FORONJY FINANCIAL LLC

CIK

2040600

Location

Los Osos, CA

Portfolio Value

Micro $294,943

Diversification

Diversified

Filing Date

Global Rank

#7,866 / 8,586 ▲ 30

Top Industry

Aerospace & Defense 15.9%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+13.3%

SPY

+18.2%

Annualised alpha

-6.0%

Max drawdown

−10.4%

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

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

Top Position

11.4%

+2.3 pts

Top 5

43.8%

+4.9 pts

Top 10

64.0%

+5.2 pts

HHI

552

Diversified+92

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.7%	$5,144,239	5
Technology	24.0%	$3,769,311	7
Industrials	19.4%	$3,046,258	5
Healthcare	8.1%	$1,279,427	4
Communication Services	5.7%	$894,193	3
Financial Services	3.9%	$607,180	3
Consumer Cyclical	2.2%	$350,726	1
Utilities	2.1%	$322,216	1
Consumer Defensive	1.9%	$294,943	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
ETHA	iShares Ethereum Trust ETF	+3,331	21,269	$336,688
IBIT	iShares Bitcoin Trust ETF	+1,086	9,325	$358,266
QQQ	Invesco Qqq Trust, Series 1	+295	2,386	$1,377,151
GLDM	World Gold Trust	+218	19,242	$1,783,540
ANET	Arista Networks, Inc.	+149	2,171	$266,555
DIA	Spdr Dow Jones Industrial Average ETF Trust	+145	2,782	$1,288,594
PLTR	Palantir Technologies Inc.	+62	1,452	$212,398
PCG	PG&E Corp	+57	18,339	$322,216
AMGN	Amgen Inc	+33	1,019	$358,535
NFLX	Netflix Inc	+24	2,447	$235,279
JNJ	Johnson & Johnson	+16	1,230	$300,661
ORCL	Oracle Corp	+10	2,316	$340,706
META	Meta Platforms, Inc.	+1	731	$418,227
AMZN	Amazon Com Inc	+1	1,684	$350,726
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−461	4,798	$1,361,528
GEV	GE Vernova Inc.	−224	958	$836,238
LRCX	Lam Research Corp	−77	1,715	$366,426
NVDA	Nvidia Corp	−49	4,871	$849,502
RTX	RTX Corp	−37	1,664	$320,985
MSFT	Microsoft Corp	−36	1,778	$658,162
JPM	Jpmorgan Chase & Co	−20	758	$222,973
CAT	Caterpillar Inc	−12	459	$325,183
PH	Parker-Hannifin Corp	−4	226	$202,324
COST	Costco Wholesale Corp /New	−3	296	$294,943
MCK	Mckesson Corp	−2	257	$222,397
GOOGL	Alphabet Inc.	−2	837	$240,687
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	12,810	$152,439
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	368	$250,946
CRM	Salesforce, Inc.	924	$244,776
TSLA	Tesla, Inc.	536	$241,049
DHR	Danaher Corp /De/	1,010	$231,209
ADP	Automatic Data Processing Inc	875	$225,076
SNPS	Synopsys Inc	446	$209,495
CDNS	Cadence Design Systems Inc	655	$204,739
INTU	Intuit Inc.	306	$202,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $294,943 total · Consumer Defensive only · as of Mar 31, 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	History
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	296	-3	$294,943	+14.4%	100.00%