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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNILEVER PLC 8.0 $481.0 $60.12
142 KHC KRAFT HEINZ CO Consumer Defensive 20.0 $473.0 $23.65 +5.1%
143 BIDU BAIDU INC Communication Services 4.0 $458.0 $114.50 -13.1%
144 HAS HASBRO INC Consumer Cyclical 5.0 $413.0 $82.60 +12.0%
145 GE GE AEROSPACE Industrials 1.0 $374.0 $374.00 -9.9%
146 BB BLACKBERRY LTD Technology 25.0 $317.0 $12.68 -39.3%
147 F FORD MTR CO Consumer Cyclical 20.0 $278.0 $13.90 +5.2%
148 T AT&T INC Communication Services 10.0 $207.0 $20.70 +24.0%
149 NKE NIKE INC Consumer Cyclical 5.0 $206.0 $41.20 -6.8%
150 GIS GENERAL MILLS INC Consumer Defensive 5.0 $174.0 $34.80 +10.0%
151 SPYI NEOS ETF TRUST 3.0 $164.0 +1.0 +50.0% $54.67 -1.5%
152 CRSP CRISPR THERAPEUTICS AG Healthcare 3.0 $164.0 $54.67 +2.1%
153 NANC TIDAL TRUST I 1.0 $51.0 $51.00 +1.8%
154 GOP TIDAL TRUST I 1.0 $45.0 $45.00 -0.8%
155 GAMESTOP CORP NEW 15.0 $42.0 $2.80
156 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 2.0 $35.0 $17.50 +10.4%
157 STEX STREAMEX CORP Financial Services 8.0 $7.0 $0.88 -18.3%
Page 8 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%