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Portfolio (Quarterly) Guide ↗

Robinhood Asset Management, LLC

· CIK 0002067588
13F Portfolio $1.4B AUM 81 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 35 Added 21 Reduced 24 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM ISHARES TR 124,273.0 $30.8M 2.23% NEW $248.00 +17.1%
2 EMXC ISHARES INC 265,518.0 $20.9M 1.51% NEW $78.66 +27.1%
3 BKR BAKER HUGHES COMPANY Energy 219,744.0 $13.4M 0.97% NEW $61.05 +9.3%
4 MRVL MARVELL TECHNOLOGY INC Technology 119,252.0 $11.8M 0.86% NEW $99.05 +110.3%
5 LIN LINDE PLC Basic Materials 20,373.0 $10.1M 0.73% NEW $495.77 +3.9%
6 MRK MERCK & CO INC Healthcare 75,781.0 $9.1M 0.66% NEW $120.29 -0.4%
7 NFLX NETFLIX INC. Communication Services 91,980.0 $8.8M 0.64% NEW $96.15 -8.8%
8 GEV GE VERNOVA INC Utilities 9,439.0 $8.2M 0.60% NEW $872.88 +22.6%
9 GLW CORNING INC Technology 60,205.0 $8.2M 0.59% NEW $135.97 +44.3%
10 KLAC KLA CORP Technology 5,541.0 $8.2M 0.59% NEW $1472.34 +36.6%
11 NET CLOUDFLARE INC Technology 38,645.0 $8.0M 0.58% NEW $206.34 +5.4%
12 SBUX STARBUCKS CORP Consumer Cyclical 83,774.0 $7.5M 0.54% NEW $89.59 +13.2%
13 CGNX COGNEX CORP Technology 145,117.0 $7.1M 0.52% NEW $48.99 +39.5%
14 FLS FLOWSERVE CORP Industrials 91,683.0 $6.7M 0.49% NEW $73.51 -0.2%
15 LEIDOS HOLDINGS INC 43,264.0 $6.7M 0.49% NEW $155.52
16 CVX CHEVRON CORPORATION Energy 31,310.0 $6.5M 0.47% NEW $206.90 -10.7%
17 FLR FLUOR CORP Industrials 130,123.0 $6.1M 0.44% NEW $46.65 +0.5%
18 AA ALCOA CORP Basic Materials 89,106.0 $5.9M 0.43% NEW $66.33 +12.4%
19 ROK ROCKWELL AUTOMATION INC Industrials 16,124.0 $5.8M 0.42% NEW $358.88 +27.1%
20 LHX L3HARRIS TECHNOLOGIES INC Industrials 16,175.0 $5.6M 0.41% NEW $345.15 -9.2%
Page 1 of 2  ·  25 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 42.6%
Healthcare 15.8%
Consumer Cyclical 13.2%
Industrials 6.6%
Communication Services 6.2%
Energy 5.5%
Consumer Defensive 3.9%
Basic Materials 3.0%
Utilities 3.0%
Financial Services 0.2%