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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHV SCHWAB STRATEGIC TR 1,903.0 $66K 0.03% -2K -50.4% $34.81 +0.0%
82 CMS CMS ENERGY CORP Utilities 800.0 $61K 0.02% $76.50 -10.5%
83 SGVT SCHWAB STRATEGIC TR 599.0 $60K 0.02% $100.74 -0.2%
84 CL COLGATE PALMOLIVE CO Consumer Defensive 655.0 $60K 0.02% $91.68 -3.2%
85 CALF PACER FDS TR 1,062.0 $54K 0.02% NEW $50.61 +13.5%
86 NTAP NETAPP INC Technology 343.0 $53K 0.02% $154.76 +19.9%
87 GLW CORNING INC Technology 200.0 $51K 0.02% $255.43 -39.6%
88 AFL AFLAC INC Financial Services 400.0 $47K 0.02% $117.25 -0.0%
89 DTE DTE ENERGY CO Utilities 300.0 $46K 0.02% $152.37 -10.7%
90 ITOT ISHARES TR 275.0 $45K 0.02% +21.0 +8.3% $164.27 +2.7%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 721.0 $42K 0.02% -182.0 -20.2% $57.62 +16.0%
92 CEG CONSTELLATION ENERGY CORP Utilities 160.0 $40K 0.01% $248.38 +20.4%
93 IBDR ISHARES TR 1,612.0 $39K 0.01% +32.0 +2.0% $24.23 -0.2%
94 AZO AUTOZONE INC Consumer Cyclical 12.0 $38K 0.01% $3196.00 -6.7%
95 JNJ JOHNSON & JOHNSON Healthcare 150.0 $38K 0.01% $253.97 +8.4%
96 DOW DOW HLDGS INC Basic Materials 1,348.0 $37K 0.01% -403.0 -23.0% $27.36 +7.6%
97 GOOG ALPHABET INC 100.0 $35K 0.01% $353.33
98 COWZ PACER FDS TR 500.0 $31K 0.01% NEW $62.20 +14.6%
99 MA MASTERCARD INCORPORATED Financial Services 54.0 $28K 0.01% $513.61 +12.8%
100 PFE PFIZER INC Healthcare 1,127.0 $27K 0.01% -168.0 -13.0% $24.08 +18.1%
Page 5 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%