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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 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,142.0 $1.6M 1.10% -118.0 -2.8% $386.73 +32.8%
22 LLY ELI LILLY & CO Healthcare 1,288.0 $1.5M 1.06% +27.0 +2.1% $1199.88 -2.3%
23 FLHY FRANKLIN TEMPLETON ETF TR 58,633.0 $1.4M 0.97% +1K +2.4% $24.21 -0.1%
24 JMBS JANUS DETROIT STR TR 30,376.0 $1.4M 0.94% $45.00 -1.2%
25 VV VANGUARD INDEX FDS 3,771.0 $1.3M 0.90% -65.0 -1.7% $346.07 +2.4%
26 VTEB VANGUARD MUN BD FDS 25,763.0 $1.3M 0.89% -2K -6.7% $50.54 -2.3%
27 VO VANGUARD INDEX FDS 15,457.0 $1.3M 0.86% +12K +303.2% $80.91 +2.0%
28 AMZN AMAZON COM INC Consumer Cyclical 4,860.0 $1.2M 0.81% +366.0 +8.1% $244.16 +9.1%
29 GOOG ALPHABET INC 2,886.0 $1.1M 0.72% +58.0 +2.0% $364.94
30 AVGO BROADCOM INC Technology 2,666.0 $997K 0.69% +30.0 +1.1% $373.91 -1.4%
31 IEMG ISHARES INC 11,525.0 $945K 0.65% $82.00 -0.2%
32 MU MICRON TECHNOLOGY INC Technology 908.0 $894K 0.61% +6.0 +0.7% $984.94 -5.3%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,176.0 $883K 0.61% $751.08 +2.4%
34 FLCH FRANKLIN TEMPLETON ETF TR 38,894.0 $811K 0.56% -448.0 -1.1% $20.85 +5.0%
35 META META PLATFORMS INC Communication Services 1,210.0 $726K 0.50% +16.0 +1.3% $600.36 -3.7%
36 JPM JPMORGAN CHASE & CO Financial Services 2,135.0 $721K 0.49% +114.0 +5.6% $337.74 +5.9%
37 VT VANGUARD INTL EQUITY INDEX F 4,502.0 $711K 0.49% -75.0 -1.6% $157.83 +2.0%
38 XLV SELECT SECTOR SPDR TR 4,368.0 $708K 0.49% +241.0 +5.8% $161.97 +5.7%
39 VB VANGUARD INDEX FDS 2,217.0 $669K 0.46% $301.66 -0.3%
40 TSLA TESLA INC Consumer Cyclical 1,564.0 $657K 0.45% +20.0 +1.3% $419.77 -16.9%
Page 2 of 5  ·  84 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%