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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 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASHR DBX ETF TR 932,468.0 $34.2M 1.83% NEW $36.66 -7.1%
2 EUAD SPINNAKER ETF SERIES 427,481.0 $18.0M 0.96% NEW $42.18 +9.1%
3 ECL ECOLAB INC Basic Materials 62,460.0 $17.4M 0.93% NEW $278.61 +2.9%
4 FCX FREEPORT MCMORAN INC Basic Materials 266,275.0 $16.7M 0.90% NEW $62.89 +25.5%
5 ETN EATON CORP PLC Industrials 38,691.0 $16.5M 0.88% NEW $426.11 -3.1%
6 AMBA AMBARELLA INC Technology 159,123.0 $13.7M 0.73% NEW $85.80 -18.5%
7 COHR COHERENT CORP Technology 31,821.0 $12.6M 0.67% NEW $394.47 -27.9%
8 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 46,030.0 $12.5M 0.67% NEW $271.95 -17.3%
9 CL COLGATE PALMOLIVE CO Consumer Defensive 126,023.0 $11.6M 0.62% NEW $91.68 +0.0%
10 V VISA INC Financial Services 33,621.0 $11.5M 0.62% NEW $343.09 +11.5%
11 FANG DIAMONDBACK ENERGY INC Energy 64,326.0 $11.3M 0.60% NEW $175.78 +14.8%
12 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,150,678.0 $10.8M 0.58% NEW $9.39 +21.6%
13 VRSN VERISIGN INC Technology 37,770.0 $9.5M 0.51% NEW $251.56 +16.6%
14 NEE NEXTERA ENERGY INC Utilities 107,392.0 $9.4M 0.50% NEW $87.77 -4.3%
15 QCOM QUALCOMM INC Technology 49,512.0 $9.1M 0.49% NEW $184.79 -13.1%
16 FLNC FLUENCE ENERGY INC Utilities 460,003.0 $9.1M 0.49% NEW $19.88 -42.9%
17 MOD MODINE MFG CO Consumer Cyclical 33,135.0 $8.8M 0.47% NEW $267.02 -28.8%
18 CSX CSX CORP Industrials 178,492.0 $8.5M 0.45% NEW $47.53 +8.3%
19 ENTG ENTEGRIS INC Technology 44,869.0 $8.1M 0.43% NEW $179.86 -22.3%
20 WOLF WOLFSPEED INC Technology 138,888.0 $6.7M 0.36% NEW $48.25 -47.6%
Page 1 of 2  ·  24 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%