FORONJY FINANCIAL LLC

CIK

2040600

Location

Los Osos, CA

Portfolio Value

Micro $20,387,298

Diversification

Diversified

Filing Date

Global Rank

#7,779 / 8,517 ▲ 427

Top Industry

Aerospace & Defense 10.5%

3Y Alpha vs SPY

+14.1%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

5 quarters · since Jun 2025

Clone Performance

Aug 2025–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

+33.1%

SPY

+20.4%

Annualised alpha

+12.7%

Max drawdown

−9.7%

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 5 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.1%

+0.3 pts

Top 5

35.9%

−2.8 pts

Top 10

53.6%

−7.9 pts

HHI

412

Diversified−75

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.5%	$6,014,280	13
Unclassified	28.3%	$5,775,048	5
Industrials	15.3%	$3,110,765	6
Healthcare	9.9%	$2,017,241	6
Consumer Cyclical	5.4%	$1,095,022	4
Financial Services	5.0%	$1,029,351	4
Communication Services	3.9%	$799,882	2
Utilities	1.4%	$292,197	1
Consumer Defensive	1.2%	$253,512	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+1,863	11,188	$372,448
RTX	RTX Corp	+620	2,284	$433,343
GLDM	World Gold Trust	+536	19,778	$1,570,768
PLTR	Palantir Technologies Inc.	+532	1,984	$231,473
QQQ	Invesco Qqq Trust, Series 1	+423	2,809	$2,068,547
JPM	Jpmorgan Chase & Co	+263	1,021	$334,203
ORCL	Oracle Corp	+255	2,571	$376,780
ANET	Arista Networks, Inc.	+194	2,365	$401,766
DIA	Spdr Dow Jones Industrial Average ETF Trust	+176	2,958	$1,545,229
META	Meta Platforms, Inc.	+158	889	$500,764
MCK	Mckesson Corp	+100	357	$269,749
JNJ	Johnson & Johnson	+80	1,310	$332,700
AMZN	Amazon Com Inc	+49	1,733	$413,043
NVDA	Nvidia Corp	+23	4,894	$979,240
MSFT	Microsoft Corp	+5	1,783	$665,094
AMGN	Amgen Inc	+1	1,020	$369,362
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−2,429	2,369	$885,366
GOOGL	Alphabet Inc.	−1,463	837	$299,118
PCG	PG&E Corp	−967	17,372	$292,197
AAPL	Apple Inc.	−226	4,012	$1,160,912
GEV	GE Vernova Inc.	−201	757	$889,369
LRCX	Lam Research Corp	−176	1,539	$666,894
COST	Costco Wholesale Corp /New	−25	271	$253,512
CAT	Caterpillar Inc	−19	440	$468,556
PH	Parker-Hannifin Corp	−3	223	$218,120
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	327	$392,213
ABBV	AbbVie Inc.	1,232	$310,020
CDNS	Cadence Design Systems Inc	759	$284,867
APH	Amphenol Corp /De/	1,599	$281,935
MU	Micron Technology Inc	217	$250,480
KLAC	Kla Corp	822	$248,005
CASY	Caseys General Stores Inc	297	$236,052
JBL	Jabil Inc	607	$233,986
SNPS	Synopsys Inc	522	$232,848
TJX	Tjx Companies Inc /De/	1,497	$226,795
TSLA	Tesla, Inc.	521	$219,132
SPY	Spdr S&P 500 ETF Trust	292	$218,056
LMT	Lockheed Martin Corp	424	$216,011
BRK-B	Berkshire Hathaway Inc	431	$215,668
IBKR	Interactive Brokers Group, Inc.	2,412	$209,940
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XLB	State Street Materials Select Sector SPDR ETF	24,914	$1,244,952
BAPR	Innovator U.S. Equity Buffer ETF - April	14,635	$716,822
FCAL	First Trust California Municipal High income ETF	9,256	$452,525
NFLX	Netflix Inc	2,447	$235,279
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	12,810	$152,439
ETHA	iShares Ethereum Trust ETF	21,269	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $20,387,298 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	2,809	+423	$2,068,547	+50.2%	10.15%
GLDM	World Gold Trust	Added	19,778	+536	$1,570,768	−11.9%	7.70%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	2,958	+176	$1,545,229	+19.9%	7.58%
AAPL	Apple Inc. Technology	Reduced	4,012	-226	$1,160,912	+7.9%	5.69%
NVDA	Nvidia Corp Technology	Added	4,894	+23	$979,240	+15.3%	4.80%
GEV	GE Vernova Inc. Industrials	Reduced	757	-201	$889,369	+6.4%	4.36%
GE	General Electric Co Industrials	Reduced	2,369	-2,429	$885,366	−35.0%	4.34%
LRCX	Lam Research Corp Technology	Reduced	1,539	-176	$666,894	+82.0%	3.27%
MSFT	Microsoft Corp Technology	Added	1,783	+5	$665,094	+1.1%	3.26%
META	Meta Platforms, Inc. Communication Services	Added	889	+158	$500,764	+19.7%	2.46%
CAT	Caterpillar Inc Industrials	Reduced	440	-19	$468,556	+44.1%	2.30%
RTX	RTX Corp Industrials	Added	2,284	+620	$433,343	+35.0%	2.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,733	+49	$413,043	+17.8%	2.03%
ANET	Arista Networks, Inc. Technology	Added	2,365	+194	$401,766	+50.7%	1.97%
LLY	ELI LILLY & Co Healthcare	NEW	327	NEW	$392,213	NEW	1.92%
ORCL	Oracle Corp Technology	Added	2,571	+255	$376,780	+10.6%	1.85%
IBIT	iShares Bitcoin Trust ETF	Added	11,188	+1,863	$372,448	+4.0%	1.83%
AMGN	Amgen Inc Healthcare	Added	1,020	+1	$369,362	+3.0%	1.81%
ISRG	Intuitive Surgical Inc Healthcare	Held	863	0	$343,197	−13.7%	1.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,021	+263	$334,203	+49.9%	1.64%
JNJ	Johnson & Johnson Healthcare	Added	1,310	+80	$332,700	+10.7%	1.63%
ABBV	AbbVie Inc. Healthcare	NEW	1,232	NEW	$310,020	NEW	1.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	837	-1,463	$299,118	−54.7%	1.47%
PCG	PG&E Corp Utilities	Reduced	17,372	-967	$292,197	−9.3%	1.43%
CDNS	Cadence Design Systems Inc Technology	NEW	759	NEW	$284,867	NEW	1.40%
APH	Amphenol Corp /De/ Technology	NEW	1,599	NEW	$281,935	NEW	1.38%
MCK	Mckesson Corp Healthcare	Added	357	+100	$269,749	+21.3%	1.32%
CVBF	Cvb Financial Corp Financial Services	Held	11,953	0	$269,540	+16.3%	1.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	271	-25	$253,512	−14.0%	1.24%
MU	Micron Technology Inc Technology	NEW	217	NEW	$250,480	NEW	1.23%
KLAC	Kla Corp Technology	NEW	822	NEW	$248,005	NEW	1.22%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	297	NEW	$236,052	NEW	1.16%
JBL	Jabil Inc Technology	NEW	607	NEW	$233,986	NEW	1.15%
SNPS	Synopsys Inc Technology	NEW	522	NEW	$232,848	NEW	1.14%
PLTR	Palantir Technologies Inc. Technology	Added	1,984	+532	$231,473	+9.0%	1.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,497	NEW	$226,795	NEW	1.11%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	521	NEW	$219,132	NEW	1.07%
PH	Parker-Hannifin Corp Industrials	Reduced	223	-3	$218,120	+7.8%	1.07%
SPY	Spdr S&P 500 ETF Trust	NEW	292	NEW	$218,056	NEW	1.07%
LMT	Lockheed Martin Corp Industrials	NEW	424	NEW	$216,011	NEW	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	431	NEW	$215,668	NEW	1.06%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	2,412	NEW	$209,940	NEW	1.03%

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.