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CIK: 0002040600
Total reported value
$272.2M
$272.2M
97 檔
27.5%
In Q1 2026, Foronjy Financial LLC's U.S. equity holdings reached a combined market value of $272.2M, distributed across 97 disclosed stock positions.
In Q1 2026, Foronjy Financial LLC displayed an active expansion posture, initiating 1 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.76% | -0.52% | +1.84% | |
| 2 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 6.70% | -0.45% | +2.25% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.57% | +1.37% | +6.28% | |
| 4 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 5.98% | -0.40% | +2.65% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 5.06% | -0.34% | +2.92% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-Other | 4.53% | -0.32% | +2.36% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.43% | -0.48% | +4.51% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.89% | +0.84% | +11.33% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.59% | -0.09% | +9.18% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.15% | -0.47% | +7.57% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.94% | — | +7.23% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.93% | -0.25% | +5.42% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.88% | -0.42% | +7.11% | |
| 14 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.70% | -0.19% | +2.58% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 2.68% | -0.18% | +2.61% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.54% | +0.23% | +4.73% | |
| 17 | SPGM | State Street Spdr Portfolio | ETF-Other | 2.34% | +0.53% | +4.97% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 2.17% | +0.21% | +6.33% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.74% | +0.25% | +1.91% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.53% | -0.10% | +5.77% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.49% | -0.12% | +4.41% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.14% | -0.15% | -0.59% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.13% | +0.13% | +4.38% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 0.85% | -0.02% | +3.94% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.83% | -0.04% | +5.02% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.80% | -0.33% | -5.78% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.37% | -7.16% | |
| 28 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.78% | -0.01% | +5.47% | |
| 29 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 0.76% | -0.67% | +5.32% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.74% | -0.16% | +1.15% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.01% | -3.54% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.68% | +0.18% | -5.45% | |
| 33 | CMF | Ishares California Muni Bond | ETF-Other | 0.67% | -0.41% | -4.36% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | +0.23% | -6.91% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.60% | -0.17% | +6.47% | |
| 36 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.58% | -0.46% | +5.24% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.19% | +14.11% | |
| 38 | GE | General Electric | Stock-Industrials | 0.57% | -0.24% | -8.77% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | +0.03% | +5.50% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.52% | +0.07% | +4.92% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.45% | -0.02% | — | |
| 42 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | -1.00% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.35% | -0.02% | -18.95% | |
| 45 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.33% | +0.05% | +16.35% | |
| 46 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.30% | +0.08% | +18.84% | |
| 47 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.30% | -0.15% | -0.08% | |
| 48 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.29% | +0.09% | +19.74% | |
| 49 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.29% | +0.09% | +19.42% | |
| 50 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.29% | +0.09% | +19.98% |
According to official SEC Form 13F filings, Foronjy Financial LLC reported a total U.S. public equity portfolio value of $272.2M across 97 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEI, BSCU, VGT) accounted for 27.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XNCMX
市值: $152.4K
Top Position Liquidated / Trimmed
SPY
前期市值: $251.0K
During Q1 2026, Foronjy Financial LLC's top holdings by market value included IEI (6.8%)、BSCU (6.7%)、VGT (6.6%). The largest single position, IEI, represented 6.8% of total portfolio value.
In Q1 2026, Foronjy Financial LLC made 101 total portfolio adjustments, initiating 1 new buys, adding to 64 positions, trimming 28 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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