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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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBIT ISHARES BITCOIN TRUST ETF Financial Services 23.0 $884.0 +14.0 +155.6% $38.43 +10.4%
122 KO COCA COLA CO Consumer Defensive 10.0 $761.0 $76.10 +7.3%
123 GM GENERAL MTRS CO Consumer Cyclical 10.0 $745.0 $74.50 +12.9%
124 PG PROCTER & GAMBLE CO Consumer Defensive 5.0 $723.0 $144.60 +2.0%
125 DFTX DEFINIUM THERAPEUTICS INC Healthcare 28.0 $530.0 NEW $18.93 +24.3%
126 BUG GLOBAL X FDS 20.0 $503.0 $25.15 +30.4%
127 HAS HASBRO INC Consumer Cyclical 5.0 $468.0 $93.60 -6.0%
128 UNILEVER PLC 8.0 $456.0 $57.00
129 KHC KRAFT HEINZ CO Consumer Defensive 20.0 $450.0 $22.50 +8.4%
130 BIDU BAIDU INC Communication Services 4.0 $446.0 $111.50 +16.5%
131 T AT&T INC Communication Services 10.0 $290.0 $29.00 -14.1%
132 GE GE AEROSPACE Industrials 1.0 $284.0 $284.00 +11.7%
133 NKE NIKE INC Consumer Cyclical 5.0 $265.0 $53.00 -13.2%
134 F FORD MTR CO Consumer Cyclical 20.0 $231.0 $11.55 +37.5%
135 GIS GENERAL MILLS INC Consumer Defensive 5.0 $187.0 $37.40 -10.0%
136 CRSP CRISPR THERAPEUTICS AG Healthcare 3.0 $143.0 $47.67 +12.3%
137 SPYI NEOS ETF TRUST 2.0 $99.0 $49.50 +8.4%
138 BB BLACKBERRY LTD Technology 25.0 $81.0 $3.24 +167.6%
139 GAMESTOP CORP NEW 15.0 $58.0 $3.87
140 NANC TIDAL TRUST I 1.0 $43.0 $43.00 +14.8%
Page 7 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%