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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 Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 206,582.0 $14.7M 4.74% -1K -0.6% $71.25 +1.2%
2 AAPL APPLE INC Technology 14,002.0 $4.1M 1.30% -390.0 -2.7% $289.37 +12.4%
3 TT TRANE TECHNOLOGIES PLC Industrials 2,947.0 $1.4M 0.47% -408.0 -12.2% $491.16 -10.4%
4 IVV ISHARES TR 1,457.0 $1.1M 0.35% -184.0 -11.2% $748.75 +2.2%
5 TYL TYLER TECHNOLOGIES INC Technology 1,492.0 $436K 0.14% -157.0 -9.5% $292.46 +28.7%
6 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.07% -2K -50.0% $101.65 -38.5%

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 40.9%
Healthcare 17.6%
Industrials 15.1%
Financial Services 9.9%
Consumer Cyclical 9.2%
Communication Services 5.0%
Energy 2.3%