Portfolio (Quarterly) Guide ↗

Tenon Financial LLC

· CIK 0002020781

13F Portfolio $311M AUM 61 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 15 New 30 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPGI	S&P GLOBAL INC	Financial Services	928	$485K	0.20%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,700	$302K	0.13%	SOLD
3	DIS	DISNEY WALT CO	Communication Services	1,942	$221K	0.09%	SOLD

Sector Allocation

Technology 40.9%

Healthcare 17.6%

Industrials 15.1%

Financial Services 9.9%

Consumer Cyclical 9.2%

Communication Services 5.0%

Energy 2.3%