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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HYMB SPDR SERIES TRUST 25,399.0 $644K 0.44% +4K +16.1% $25.35 -2.2%
42 IWF ISHARES TR 4,826.0 $594K 0.41% NEW $122.99 -0.2%
43 FLBL FRANKLIN TEMPLETON ETF TR 25,783.0 $589K 0.41% $22.86 +1.4%
44 FLMI FRANKLIN TEMPLETON ETF TR 23,290.0 $585K 0.40% +5K +27.5% $25.11 -2.3%
45 NSC NORFOLK SOUTHN CORP Industrials 1,778.0 $572K 0.39% NEW $321.90 +8.3%
46 IWD ISHARES TR 2,305.0 $570K 0.39% NEW $247.28 +4.5%
47 AMAT APPLIED MATLS INC Technology 901.0 $534K 0.37% +13.0 +1.5% $592.61 -22.1%
48 SCHF SCHWAB STRATEGIC TR 18,836.0 $525K 0.36% $27.87 +1.5%
49 IGV ISHARES TR 4,927.0 $467K 0.32% -80.0 -1.6% $94.78 +15.5%
50 IJR ISHARES TR 3,147.0 $462K 0.32% +80.0 +2.6% $146.82 -0.8%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,016.0 $459K 0.32% +113.0 +12.5% $451.87 -7.6%
52 CAT CATERPILLAR INC Industrials 445.0 $432K 0.30% +6.0 +1.4% $969.99 -17.5%
53 CANADIAN PACIFIC KANSAS CITY 4,890.0 $430K 0.30% NEW $88.00
54 AMD ADVANCED MICRO DEVICES INC Technology 762.0 $421K 0.29% NEW $552.05 -15.7%
55 INTC INTEL CORP Technology 3,299.0 $403K 0.28% +179.0 +5.7% $122.21 -26.8%
56 WMT WALMART INC Consumer Defensive 3,476.0 $385K 0.26% $110.64 -6.8%
57 BERKSHIRE HATHAWAY INC DEL 734.0 $372K 0.26% +41.0 +5.9% $506.58
58 JNJ JOHNSON & JOHNSON Healthcare 1,376.0 $357K 0.24% $259.33 +3.4%
59 LRCX LAM RESEARCH CORP Technology 1,018.0 $357K 0.24% +34.0 +3.5% $350.22 -13.8%
60 IWY ISHARES TR 1,226.0 $353K 0.24% NEW $287.69 -0.2%
Page 3 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%