BH
Broadfin Holdings LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Broadfin Holdings LLCCIK: 0002110839
Concentrated strategyLong-term holder
Total reported value
$23.7M
Reporting period: 2026-06-30 · Number of holdings: 1
Broadfin Holdings LLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $23.7M and a quarterly turnover rate of 0.6%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "B"
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0.55
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged ANGO
-12.1% $130.8K
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ANGO | Angiodynamics Inc | Stock-Other | 100.00% | — | -12.12% |
Portfolio Performance
Performance for Q3 2026
+38.1%
Performance Last 4 Quarters
+38.1%
Based on 3 months of available history
- Stdev
- +12.7%
- Beta
- -1.91
- Alpha
- +148.6%
- Max Drawdown
- 0%
- Annualized Perf
- +263.4%
- Batting Avg vs S&P
- +100%
- Sortino
- —
- Stutzer
- —
- Treynor
- -0.72
- Sterling
- —
- Calmar
- —
- Information Ratio
- +6.92
- Tracking Error
- +18.9%
- Stdev Down
- 0%
- Winning Months %
- +100%
- Losing Months %
- 0%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +1.11
- Sharpe
- +10.77
- Stdev Sectors
- —
- Skewness
- -0.7
- Kurtosis
- -1.5
- Upside Potential
- —
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Broadfin Holdings LLC's most significant position changes for 2026-06-30: Trim: Angiodynamics Inc (ANGO) — shares -12.12%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANGO | Angiodynamics Inc | — | -12.12% | Trim |
Filing History
FAQ
What is Broadfin Holdings LLC and what type of investor is it?
Broadfin Holdings LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $23.7M, spread across 1 disclosed positions.
What are Broadfin Holdings LLC's largest equity positions?
Based on the latest 13F filing, Broadfin Holdings LLC's top holdings by market value are:
1. Angiodynamics Inc (ANGO) — $23.7M (100.0%)
What changes did Broadfin Holdings LLC make in its most recent portfolio filing?
In the latest quarter, Broadfin Holdings LLC took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Angiodynamics Inc (ANGO) — shares -12.12%
What sectors does Broadfin Holdings LLC focus on?
Sector breakdown data is not yet available for Broadfin Holdings LLC. Check back after the next 13F processing cycle.
Investment Profile
Broadfin Holdings LLC returned an annualized 263.4% over the trailing 3 months — outperforming the S&P 500 by 148.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of -1.91 (less volatile than the market) and a 100% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
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Developer Access
Access Broadfin Holdings LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/broadfin-holdings-llcCLI
npx alphasmo institutions get broadfin-holdings-llc