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Portfolio (Quarterly) Guide ↗

Brooklyn FI, LLC

· CIK 0001916123
13F Portfolio $547M AUM 434 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 434 New
Page 22 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AYALA PHARMACEUTICALSXXX POSS FUTURE ESCROW DIS EFF: 9.0 NEW
422 ARCIMOTO INC 5.0 NEW
423 CONSTELLATION SOF 40 WTF WARRANTS EXP 03/31/40 180.0 NEW
424 DELIAS INC XXX REGISTRATION REVOKED BY THE SEC EFF: 04/17/19 1,930.0 NEW
425 Education Holdings 1 Inc Com D Elisted 5,000.0 NEW
426 ESSA PHARMA INC XXX PEND POSSIBLE FUTURE PAY EFF: 10/10/2025 394.0 NEW
427 LIGHT MANAGEMENT GP 100.0 NEW
428 META MATLS INC 1.0 NEW
429 MINERCO INC 300.0 NEW
430 MONOGRAM TECHNOLOGIES IN 500.0 NEW
431 NEXT BRIDGE HYDROCARBONS 100.0 NEW
432 SEARS ROEBUCK AC 7.4PCTPFD DUE 02/01/43 SUBJ TO XTRO REDEMPTION 67.0 NEW
433 CONTRA WALGREENS BOOTSDAP RIGHTS COMMON STOCK 120.0 NEW
434 ARRIVAL ORDF 150.0 NEW
Page 22 of 22  ·  434 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
Communication Services 29.6%
Technology 28.5%
Financial Services 21.3%
Consumer Cyclical 6.8%
Energy 6.6%
Healthcare 4.3%
Consumer Defensive 1.7%
Industrials 0.7%
Utilities 0.3%
Basic Materials 0.3%