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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
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWB ISHARES TR 966.0 $396K 0.13% $409.50 +1.7%
42 IJR ISHARES TR 2,533.0 $376K 0.12% +483.0 +23.6% $148.29 -3.6%
43 XLK SELECT SECTOR SPDR TR 1,888.0 $360K 0.12% NEW $190.47 -3.6%
44 HCA HCA HEALTHCARE INC Healthcare 891.0 $347K 0.11% $389.89 +6.1%
45 GOOG ALPHABET INC 895.0 $316K 0.10% NEW $353.33
46 EMXC ISHARES INC 3,007.0 $308K 0.10% $102.31 -4.2%
47 VBR VANGUARD INDEX FDS 1,246.0 $303K 0.10% NEW $242.99 +0.3%
48 JNJ JOHNSON & JOHNSON Healthcare 1,119.0 $284K 0.09% NEW $253.93 +6.8%
49 FNDF SCHWAB STRATEGIC TR 5,363.0 $283K 0.09% +755.0 +16.4% $52.76 +4.8%
50 QXO QXO INC Industrials 15,930.0 $275K 0.09% $17.28 -25.5%
51 VO VANGUARD INDEX FDS 3,356.0 $270K 0.09% NEW $80.57 +0.9%
52 IJH ISHARES TR 3,360.0 $259K 0.08% NEW $77.12 -3.3%
53 BSV VANGUARD BD INDEX FDS 3,214.0 $250K 0.08% +56.0 +1.8% $77.91 -1.0%
54 VGT VANGUARD WORLD FD 2,016.0 $241K 0.08% NEW $119.52 -0.5%
55 S&P GLOBAL INC 546.0 $222K 0.07% NEW $407.26
56 AVGO BROADCOM INC Technology 581.0 $220K 0.07% NEW $378.03 -2.2%
57 PANW PALO ALTO NETWORKS INC Technology 628.0 $214K 0.07% NEW $341.02 +6.2%
58 JPM JPMORGAN CHASE & CO Financial Services 636.0 $208K 0.07% NEW $327.09 +8.5%
59 MRK MERCK & CO INC Healthcare 1,598.0 $205K 0.07% NEW $128.50 +16.7%
60 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.07% -2K -50.0% $101.65 -38.5%
Page 3 of 4  ·  61 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 40.9%
Healthcare 17.6%
Industrials 15.1%
Financial Services 9.9%
Consumer Cyclical 9.2%
Communication Services 5.0%
Energy 2.3%