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Portfolio (Quarterly) Guide ↗

Robbins Farley

· CIK 0001847820
13F Portfolio $226M AUM 143 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 46 Added 19 Reduced 9 Exited
Page 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISHARES TR 912.0 $20K 0.01% $21.84
102 ISHARES TR 1,007.0 $20K 0.01% $19.72
103 WTRG ESSENTIAL UTILS INC Utilities 375.0 $15K 0.01% $40.27 -7.8%
104 PNQI INVESCO EXCHANGE TRADED FD T 304.0 $14K 0.01% -2K -84.0% $44.73 +8.2%
105 SCHX SCHWAB STRATEGIC TR 503.0 $13K 0.01% -3K -86.5% $25.64 +15.1%
106 MAR MARRIOTT INTL INC NEW Consumer Cyclical 38.0 $12K 0.01% $327.08 +18.0%
107 BAC BANK AMERICA CORP Financial Services 250.0 $12K 0.01% -150.0 -37.5% $48.75 +4.8%
108 DVY ISHARES TR 75.0 $11K 0.01% $151.41 +2.6%
109 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 1,000.0 $10K 0.01% $10.17 +1.7%
110 ENTG ENTEGRIS INC Technology 42.0 $5K 0.00% $117.26 +19.4%
111 GAMESTOP CORP 156.0 $4K 0.00% $23.04
112 IT GARTNER INC Technology 20.0 $3K 0.00% $158.35 +1.0%
113 DE DEERE & CO Industrials 5.0 $3K 0.00% $563.40 -6.0%
114 CCL CARNIVAL CORP Consumer Cyclical 100.0 $3K 0.00% $25.88 +8.1%
115 ESGU ISHARES TR 16.0 $2K 0.00% $141.44 +15.7%
116 SCHG SCHWAB STRATEGIC TR 70.0 $2K 0.00% $29.14 +18.6%
117 SCHB SCHWAB STRATEGIC TR 53.0 $1K 0.00% NEW $25.11 +15.2%
118 VO VANGUARD INDEX FDS 4.0 $1K 0.00% $287.25 -72.7%
119 RBLX ROBLOX CORP Technology 20.0 $1K 0.00% $56.60 -19.4%
120 HSY HERSHEY CO Consumer Defensive 5.0 $1K $208.00 -4.9%
Page 6 of 8  ·  143 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 24.8%
Industrials 14.8%
Consumer Cyclical 14.3%
Financial Services 10.0%
Communication Services 9.3%
Utilities 7.8%
Healthcare 6.0%
Basic Materials 6.0%
Consumer Defensive 5.4%
Real Estate 1.3%