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Portfolio (Quarterly) Guide ↗

Robinhood Asset Management, LLC

· CIK 0002067588
13F Portfolio $1.9B AUM 83 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 45 Added 14 Reduced 22 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 597,470.0 $447.4M 23.94% +143K +31.4% $748.89 +2.6%
2 SGOV ISHARES TR 2,899,608.0 $291.9M 15.62% +594K +25.7% $100.67 -0.0%
3 SUB ISHARES TR 901,267.0 $96.0M 5.13% +146K +19.3% $106.47 -0.1%
4 DXJ WISDOMTREE TR 317,194.0 $55.0M 2.94% +49K +18.1% $173.52 +2.7%
5 NVDA NVIDIA CORPORATION Technology 259,270.0 $51.9M 2.78% +108K +71.5% $200.09 +5.2%
6 MSFT MICROSOFT CORP Technology 132,199.0 $49.3M 2.64% +16K +14.2% $373.02 +31.2%
7 IWM ISHARES TR 142,822.0 $42.9M 2.30% +19K +14.9% $300.45 -0.5%
8 AAPL APPLE INC Technology 122,289.0 $35.4M 1.89% +25K +25.4% $289.36 +6.9%
9 XAR SPDR SERIES TRUST 117,413.0 $33.3M 1.78% +19K +19.6% $283.79 -6.5%
10 GOOG ALPHABET INC 86,474.0 $30.6M 1.64% +3K +4.0% $353.33
11 REMX VANECK ETF TRUST 262,740.0 $23.3M 1.24% +58K +28.4% $88.50 -11.0%
12 KLAC KLA CORP Technology 63,981.0 $19.3M 1.03% +58K +1054.7% $301.71 -39.7%
13 BND VANGUARD BD INDEX FDS 246,459.0 $18.1M 0.97% +59K +31.8% $73.41 -1.1%
14 CGNX COGNEX CORP Technology 227,296.0 $16.5M 0.88% +82K +56.6% $72.42 -17.7%
15 BKR BAKER HUGHES COMPANY Energy 265,686.0 $14.7M 0.79% +46K +20.9% $55.50 +13.1%
16 CVX CHEVRON CORPORATION Energy 82,674.0 $13.7M 0.73% +51K +164.1% $165.76 +21.6%
17 FLS FLOWSERVE CORP Industrials 183,582.0 $13.6M 0.73% +92K +100.2% $74.16 +9.0%
18 UBER UBER TECHNOLOGIES INC Technology 185,448.0 $13.4M 0.72% +48K +34.7% $72.16 +10.1%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 14,185.0 $13.3M 0.71% +6K +66.8% $935.49 +3.1%
20 NET CLOUDFLARE INC Technology 53,195.0 $13.0M 0.70% +15K +37.6% $245.28 +14.1%
Page 1 of 3  ·  45 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 47.1%
Healthcare 12.2%
Basic Materials 10.0%
Consumer Cyclical 7.5%
Industrials 7.0%
Energy 5.5%
Utilities 4.1%
Consumer Defensive 3.4%
Financial Services 1.8%
Communication Services 1.3%