Tenon Financial LLC

CIK

2020781

Location

METUCHEN, NJ

Portfolio Value

Micro $17,999,008

Diversification

Diversified

Filing Date

Global Rank

#7,815 / 8,605 ▲ 77 · as of Mar 2026

Top Industry

Consumer Electronics 22.5%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

9 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+36.5%

SPY

+44.6%

Annualised alpha

-3.1%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.2%

+0.0 pts

Top 5

59.0%

−2.6 pts

Top 10

80.9%

+1.8 pts

HHI

961

Diversified−23

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.5%	$7,473,068	6
Industrials	17.2%	$3,103,471	4
Healthcare	14.3%	$2,565,639	2
Consumer Cyclical	9.5%	$1,716,977	1
Unclassified	5.5%	$990,463	2
Communication Services	5.0%	$899,065	2
Financial Services	3.6%	$652,444	2
Energy	3.3%	$597,881	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,309	6,014	$1,048,841
AAPL	Apple Inc.	+666	15,058	$3,821,569
MSFT	Microsoft Corp	+376	4,137	$1,531,393
AMZN	Amazon Com Inc	+364	8,244	$1,716,977
GOOGL	Alphabet Inc.	+327	1,507	$433,352
QQQ	Invesco Qqq Trust, Series 1	+324	1,129	$651,636
XOM	Exxon Mobil Corp	+108	3,524	$597,881
META	Meta Platforms, Inc.	+49	814	$465,713
RKLB	Rocket Lab Corp	+33	4,033	$258,999
LLY	ELI LILLY & Co	+14	2,331	$2,143,983
PLTR	Palantir Technologies Inc.	+5	1,705	$249,407
SPY	Spdr S&P 500 ETF Trust	+1	521	$338,827
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPGI	S&P Global Inc.	−394	534	$214,883
TYL	Tyler Technologies Inc	−157	1,492	$510,830
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DIS	Walt Disney Co	1,942	$220,941
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $17,999,008 total · as of Mar 31, 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	Added	15,058	+666	$3,821,569	−2.3%	21.23%
LLY	ELI LILLY & Co Healthcare	Added	2,331	+14	$2,143,983	−13.9%	11.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,244	+364	$1,716,977	−5.6%	9.54%
MSFT	Microsoft Corp Technology	Added	4,137	+376	$1,531,393	−15.8%	8.51%
TT	Trane Technologies plc Industrials	Held	3,355	0	$1,398,162	+7.1%	7.77%
XPO	XPO, Inc. Industrials	Held	5,844	0	$1,136,950	+43.1%	6.32%
NVDA	Nvidia Corp Technology	Added	6,014	+2,309	$1,048,841	+51.8%	5.83%
QQQ	Invesco Qqq Trust, Series 1	Added	1,129	+324	$651,636	+31.8%	3.62%
XOM	Exxon Mobil Corp Energy	Added	3,524	+108	$597,881	+45.4%	3.32%
TYL	Tyler Technologies Inc Technology	Reduced	1,492	-157	$510,830	−31.8%	2.84%
META	Meta Platforms, Inc. Communication Services	Added	814	+49	$465,713	−7.8%	2.59%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	10,812	0	$437,561	−11.8%	2.43%
GOOGL	Alphabet Inc. Communication Services	Added	1,507	+327	$433,352	+17.3%	2.41%
HCA	HCA Healthcare, Inc. Healthcare	Held	891	0	$421,656	+1.4%	2.34%
SPY	Spdr S&P 500 ETF Trust	Added	521	+1	$338,827	−4.4%	1.88%
AMAT	Applied Materials Inc /De Technology	Held	910	0	$311,028	+33.0%	1.73%
QXO	QXO, Inc. Industrials	Held	15,930	0	$309,360	+0.7%	1.72%
RKLB	Rocket Lab Corp Industrials	Added	4,033	+33	$258,999	−7.2%	1.44%
PLTR	Palantir Technologies Inc. Technology	Added	1,705	+5	$249,407	−17.5%	1.39%
SPGI	S&P Global Inc. Financial Services	Reduced	534	-394	$214,883	−53.2%	1.19%