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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 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWR ISHARES TR 2,608.0 $288K 0.11% NEW $110.32 +1.4%
62 XOM EXXON MOBIL CORP Energy 1,969.0 $269K 0.10% $136.72 +16.6%
63 ADSK AUTODESK INC Technology 1,313.0 $255K 0.10% +905.0 +221.8% $194.42 +12.1%
64 LRCX LAM RESEARCH CORP Technology 500.0 $217K 0.08% $433.33 -29.0%
65 VEA VANGUARD TAX-MANAGED FDS 2,897.0 $206K 0.08% NEW $71.25 +3.5%
66 IBDV ISHARES TR 9,150.0 $199K 0.08% NEW $21.80 -1.5%
67 CVS CVS HEALTH CORP Healthcare 1,800.0 $186K 0.07% -200.0 -10.0% $103.45 -6.5%
68 SPYM SPDR SERIES TRUST 1,717.0 $151K 0.06% NEW $87.88 +3.2%
69 VPU VANGUARD WORLD FD 740.0 $145K 0.06% +78.0 +11.8% $195.73 -4.8%
70 SPY STATE STR SPDR S&P 500 ETF T Financial Services 171.0 $128K 0.05% +6.0 +3.6% $746.77 +3.1%
71 VWO VANGUARD INTL EQUITY INDEX F 2,004.0 $120K 0.05% NEW $59.69 +2.9%
72 JPM JPMORGAN CHASE & CO Financial Services 348.0 $114K 0.04% +3.0 +0.9% $327.33 +9.6%
73 ES EVERSOURCE ENERGY Utilities 1,569.0 $113K 0.04% $72.27 -1.7%
74 PGX INVESCO EXCH TRADED FD TR II 9,402.0 $102K 0.04% +263.0 +2.9% $10.84 -3.2%
75 CSCO CISCO SYS INC Technology 835.0 $98K 0.04% -151.0 -15.3% $117.46 -7.0%
76 IWM ISHARES TR 308.0 $93K 0.04% NEW $300.45 -1.5%
77 QQQM INVESCO EXCH TRADED FD TR II 280.0 $85K 0.03% +60.0 +27.3% $302.98 -2.3%
78 ENTERGY CORP NEW 700.0 $80K 0.03% $114.86
79 CWB SPDR SERIES TRUST 651.0 $70K 0.03% -66.0 -9.2% $107.82 -4.5%
80 WEC WEC ENERGY GROUP INC Utilities 584.0 $68K 0.03% $116.77 -9.3%
Page 4 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%