN HANCOCK EXCHANGE TRADED 20,239.0 $429K 0.17% +959.0 +5.0% $21.21 -2.6%
57 SCHA SCHWAB STRATEGIC TR 9,675.0 $350K 0.13% +832.0 +9.4% $36.13 -4.4%
58 SCHM SCHWAB STRATEGIC TR 9,218.0 $340K 0.13% +683.0 +8.0% $36.87 -2.8%
59 PFF ISHARES TR 10,981.0 $335K 0.13% +266.0 +2.5% $30.49 -0.4%
60 TSLA TESLA INC Consumer Cyclical 733.0 $308K 0.12% -60.0 -7.6% $420.60 -15.8%
Page 3 of 8  ·  157 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%