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Portfolio (Quarterly) Guide ↗

Farrell Financial LLC

· CIK 0002031235
13F Portfolio $185M AUM 83 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 35 Added 24 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 997.0 $297K 0.16% NEW $297.89 -27.3%
2 AVGO BROADCOM INC Technology 767.0 $290K 0.16% NEW $377.76 -2.4%
3 CSCO CISCO SYS INC Technology 2,011.0 $236K 0.13% NEW $117.43 -6.4%
4 IJR ISHARES TR 1,590.0 $236K 0.13% NEW $148.27 -1.8%
5 IJH ISHARES TR 2,955.0 $228K 0.12% NEW $77.12 -1.8%
6 GLW CORNING INC Technology 865.0 $221K 0.12% NEW $255.52 -41.7%
7 VIGI VANGUARD WHITEHALL FDS 2,272.0 $212K 0.12% NEW $93.37 +5.6%
8 DVY ISHARES TR 1,292.0 $202K 0.11% NEW $156.33 +4.8%

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 52.1%
Financial Services 31.5%
Consumer Cyclical 8.9%
Healthcare 3.0%
Consumer Defensive 1.9%
Energy 1.6%
Industrials 0.9%