Foronjy Financial
Los Osos, CAfiles as FORONJY FINANCIAL LLC
$272m in 108 US stocks at the end of 30 June 2026. The top 10 are 50.0% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$272m
Stocks
108
Top 10 share
50.0%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Index SHS FDSSPDW0.8% of the fund
- Ishares TRIWP0.7% of the fund
- Spdr Series TrustSPYG0.7% of the fund
- Vaneck ETF TrustSMB0.3% of the fund
- Eli LillyLLY0.1% of the fund
- AbbVieABBV0.1% of the fund
- Cadence Design SystemsCDNS0.1% of the fund
- AmphenolAPH0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- JabilJBL<0.1% of the fund
- SynopsysSNPS<0.1% of the fund
- TJX CompaniesTJX<0.1% of the fund
- TeslaTSLA<0.1% of the fund
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund
- Berkshire HathawayBRK-B<0.1% of the fund
- Lockheed MartinLMT<0.1% of the fund
- Interactive Brokers GroupIBKR<0.1% of the fund
- Fidelity Covington TrustFENI<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch TRD SLF IDX FDBSCU6.3% of the fund+6%
- Ishares TRIEI6.2% of the fund+5%
- Invesco Exch TRD SLF IDX FDBSCW5.6% of the fund+6%
- Ishares TRSHYG4.7% of the fund+5%
- Invesco Actively Managed EXCGSY4.2% of the fund+5%
- Select Sector Spdr TRXLV2.9% of the fund+5%
- Spdr Index SHS FDSSPGM2.9% of the fund+23%
- Select Sector Spdr TRXLI2.8% of the fund+8%
- Ishares TRIBTJ2.5% of the fund+6%
- Ishares TRIBTL2.5% of the fund+7%
- Vanguard Index FDSVUG2.4% of the fund+5%
- Spdr Series TrustSPMD2.0% of the fund+14%
- Select Sector Spdr TRXLP1.4% of the fund+5%
- Select Sector Spdr TRXLE1.3% of the fund+45%
- Ishares TRMUB0.9% of the fund+51%
- Spdr Series TrustTFI0.9% of the fund+42%
- Select Sector Spdr TRXLU0.8% of the fund+10%
- Invesco QQQ TRQQQ0.8% of the fund+18%
- Select Sector Spdr TRXLB0.6% of the fund+28%
- World Gold TRGLDM0.6% of the fund+3%
- State STR Spdr DOW Jones INDDIA0.6% of the fund+6%
- Innovator Etfs TrustBOCT0.4% of the fund+36%
- Innovator Etfs TrustBJAN0.4% of the fund+35%
- Innovator Etfs TrustBJUL0.4% of the fund+36%
- Innovator Etfs TrustBUFB0.4% of the fund+18%
Cut
Sold some of their stake.
- Select Sector Spdr TRXLK4.7% of the fund-4%
- Spdr Series TrustSPYV4.0% of the fund-6%
- Ishares TRIWY2.7% of the fund-11%
- Select Sector Spdr TRXLY2.5% of the fund-10%
- Invesco Exchange Traded FD TXLG1.4% of the fund-7%
- Global X FDSPAVE0.8% of the fund-5%
- Spdr Series TrustSPYM0.7% of the fund-3%
- Spdr Series TrustSHM0.5% of the fund-34%
- Select Sector Spdr TRXLRE0.4% of the fund-24%
- AppleAAPL0.4% of the fund-5%
- Ishares TRSUB0.4% of the fund-40%
- GE VernovaGEV0.3% of the fund-21%
- General ElectricGE0.3% of the fund-51%
- Ishares TRCMF0.3% of the fund-56%
- Lam ResearchLRCX0.2% of the fund-10%
- CaterpillarCAT0.2% of the fund-4%
- Fidelity Merrimack STR TRFLDR0.2% of the fund-42%
- Spdr Series TrustSPYX0.2% of the fund-3%
- First TR Exch Traded FD IIIFCAL0.1% of the fund-23%
- Vanguard Index FDSVTV0.1% of the fund-7%
- Invesco Exchange Traded FD TSPGP0.1% of the fund-80%
- Pg&ePCG0.1% of the fund-5%
- Fidelity Comwlth TRONEQ0.1% of the fund-10%
- Fidelity Covington TrustFDHY0.1% of the fund-35%
- Fidelity Covington TrustFELV0.1% of the fund-19%
Sold out
Sold their entire stake.
- Spdr Series TrustKIE-100%
- Ishares Ethereum TRETHA-100%
- First TR Exch Traded FD IIIFSMB-100%
- NetflixNFLX-100%
- Invesco Exch TRD SLF IDX FDBSMQ-100%
- Fidelity Covington TrustFQAL-100%
- Fidelity Covington TrustFDMO-100%
- Invesco Exch TRD SLF IDX FDBSCQ-100%
- Nuveen Calif AMT Free Muni IXNCMX-100%
Holdings
- Vanguard World FDVGT
- Share
- 7.9%
- Value
- $22m
- Shares
- 180,863
Held
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 6.3%
- Value
- $17m
- Shares
- 1,022,344
+6%
- Ishares TRIEI
- Share
- 6.2%
- Value
- $17m
- Shares
- 144,494
+5%
- Invesco Exch TRD SLF IDX FDBSCW
- Share
- 5.6%
- Value
- $15m
- Shares
- 739,990
+6%
- Select Sector Spdr TRXLK
- Share
- 4.7%
- Value
- $13m
- Shares
- 67,520
-4%
- Ishares TRSHYG
- Share
- 4.7%
- Value
- $13m
- Shares
- 302,880
+5%
- Invesco Actively Managed EXCGSY
- Share
- 4.2%
- Value
- $11m
- Shares
- 228,248
+5%
- Spdr Series TrustSPYV
- Share
- 4.0%
- Value
- $11m
- Shares
- 177,040
-6%
- Select Sector Spdr TRXLF
- Share
- 3.5%
- Value
- $10m
- Shares
- 177,484
Held
- Select Sector Spdr TRXLV
- Share
- 2.9%
- Value
- $8m
- Shares
- 50,354
+5%
- Spdr Index SHS FDSSPGM
- Share
- 2.9%
- Value
- $8m
- Shares
- 91,195
+23%
- Select Sector Spdr TRXLI
- Share
- 2.8%
- Value
- $8m
- Shares
- 40,755
+8%
- Select Sector Spdr TRXLC
- Share
- 2.7%
- Value
- $7m
- Shares
- 68,081
Held
- Ishares TRIWY
- Share
- 2.7%
- Value
- $7m
- Shares
- 25,094
-11%
- Ishares TRIBTJ
- Share
- 2.5%
- Value
- $7m
- Shares
- 315,571
+6%
- Ishares TRIBTL
- Share
- 2.5%
- Value
- $7m
- Shares
- 337,588
+7%
- Select Sector Spdr TRXLY
- Share
- 2.5%
- Value
- $7m
- Shares
- 57,175
-10%
- Vanguard Index FDSVUG
- Share
- 2.4%
- Value
- $6m
- Shares
- 75,172
+5%
- Spdr Series TrustSPMD
- Share
- 2.0%
- Value
- $5m
- Shares
- 80,146
+14%
- Select Sector Spdr TRXLP
- Share
- 1.4%
- Value
- $4m
- Shares
- 46,959
+5%
- Invesco Exchange Traded FD TXLG
- Share
- 1.4%
- Value
- $4m
- Shares
- 60,882
-7%
- Select Sector Spdr TRXLE
- Share
- 1.3%
- Value
- $3m
- Shares
- 64,330
+45%
- Fidelity Merrimack STR TRFBND
- Share
- 1.0%
- Value
- $3m
- Shares
- 59,415
Held
- Ishares TRMUB
- Share
- 0.9%
- Value
- $2m
- Shares
- 22,257
+51%
- Spdr Series TrustTFI
- Share
- 0.9%
- Value
- $2m
- Shares
- 50,950
+42%
- Global X FDSPAVE
- Share
- 0.8%
- Value
- $2m
- Shares
- 38,136
-5%
- Select Sector Spdr TRXLU
- Share
- 0.8%
- Value
- $2m
- Shares
- 47,647
+10%
- Spdr Index SHS FDSSPDW
- Share
- 0.8%
- Value
- $2m
- Shares
- 41,600
New
- Spdr Series TrustVLU
- Share
- 0.8%
- Value
- $2m
- Shares
- 8,755
Held
- Invesco QQQ TRQQQ
- Share
- 0.8%
- Value
- $2m
- Shares
- 2,809
+18%
- Ishares TRIWP
- Share
- 0.7%
- Value
- $2m
- Shares
- 13,438
New
- Spdr Series TrustSPYM
- Share
- 0.7%
- Value
- $2m
- Shares
- 22,376
-3%
- Spdr Series TrustSPYG
- Share
- 0.7%
- Value
- $2m
- Shares
- 15,509
New
- Select Sector Spdr TRXLB
- Share
- 0.6%
- Value
- $2m
- Shares
- 31,776
+28%
- World Gold TRGLDM
- Share
- 0.6%
- Value
- $2m
- Shares
- 19,778
+3%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,958
+6%
- Spdr Series TrustSHM
- Share
- 0.5%
- Value
- $1m
- Shares
- 26,504
-34%
- Select Sector Spdr TRXLRE
- Share
- 0.4%
- Value
- $1m
- Shares
- 26,837
-24%
- Ishares TRSUB
- Share
- 0.4%
- Value
- $1m
- Shares
- 10,654
-40%
- Innovator Etfs TrustBOCT
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,415
+36%
- Innovator Etfs TrustBJAN
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,465
+35%
- Innovator Etfs TrustBJUL
- Share
- 0.4%
- Value
- $1m
- Shares
- 18,905
+36%
- Innovator Etfs TrustBUFB
- Share
- 0.4%
- Value
- $1m
- Shares
- 26,118
+18%
- Innovator Etfs TrustBAPR
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,184
+31%
- Vaneck ETF TrustSMB
- Share
- 0.3%
- Value
- $748,211
- Shares
- 43,125
New
- Ishares TRCMF
- Share
- 0.3%
- Value
- $714,983
- Shares
- 12,404
-56%
- Innovator Etfs TrustQFLR
- Share
- 0.2%
- Value
- $579,453
- Shares
- 15,884
Held
- Innovator Etfs TrustSFLR
- Share
- 0.2%
- Value
- $570,383
- Shares
- 14,784
Held
- Fidelity Merrimack STR TRFCOR
- Share
- 0.2%
- Value
- $554,338
- Shares
- 11,757
+95%
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $547,104
- Shares
- 797
+35%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $520,789
- Shares
- 4,194
Held
- Fidelity Merrimack STR TRFLDR
- Share
- 0.2%
- Value
- $417,722
- Shares
- 8,336
-42%
- Fidelity Merrimack STR TRFIGB
- Share
- 0.2%
- Value
- $414,485
- Shares
- 9,677
+46%
- Spdr Series TrustSPYX
- Share
- 0.2%
- Value
- $409,973
- Shares
- 6,710
-3%
- Ishares TRIVV
- Share
- 0.1%
- Value
- $389,635
- Shares
- 520
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.1%
- Value
- $372,457
- Shares
- 11,188
+20%
- Fidelity Covington TrustFELG
- Share
- 0.1%
- Value
- $364,904
- Shares
- 8,341
+10%
- Wisdomtree TRIHDG
- Share
- 0.1%
- Value
- $361,065
- Shares
- 6,893
Held
- First TR Exch Traded FD IIIFCAL
- Share
- 0.1%
- Value
- $351,756
- Shares
- 7,084
-23%
- Vanguard Index FDSVTV
- Share
- 0.1%
- Value
- $317,932
- Shares
- 1,459
-7%
- Invesco Exchange Traded FD TSPGP
- Share
- 0.1%
- Value
- $314,892
- Shares
- 2,575
-80%
- Fidelity Comwlth TRONEQ
- Share
- 0.1%
- Value
- $281,374
- Shares
- 2,726
-10%
- Fidelity Covington TrustFDHY
- Share
- 0.1%
- Value
- $278,829
- Shares
- 5,687
-35%
- Fidelity Covington TrustFELV
- Share
- 0.1%
- Value
- $276,100
- Shares
- 6,887
-19%
- Fidelity Covington TrustFVAL
- Share
- <0.1%
- Value
- $269,322
- Shares
- 3,456
-4%
- Invesco Exch Traded FD TR IIPWZ
- Share
- <0.1%
- Value
- $251,062
- Shares
- 10,243
+5%
- Invesco Exchange Traded FD TEQWL
- Share
- <0.1%
- Value
- $246,247
- Shares
- 1,909
-88%
- Vanguard World FDVHT
- Share
- <0.1%
- Value
- $230,659
- Shares
- 771
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard World FDVGT | 7.9% | $22m | 180,863 | Held |
| Invesco Exch TRD SLF IDX FDBSCU | 6.3% | $17m | 1,022,344 | +6% |
| Ishares TRIEI | 6.2% | $17m | 144,494 | +5% |
| Invesco Exch TRD SLF IDX FDBSCW | 5.6% | $15m | 739,990 | +6% |
| Select Sector Spdr TRXLK | 4.7% | $13m | 67,520 | -4% |
| Ishares TRSHYG | 4.7% | $13m | 302,880 | +5% |
| Invesco Actively Managed EXCGSY | 4.2% | $11m | 228,248 | +5% |
| Spdr Series TrustSPYV | 4.0% | $11m | 177,040 | -6% |
| Select Sector Spdr TRXLF | 3.5% | $10m | 177,484 | Held |
| Select Sector Spdr TRXLV | 2.9% | $8m | 50,354 | +5% |
| Spdr Index SHS FDSSPGM | 2.9% | $8m | 91,195 | +23% |
| Select Sector Spdr TRXLI | 2.8% | $8m | 40,755 | +8% |
| Select Sector Spdr TRXLC | 2.7% | $7m | 68,081 | Held |
| Ishares TRIWY | 2.7% | $7m | 25,094 | -11% |
| Ishares TRIBTJ | 2.5% | $7m | 315,571 | +6% |
| Ishares TRIBTL | 2.5% | $7m | 337,588 | +7% |
| Select Sector Spdr TRXLY | 2.5% | $7m | 57,175 | -10% |
| Vanguard Index FDSVUG | 2.4% | $6m | 75,172 | +5% |
| Spdr Series TrustSPMD | 2.0% | $5m | 80,146 | +14% |
| Select Sector Spdr TRXLP | 1.4% | $4m | 46,959 | +5% |
| Invesco Exchange Traded FD TXLG | 1.4% | $4m | 60,882 | -7% |
| Select Sector Spdr TRXLE | 1.3% | $3m | 64,330 | +45% |
| Fidelity Merrimack STR TRFBND | 1.0% | $3m | 59,415 | Held |
| Ishares TRMUB | 0.9% | $2m | 22,257 | +51% |
| Spdr Series TrustTFI | 0.9% | $2m | 50,950 | +42% |
| Global X FDSPAVE | 0.8% | $2m | 38,136 | -5% |
| Select Sector Spdr TRXLU | 0.8% | $2m | 47,647 | +10% |
| Spdr Index SHS FDSSPDW | 0.8% | $2m | 41,600 | New |
| Spdr Series TrustVLU | 0.8% | $2m | 8,755 | Held |
| Invesco QQQ TRQQQ | 0.8% | $2m | 2,809 | +18% |
| Ishares TRIWP | 0.7% | $2m | 13,438 | New |
| Spdr Series TrustSPYM | 0.7% | $2m | 22,376 | -3% |
| Spdr Series TrustSPYG | 0.7% | $2m | 15,509 | New |
| Select Sector Spdr TRXLB | 0.6% | $2m | 31,776 | +28% |
| World Gold TRGLDM | 0.6% | $2m | 19,778 | +3% |
| State STR Spdr DOW Jones INDDIA | 0.6% | $2m | 2,958 | +6% |
| Spdr Series TrustSHM | 0.5% | $1m | 26,504 | -34% |
| Select Sector Spdr TRXLRE | 0.4% | $1m | 26,837 | -24% |
| AppleAAPL | 0.4% | $1m | 4,012 | -5% |
| Ishares TRSUB | 0.4% | $1m | 10,654 | -40% |
| Innovator Etfs TrustBOCT | 0.4% | $1m | 19,415 | +36% |
| Innovator Etfs TrustBJAN | 0.4% | $1m | 17,465 | +35% |
| Innovator Etfs TrustBJUL | 0.4% | $1m | 18,905 | +36% |
| Innovator Etfs TrustBUFB | 0.4% | $1m | 26,118 | +18% |
| Innovator Etfs TrustBAPR | 0.4% | $1m | 19,184 | +31% |
| NvidiaNVDA | 0.4% | $979,241 | 4,894 | Held |
| GE VernovaGEV | 0.3% | $889,192 | 757 | -21% |
| General ElectricGE | 0.3% | $885,375 | 2,369 | -51% |
| Vaneck ETF TrustSMB | 0.3% | $748,211 | 43,125 | New |
| Ishares TRCMF | 0.3% | $714,983 | 12,404 | -56% |
| Lam ResearchLRCX | 0.2% | $667,064 | 1,539 | -10% |
| MicrosoftMSFT | 0.2% | $664,947 | 1,783 | Held |
| Innovator Etfs TrustQFLR | 0.2% | $579,453 | 15,884 | Held |
| AlphabetGOOG | 0.2% | $576,143 | 1,631 | +11% |
| Innovator Etfs TrustSFLR | 0.2% | $570,383 | 14,784 | Held |
| Fidelity Merrimack STR TRFCOR | 0.2% | $554,338 | 11,757 | +95% |
| Vanguard Index FDSVOO | 0.2% | $547,104 | 797 | +35% |
| Ishares TRIWF | 0.2% | $520,789 | 4,194 | Held |
| Meta PlatformsMETA | 0.2% | $500,831 | 889 | +22% |
| CaterpillarCAT | 0.2% | $468,492 | 440 | -4% |
| RTXRTX | 0.2% | $433,436 | 2,284 | +37% |
| Fidelity Merrimack STR TRFLDR | 0.2% | $417,722 | 8,336 | -42% |
| Fidelity Merrimack STR TRFIGB | 0.2% | $414,485 | 9,677 | +46% |
| Amazon.comAMZN | 0.2% | $413,058 | 1,733 | +3% |
| Spdr Series TrustSPYX | 0.2% | $409,973 | 6,710 | -3% |
| Arista NetworksANET | 0.1% | $401,766 | 2,365 | +9% |
| Eli LillyLLY | 0.1% | $391,875 | 327 | New |
| Ishares TRIVV | 0.1% | $389,635 | 520 | Held |
| OracleORCL | 0.1% | $376,759 | 2,571 | +11% |
| Ishares Bitcoin Trust ETFIBIT | 0.1% | $372,457 | 11,188 | +20% |
| AmgenAMGN | 0.1% | $369,226 | 1,020 | Held |
| Fidelity Covington TrustFELG | 0.1% | $364,904 | 8,341 | +10% |
| Wisdomtree TRIHDG | 0.1% | $361,065 | 6,893 | Held |
| First TR Exch Traded FD IIIFCAL | 0.1% | $351,756 | 7,084 | -23% |
| Intuitive SurgicalISRG | 0.1% | $343,198 | 863 | Held |
| JPMorgan ChaseJPM | 0.1% | $334,166 | 1,021 | +35% |
| Johnson & JohnsonJNJ | 0.1% | $332,600 | 1,310 | +7% |
| Vanguard Index FDSVTV | 0.1% | $317,932 | 1,459 | -7% |
| Invesco Exchange Traded FD TSPGP | 0.1% | $314,892 | 2,575 | -80% |
| AbbVieABBV | 0.1% | $309,941 | 1,232 | New |
| AlphabetGOOGL | 0.1% | $299,167 | 837 | Held |
| Pg&ePCG | 0.1% | $292,198 | 17,372 | -5% |
| Cadence Design SystemsCDNS | 0.1% | $284,737 | 759 | New |
| AmphenolAPH | 0.1% | $282,021 | 1,599 | New |
| Fidelity Comwlth TRONEQ | 0.1% | $281,374 | 2,726 | -10% |
| Fidelity Covington TrustFDHY | 0.1% | $278,829 | 5,687 | -35% |
| Fidelity Covington TrustFELV | 0.1% | $276,100 | 6,887 | -19% |
| MckessonMCK | <0.1% | $269,968 | 357 | +39% |
| CVB FinancialCVBF | <0.1% | $269,540 | 11,953 | Held |
| Fidelity Covington TrustFVAL | <0.1% | $269,322 | 3,456 | -4% |
| Costco WholesaleCOST | <0.1% | $253,636 | 271 | -8% |
| Invesco Exch Traded FD TR IIPWZ | <0.1% | $251,062 | 10,243 | +5% |
| Micron TechnologyMU | <0.1% | $250,481 | 217 | New |
| KLAKLAC | <0.1% | $248,063 | 822 | New |
| Invesco Exchange Traded FD TEQWL | <0.1% | $246,247 | 1,909 | -88% |
| Caseys General StoresCASY | <0.1% | $235,715 | 297 | New |
| JabilJBL | <0.1% | $234,177 | 607 | New |
| SynopsysSNPS | <0.1% | $233,045 | 522 | New |
| Palantir TechnologiesPLTR | <0.1% | $231,473 | 1,984 | +37% |
| Vanguard World FDVHT | <0.1% | $230,659 | 771 | -4% |
Showing the largest 100 of 108.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.4% since 30 June 2025.
Where the money is
Technology2.2%
Industrials1.1%
Health care0.7%
Media & telecom0.5%
Financial services0.4%
Retail & consumer0.3%
Everyday goods0.2%
Utilities0.1%
Other94.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.