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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 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WPC WP CAREY INC Real Estate 345.0 $25K 0.01% $71.50 -1.6%
102 ISHARES TR 884.0 $20K 0.01% $22.89
103 ISHARES TR 904.0 $20K 0.01% $22.37
104 ISHARES TR 912.0 $20K 0.01% $22.14
105 ISHARES TR 912.0 $20K 0.01% $21.65
106 ISHARES TR 1,007.0 $20K 0.01% $19.54
107 ACN ACCENTURE PLC IRELAND Technology 155.0 $19K 0.01% $124.45 +50.0%
108 CVX CHEVRON CORPORATION Energy 100.0 $17K 0.01% $165.76 +25.8%
109 VTEB VANGUARD MUN BD FDS 314.0 $16K 0.01% NEW $50.58 -3.4%
110 WTRG ESSENTIAL UTILS INC Utilities 375.0 $14K 0.01% $38.31 +8.8%
111 BAC BANK OF AMER CORP Financial Services 250.0 $14K 0.01% $56.98 +10.0%
112 MAR MARRIOTT INTL INC NEW Consumer Cyclical 38.0 $14K 0.01% $370.61 -9.2%
113 MTB M & T BK CORP Financial Services 56.0 $13K 0.01% NEW $238.02 +0.8%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 102.0 $12K 0.01% -5K -97.8% $116.68 +49.4%
115 DVY ISHARES TR 75.0 $12K 0.01% $156.31 +5.1%
116 TDY TELEDYNE TECHNOLOGIES INC Technology 17.0 $11K 0.00% -17.0 -50.0% $666.94 -8.4%
117 PNQI INVESCO EXCHANGE TRADED FD T 238.0 $11K 0.00% -66.0 -21.7% $45.58 +14.4%
118 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 1,000.0 $10K 0.00% $10.30 -2.6%
119 SCHX SCHWAB STRATEGIC TR 277.0 $8K 0.00% -226.0 -44.9% $29.43 +3.1%
120 BSX BOSTON SCIENTIFIC CORP Healthcare 186.0 $8K 0.00% -44K -99.6% $42.68 +12.0%
Page 6 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%