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Portfolio (Quarterly) Guide ↗

FORONJY FINANCIAL LLC

· CIK 0002040600
13F Portfolio $272M AUM 108 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 108 New
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLG INVESCO EXCHANGE TRADED FD T 60,882.0 $3.7M 1.37% NEW $61.23 +3.0%
22 XLE SELECT SECTOR SPDR TR 64,330.0 $3.4M 1.25% NEW $53.11 +20.6%
23 FBND FIDELITY MERRIMACK STR TR 59,415.0 $2.7M 0.99% NEW $45.49 -1.7%
24 MUB ISHARES TR 22,257.0 $2.4M 0.88% NEW $107.62 -3.3%
25 TFI SPDR SERIES TRUST 50,950.0 $2.3M 0.86% NEW $45.80 -3.5%
26 PAVE GLOBAL X FDS 38,136.0 $2.2M 0.83% NEW $58.92 -6.4%
27 XLU SELECT SECTOR SPDR TR 47,647.0 $2.2M 0.79% NEW $45.34 -5.0%
28 SPDW SPDR INDEX SHS FDS 41,600.0 $2.1M 0.77% NEW $50.39 +3.8%
29 VLU SPDR SERIES TRUST 8,755.0 $2.1M 0.77% NEW $238.20 +4.8%
30 QQQ INVESCO QQQ TR Financial Services 2,809.0 $2.1M 0.76% NEW $736.36 -2.4%
31 IWP ISHARES TR 13,438.0 $2.0M 0.72% NEW $146.41 -4.6%
32 SPYM SPDR SERIES TRUST 22,376.0 $2.0M 0.72% NEW $87.88 +3.2%
33 SPYG SPDR SERIES TRUST 15,509.0 $1.8M 0.68% NEW $118.99 +2.3%
34 XLB SELECT SECTOR SPDR TR 31,776.0 $1.6M 0.59% NEW $50.83 +3.2%
35 GLDM WORLD GOLD TR Financial Services 19,778.0 $1.6M 0.58% NEW $79.42 +10.5%
36 DIA STATE STR SPDR DOW JONES IND Financial Services 2,958.0 $1.5M 0.57% NEW $522.34 +2.2%
37 SHM SPDR SERIES TRUST 26,504.0 $1.3M 0.47% NEW $47.97 -0.9%
38 XLRE SELECT SECTOR SPDR TR 26,837.0 $1.2M 0.43% NEW $44.03 -0.2%
39 AAPL APPLE INC Technology 4,012.0 $1.2M 0.43% NEW $289.33 +10.6%
40 SUB ISHARES TR 10,654.0 $1.1M 0.42% NEW $106.47 -0.5%
Page 2 of 6  ·  108 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
Financial Services 32.7%
Technology 29.8%
Industrials 11.0%
Healthcare 10.0%
Utilities 5.9%
Consumer Cyclical 5.4%
Communication Services 4.0%
Consumer Defensive 1.3%