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Portfolio (Quarterly) Guide ↗

Tenzing Financial LLC

· CIK 0002111360
13F Portfolio $146M AUM 84 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 34 Added 20 Reduced
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 313,229.0 $17.8M 12.21% +6K +1.8% $56.75 +1.8%
2 IDEV ISHARES TR 140,394.0 $12.7M 8.72% +837.0 +0.6% $90.46 +2.7%
3 MNBD ALPS ETF TR 146,363.0 $3.8M 2.63% +24K +19.1% $26.12 -2.1%
4 XLU SELECT SECTOR SPDR TR 68,063.0 $3.1M 2.12% +537.0 +0.8% $45.30 -5.7%
5 AAPL APPLE INC Technology 9,802.0 $3.1M 2.10% +339.0 +3.6% $312.67 +2.2%
6 MUB ISHARES TR 25,263.0 $2.7M 1.87% +3K +15.6% $107.57 -2.2%
7 NVDA NVIDIA CORPORATION Technology 12,181.0 $2.4M 1.64% +1K +12.6% $195.55 +11.3%
8 GOOGL ALPHABET INC Communication Services 4,395.0 $1.6M 1.11% +28.0 +0.6% $366.46 -5.4%
9 LLY ELI LILLY & CO Healthcare 1,288.0 $1.5M 1.06% +27.0 +2.1% $1199.88 -2.3%
10 FLHY FRANKLIN TEMPLETON ETF TR 58,633.0 $1.4M 0.97% +1K +2.4% $24.21 -0.1%
11 VO VANGUARD INDEX FDS 15,457.0 $1.3M 0.86% +12K +303.2% $80.91 +2.0%
12 AMZN AMAZON COM INC Consumer Cyclical 4,860.0 $1.2M 0.81% +366.0 +8.1% $244.16 +9.1%
13 GOOG ALPHABET INC 2,886.0 $1.1M 0.72% +58.0 +2.0% $364.94
14 AVGO BROADCOM INC Technology 2,666.0 $997K 0.69% +30.0 +1.1% $373.91 -1.4%
15 MU MICRON TECHNOLOGY INC Technology 908.0 $894K 0.61% +6.0 +0.7% $984.94 -5.3%
16 META META PLATFORMS INC Communication Services 1,210.0 $726K 0.50% +16.0 +1.3% $600.36 -3.7%
17 JPM JPMORGAN CHASE & CO Financial Services 2,135.0 $721K 0.49% +114.0 +5.6% $337.74 +5.9%
18 XLV SELECT SECTOR SPDR TR 4,368.0 $708K 0.49% +241.0 +5.8% $161.97 +5.7%
19 TSLA TESLA INC Consumer Cyclical 1,564.0 $657K 0.45% +20.0 +1.3% $419.77 -16.9%
20 HYMB SPDR SERIES TRUST 25,399.0 $644K 0.44% +4K +16.1% $25.35 -2.2%
Page 1 of 2  ·  34 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 49.1%
Financial Services 11.4%
Communication Services 9.8%
Healthcare 8.9%
Consumer Cyclical 7.7%
Industrials 6.6%
Consumer Defensive 3.5%
Energy 1.5%
Utilities 1.4%