Tenon Financial LLC

CIK

2020781

Location

METUCHEN, NJ

Portfolio Value

Micro $21,560,482

Diversification

Diversified

Filing Date

Global Rank

#7,732 / 8,517 ▼ 2283

Top Industry

Consumer Electronics 20.1%

3Y Alpha vs SPY

-1.7%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

10 quarters · since Mar 2024

Clone Performance

May 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+42.2%

SPY

+46.5%

Annualised alpha

-1.6%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.8%

−21.8 pts

Top 5

54.0%

−36.0 pts

Top 10

77.2%

−18.2 pts

HHI

848

Diversified−2,109

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$8,459,390	7
Healthcare	16.8%	$3,631,598	4
Industrials	14.5%	$3,125,732	4
Consumer Cyclical	8.8%	$1,901,476	1
Financial Services	7.2%	$1,549,350	3
Unclassified	6.4%	$1,386,172	2
Communication Services	4.8%	$1,027,287	2
Energy	2.2%	$479,477	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,166	7,180	$1,436,646
SPY	Spdr S&P 500 ETF Trust	+215	736	$549,622
QQQ	Invesco Qqq Trust, Series 1	+7	1,136	$836,550
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
RKLB	Rocket Lab Corp	−2,033	2,000	$203,300
AAPL	Apple Inc.	−1,056	14,002	$4,051,618
GOOGL	Alphabet Inc.	−811	1,601	$572,149
TT	Trane Technologies plc	−408	2,947	$1,447,448
MSFT	Microsoft Corp	−268	3,869	$1,443,214
AMZN	Amazon Com Inc	−266	7,978	$1,901,476
XOM	ExxonMobil Holdings Corp	−17	3,507	$479,477
META	Meta Platforms, Inc.	−6	808	$455,138
LLY	ELI LILLY & Co	−1	2,330	$2,794,672
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,760	$880,686
JNJ	Johnson & Johnson	1,119	$284,192
AVGO	Broadcom Inc.	581	$219,472
PANW	Palo Alto Networks Inc	628	$214,160
JPM	Jpmorgan Chase & Co	636	$208,181
MRK	Merck & Co., Inc.	1,598	$205,343
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VXF	Vanguard Extended Market ETF	251,213	$51,699,635
VXUS	Vanguard Total International Stock ETF	566,090	$43,651,199
VEA	Vanguard FTSE Developed Markets ETF	205,679	$13,179,910
BNDX	Vanguard Total International Bond ETF	8,498	$408,328
PLTR	Palantir Technologies Inc.	1,705	$249,407
SPGI	S&P Global Inc.	534	$227,131
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $21,560,482 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	14,002	-1,056	$4,051,618	+6.0%	18.79%
LLY	ELI LILLY & Co Healthcare	Reduced	2,330	-1	$2,794,672	+30.3%	12.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,978	-266	$1,901,476	+10.7%	8.82%
TT	Trane Technologies plc Industrials	Reduced	2,947	-408	$1,447,448	+3.5%	6.71%
MSFT	Microsoft Corp Technology	Reduced	3,869	-268	$1,443,214	−5.8%	6.69%
NVDA	Nvidia Corp Technology	Added	7,180	+1,166	$1,436,646	+37.0%	6.66%
XPO	XPO, Inc. Industrials	Held	5,844	0	$1,199,714	+5.5%	5.56%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,760	NEW	$880,686	NEW	4.08%
QQQ	Invesco Qqq Trust, Series 1	Added	1,136	+7	$836,550	+28.4%	3.88%
AMAT	Applied Materials Inc /De Technology	Held	910	0	$657,930	+111.5%	3.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,601	-811	$572,149	−17.4%	2.65%
SPY	Spdr S&P 500 ETF Trust	Added	736	+215	$549,622	+62.2%	2.55%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,507	-17	$479,477	−19.8%	2.22%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	10,812	0	$460,483	+5.2%	2.14%
META	Meta Platforms, Inc. Communication Services	Reduced	808	-6	$455,138	−2.3%	2.11%
TYL	Tyler Technologies Inc Technology	Held	1,492	0	$436,350	−14.6%	2.02%
HCA	HCA Healthcare, Inc. Healthcare	Held	891	0	$347,391	−17.6%	1.61%
JNJ	Johnson & Johnson Healthcare	NEW	1,119	NEW	$284,192	NEW	1.32%
QXO	QXO, Inc. Industrials	Held	15,930	0	$275,270	−11.0%	1.28%
AVGO	Broadcom Inc. Technology	NEW	581	NEW	$219,472	NEW	1.02%
PANW	Palo Alto Networks Inc Technology	NEW	628	NEW	$214,160	NEW	0.99%
JPM	Jpmorgan Chase & Co Financial Services	NEW	636	NEW	$208,181	NEW	0.97%
MRK	Merck & Co., Inc. Healthcare	NEW	1,598	NEW	$205,343	NEW	0.95%
RKLB	Rocket Lab Corp Industrials	Reduced	2,000	-2,033	$203,300	−21.5%	0.94%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.