Foronjy Financial Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.06M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.85M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.77M |
| 4 |
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
+$1.41M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$1.75M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
+$1.22M |
| 3 |
iShares California Muni Bond ETF
CMF
|
+$909K |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$906K |
| 5 |
State Street SPDR S&P Insurance ETF
KIE
|
+$862K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.21% |
| 2 | Industrials | 1.14% |
| 3 | Healthcare | 0.74% |
| 4 | Communication Services | 0.51% |
| 5 | Consumer Discretionary | 0.4% |
Similar funds
Foronjy Financial's Q2 2026 Portfolio in Review
As of Q2 2026, Foronjy Financial held 117 positions worth $272M, up 13% from $241M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Foronjy Financial deployed $10.6M of net new capital in Q2 2026, opening 20 new positions and adding to 48 existing holdings. Its largest new stake was State Street SPDR Portfolio Developed World ex-US ETF: 41,600 shares worth $2.1M.
By sector, the portfolio is most concentrated in Technology at 2.2% of assets, up from 1.6% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Invesco S&P 100 Equal Weight ETF, an estimated $1.75M trimmed.
- Foronjy Financial's largest Q2 2026 buy was State Street SPDR Portfolio Developed World ex-US ETF: 41,600 shares worth $2.1M.
- Foronjy Financial added most to State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2026, an estimated $1.41M increase.
- Foronjy Financial's biggest Q2 2026 reduction was Invesco S&P 100 Equal Weight ETF, cutting an estimated $1.75M.
- Foronjy Financial fully exited State Street SPDR S&P Insurance ETF in Q2 2026, selling an estimated $862K.
- Foronjy Financial's ten largest holdings make up 50% of its $272M portfolio in Q2 2026.
- Foronjy Financial opened 20 new positions and closed 9 in Q2 2026.
- Foronjy Financial's portfolio value rose 13% quarter-over-quarter to $272M.
Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.