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Portfolio (Quarterly) Guide ↗

Tenon Financial LLC

· CIK 0002020781
13F Portfolio $237M AUM 49 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 19 Added 7 Reduced 6 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QXO QXO INC Industrials 15,930.0 $307K 0.13% $19.29 -10.7%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 1,700.0 $302K 0.13% NEW $177.75 -22.8%
43 RKLB ROCKET LAB CORP Industrials 4,000.0 $279K 0.12% NEW $69.76 +92.5%
44 BSV VANGUARD BD INDEX FDS 3,158.0 $249K 0.10% +41.0 +1.3% $78.82 -1.2%
45 IJR ISHARES TR 2,050.0 $246K 0.10% $120.19 +13.4%
46 AMAT APPLIED MATLS INC Technology 910.0 $234K 0.10% NEW $256.99 +66.3%
47 DIS DISNEY WALT CO Communication Services 1,942.0 $221K 0.09% -79.0 -3.9% $113.78 -9.0%
48 EMXC ISHARES INC 3,002.0 $218K 0.09% -1K -32.5% $72.68 +31.5%
49 FNDF SCHWAB STRATEGIC TR 4,608.0 $208K 0.09% NEW $45.21 +18.7%
Page 3 of 3  ·  49 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 41.8%
Healthcare 15.7%
Industrials 14.6%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 5.9%
Energy 2.2%