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Foronjy Financial

Latest statistics and disclosures from Foronjy Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEI, BSCU, VGT, BSCW, SHYG, and represent 31.07% of Foronjy Financial's stock portfolio.
Added to shares of these 10 stocks: XLK, VGT, XLF, XLC, XLV, XLY, SPYV, BSCW, IWY, BSCU.
Started 1 new stock position in NKX.
Reduced shares in these 10 stocks: , , , DHR, ADP, SNPS, CDNS, INTU, GEV, SUB.
Sold out of its positions in ADP, CDNS, DHR, INTU, SPY, CRM, SNPS, TSLA.
Foronjy Financial was a net buyer of stock by $7.3M.
Foronjy Financial has $241M in assets under management (AUM), dropping by 0.44%.
Central Index Key (CIK): 0002040600

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Portfolio Holdings for Foronjy Financial

Foronjy Financial holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.8	$16M		137k	118.60	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	6.7	$16M	+2%	964k	16.72	View chart
Vanguard World Inf Tech Etf (VGT)	6.6	$16M	+6%	23k	697.71	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	6.0	$14M	+2%	699k	20.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	5.1	$12M	+2%	288k	42.31	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	4.5	$11M	+2%	218k	50.12	View chart
Spdr Series Trust State Street Spd (SPYV)	4.4	$11M	+4%	189k	56.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.9	$9.4M	+11%	71k	132.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	3.6	$8.6M	+9%	175k	49.37	View chart
Select Sector Spdr Tr State Street Com (XLC)	3.1	$7.6M	+7%	68k	110.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.9	$7.1M	+7%	48k	146.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.9	$7.0M	+5%	28k	248.84	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.9	$6.9M	+7%	64k	108.98	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	2.7	$6.5M	+2%	297k	21.84	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	2.7	$6.5M	+2%	317k	20.40	View chart
Select Sector Spdr Tr State Street Ind (XLI)	2.5	$6.1M	+4%	38k	161.73	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	2.3	$5.6M	+4%	74k	75.71	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$5.2M	+6%	12k	436.80	View chart
Spdr Series Trust State Street Spd (SPMD)	1.7	$4.2M		71k	59.22	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.5	$3.7M	+5%	45k	81.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.5	$3.6M	+4%	66k	54.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$2.7M		60k	45.62	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.1	$2.7M	+4%	44k	61.26	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$2.0M	+3%	40k	50.81	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$2.0M	+5%	43k	45.89	View chart
Spdr Series Trust State Street Spd (SHM)	0.8	$1.9M	-5%	40k	47.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$1.9M	-7%	18k	106.50	View chart
Spdr Series Trust State Street Spd (VLU)	0.8	$1.9M	+5%	8.8k	214.98	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.8	$1.8M	+5%	16k	115.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$1.8M		19k	92.69	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$1.8M	-3%	23k	76.54	View chart
Spdr Series Trust State Street Spd (TFI)	0.7	$1.6M	-5%	36k	45.34	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.6M	-4%	28k	56.86	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.6M	-6%	15k	106.15	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$1.4M	+6%	35k	40.83	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$1.4M	+5%	13k	107.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.4M	+14%	2.4k	577.15	View chart
Ge Aerospace Com New (GE)	0.6	$1.4M	-8%	4.8k	283.78	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.5	$1.3M	+5%	2.8k	463.14	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.5	$1.2M	+4%	25k	49.97	View chart
Apple (AAPL)	0.4	$1.1M		4.2k	253.82	View chart
Spdr Series Trust State Street Spd (KIE)	0.4	$862k	+4%	16k	55.00	View chart
NVIDIA Corporation (NVDA)	0.4	$850k		4.9k	174.40	View chart
Ge Vernova (GEV)	0.3	$836k	-18%	958.00	873.06	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$792k	+16%	22k	35.91	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$717k	+18%	15k	48.98	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$714k		14k	50.05	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$690k	+19%	14k	49.69	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$688k	+19%	13k	53.33	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$686k	+19%	14k	47.99	View chart
Microsoft Corporation (MSFT)	0.3	$658k		1.8k	370.11	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$530k	+37%	16k	33.30	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$523k		15k	35.41	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$453k	-8%	9.3k	48.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$447k	+7%	1.0k	426.59	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.2	$426k		8.8k	48.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$420k		1.5k	286.83	View chart
Meta Platforms Cl A (META)	0.2	$419k		731.00	572.52	View chart
Intuitive Surgical Com New (ISRG)	0.2	$398k		863.00	460.99	View chart
Spdr Series Trust State Street Spd (SPYX)	0.2	$366k		6.9k	53.03	View chart
Lam Research Corp Com New (LRCX)	0.2	$366k	-4%	1.7k	213.62	View chart
Amgen (AMGN)	0.1	$358k	+3%	1.0k	351.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$358k	+13%	9.3k	38.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$353k		590.00	597.73	View chart
Amazon (AMZN)	0.1	$351k		1.7k	208.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$341k	+25%	522.00	653.21	View chart
Oracle Corporation (ORCL)	0.1	$341k		2.3k	147.14	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$337k	+18%	21k	15.83	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$336k		7.0k	48.15	View chart
Caterpillar (CAT)	0.1	$325k	-2%	459.00	708.10	View chart
PG&E Corporation (PCG)	0.1	$322k		18k	17.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$321k	-2%	1.7k	192.92	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$315k		16k	19.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$307k		1.6k	196.14	View chart
Johnson & Johnson (JNJ)	0.1	$301k		1.2k	244.40	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$298k		8.5k	34.91	View chart
Costco Wholesale Corporation (COST)	0.1	$295k		296.00	995.98	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$284k		6.0k	47.13	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$284k		6.6k	43.04	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$284k		7.6k	37.49	View chart
Arista Networks Com Shs (ANET)	0.1	$267k	+7%	2.2k	122.78	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$258k		3.0k	84.91	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$251k		3.6k	69.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$241k		837.00	287.52	View chart
Netflix (NFLX)	0.1	$235k		2.4k	96.13	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$234k		9.8k	23.87	View chart
CVB Financial (CVBF)	0.1	$232k		12k	19.39	View chart
JPMorgan Chase & Co. (JPM)	0.1	$223k	-2%	758.00	294.05	View chart
McKesson Corporation (MCK)	0.1	$223k		257.00	866.01	View chart
Vanguard World Health Car Etf (VHT)	0.1	$218k		800.00	272.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$216k	-19%	9.1k	23.62	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$214k		2.9k	72.60	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$213k		2.7k	80.09	View chart
Palantir Technologies Cl A (PLTR)	0.1	$212k	+4%	1.5k	146.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$207k	-5%	11k	19.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$202k		226.00	895.03	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$152k	NEW	13k	11.90	View chart

Past Filings by Foronjy Financial

SEC 13F filings are viewable for Foronjy Financial going back to 2025

Foronjy Financial 2026 Q1 filed April 24, 2026
Foronjy Financial 2025 Q4 filed Feb. 3, 2026
Foronjy Financial 2025 Q3 filed Oct. 22, 2025

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