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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 837.0 $299K 0.11% NEW $357.43 -5.3%
82 PCG PG&E CORP Utilities 17,372.0 $292K 0.11% NEW $16.82 -15.0%
83 CDNS CADENCE DESIGN SYSTEM INC Technology 759.0 $285K 0.10% NEW $375.15 -22.0%
84 APH AMPHENOL CORP Technology 1,599.0 $282K 0.10% NEW $176.37 -53.1%
85 ONEQ FIDELITY COMWLTH TR 2,726.0 $281K 0.10% NEW $103.22 +1.2%
86 FDHY FIDELITY COVINGTON TRUST 5,687.0 $279K 0.10% NEW $49.03 -0.3%
87 FELV FIDELITY COVINGTON TRUST 6,887.0 $276K 0.10% NEW $40.09 +7.0%
88 MCK MCKESSON CORP Healthcare 357.0 $270K 0.10% NEW $756.21 +20.1%
89 CVBF CVB FINL CORP Financial Services 11,953.0 $270K 0.10% NEW $22.55 +0.3%
90 FVAL FIDELITY COVINGTON TRUST 3,456.0 $269K 0.10% NEW $77.93 +6.5%
91 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 271.0 $254K 0.09% NEW $935.93 -2.2%
92 PWZ INVESCO EXCH TRADED FD TR II 10,243.0 $251K 0.09% NEW $24.51 -4.2%
93 MU MICRON TECHNOLOGY INC Technology 217.0 $250K 0.09% NEW $1154.29 -11.9%
94 KLAC KLA CORP Technology 822.0 $248K 0.09% NEW $301.78 -38.5%
95 EQWL INVESCO EXCHANGE TRADED FD T 1,909.0 $246K 0.09% NEW $128.99 +4.2%
96 CASY CASEYS GEN STORES INC Consumer Cyclical 297.0 $236K 0.09% NEW $793.65 -4.7%
97 JBL JABIL INC Technology 607.0 $234K 0.09% NEW $385.79 -19.5%
98 SNPS SYNOPSYS INC Technology 522.0 $233K 0.09% NEW $446.45 -11.8%
99 PLTR PALANTIR TECHNOLOGIES INC Technology 1,984.0 $231K 0.09% NEW $116.67 +49.4%
100 VHT VANGUARD WORLD FD 771.0 $231K 0.09% NEW $299.17 +7.5%
Page 5 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%