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Portfolio (Quarterly) Guide ↗

Tenzing Financial LLC

· CIK 0002111360
13F Portfolio $133M AUM 70 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 9,463.0 $2.5M 1.84% -70.0 -0.7% $259.21 +17.7%
2 NVDA NVIDIA CORPORATION Technology 10,822.0 $2.0M 1.54% -1K -11.0% $189.30 +16.0%
3 MSFT MICROSOFT CORP Technology 4,260.0 $1.6M 1.23% -379.0 -8.2% $384.33 +9.0%
4 VV VANGUARD INDEX FDS 3,836.0 $1.2M 0.91% -355.0 -8.5% $315.33 +8.3%
5 VO VANGUARD INDEX FDS 3,834.0 $1.1M 0.86% -194.0 -4.8% $299.94 -74.2%
6 AMZN AMAZON COM INC Consumer Cyclical 4,494.0 $1.1M 0.81% -653.0 -12.7% $239.89 +11.9%
7 AVGO BROADCOM INC Technology 2,636.0 $1.0M 0.75% -37.0 -1.4% $379.76 +9.2%
8 META META PLATFORMS INC Communication Services 1,194.0 $758K 0.57% -11.0 -0.9% $634.59 -4.3%
9 JPM JPMORGAN CHASE & CO Financial Services 2,021.0 $634K 0.48% -14.0 -0.7% $313.65 -3.4%
10 IGV ISHARES TR 5,007.0 $394K 0.30% -114.0 -2.2% $78.70 +17.5%
11 BERKSHIRE HATHAWAY INC DEL 693.0 $333K 0.25% -41.0 -5.6% $480.19
12 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,152.0 $296K 0.22% -126.0 -2.0% $48.17 -0.4%
13 V VISA INC Financial Services 837.0 $259K 0.19% -131.0 -13.5% $309.50 +6.9%
14 VTIP VANGUARD MALVERN FDS 5,081.0 $255K 0.19% -428.0 -7.8% $50.13 +0.3%
15 CSCO CISCO SYS INC Technology 2,934.0 $242K 0.18% -20.0 -0.7% $82.34 +43.5%
16 MA MASTERCARD INCORPORATED Financial Services 474.0 $241K 0.18% -61.0 -11.4% $508.62 -1.8%
17 BAC BANK AMERICA CORP Financial Services 3,762.0 $201K 0.15% -287.0 -7.1% $53.35 -3.5%

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 44.5%
Communication Services 15.3%
Financial Services 12.5%
Consumer Cyclical 8.1%
Healthcare 7.5%
Industrials 4.4%
Consumer Defensive 4.3%
Energy 2.0%
Utilities 1.5%