Foronjy Financial LLC
Net buyer this quarter
$272M
48
+$3.45M
6.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPMD | $5.41M | 1.99% | Not reported | +13.6% | Q2 2025 |
 QQQ | $2.07M | 0.76% | Not reported | +17.7% | Q2 2025 |
| GLDM | $1.57M | 0.58% | 0.01% | +2.8% | Q3 2025 |
| DIA | $1.55M | 0.57% | Not reported | +6.3% | Q2 2025 |
 AAPL | $1.16M | 0.43% | 0.00% | -5.3% | Q2 2025 |
 BOCT | $1.03M | 0.38% | Not reported | +35.7% | Q4 2025 |
 NVDA | $979K | 0.36% | 0.00% | +0.5% | Q2 2025 |
 GEV | $889K | 0.33% | 0.00% | -21.0% | Q2 2025 |
 GE | $885K | 0.33% | 0.00% | -50.6% | Q2 2025 |
 LRCX | $667K | 0.25% | 0.00% | -10.3% | Q2 2025 |
 MSFT | $665K | 0.24% | 0.00% | +0.3% | Q2 2025 |
 GOOG | $576K | 0.21% | Not reported | +11.5% | Q3 2025 |
 META | $501K | 0.18% | Not reported | +21.6% | Q2 2025 |
 CAT | $468K | 0.17% | 0.00% | -4.1% | Q2 2025 |
 RTX | $433K | 0.16% | 0.00% | +37.3% | Q2 2025 |
 FLDR | $418K | 0.15% | Not reported | -41.6% | Q2 2025 |
 AMZN | $413K | 0.15% | 0.00% | +2.9% | Q2 2025 |
| SPYX | $410K | 0.15% | Not reported | -2.9% | Q2 2025 |
 ANET | $402K | 0.15% | 0.00% | +8.9% | Q2 2025 |
 LLY | $392K | 0.14% | 0.00% | New | Q2 2026 |
 ORCL | $377K | 0.14% | 0.00% | +11.0% | Q2 2025 |
 IBIT | $372K | 0.14% | 0.00% | +20.0% | Q3 2025 |
 AMGN | $369K | 0.14% | 0.00% | +0.1% | Q2 2025 |
 FCAL | $352K | 0.13% | 0.02% | -23.5% | Q2 2025 |
 ISRG | $343K | 0.13% | 0.00% | Not reported | Q2 2025 |
 JPM | $334K | 0.12% | 0.00% | +34.7% | Q2 2025 |
 JNJ | $333K | 0.12% | 0.00% | +6.5% | Q2 2025 |
 ABBV | $310K | 0.11% | 0.00% | New | Q2 2026 |
| GOOGL | $299K | 0.11% | 0.00% | Not reported | Q2 2025 |
 PCG | $292K | 0.11% | 0.00% | -5.3% | Q2 2025 |
 CDNS | $285K | 0.10% | 0.00% | Not reported | Q2 2025 |
 APH | $282K | 0.10% | 0.00% | New | Q2 2026 |
 MCK | $270K | 0.10% | 0.00% | +38.9% | Q3 2025 |
 CVBF | $270K | 0.10% | 0.01% | Not reported | Q2 2025 |
 COST | $254K | 0.09% | 0.00% | -8.5% | Q2 2025 |
 MU | $250K | 0.09% | 0.00% | New | Q2 2026 |
 KLAC | $248K | 0.09% | 0.00% | New | Q2 2026 |
 CASY | $236K | 0.09% | 0.00% | New | Q2 2026 |
 JBL | $234K | 0.09% | 0.00% | New | Q2 2026 |
 SNPS | $233K | 0.09% | 0.00% | Not reported | Q2 2025 |
 PLTR | $231K | 0.09% | 0.00% | +36.6% | Q3 2025 |
 TJX | $227K | 0.08% | 0.00% | New | Q2 2026 |
 TSLA | $219K | 0.08% | 0.00% | Not reported | Q2 2025 |
 PH | $218K | 0.08% | 0.00% | -1.3% | Q2 2025 |
| SPY | $218K | 0.08% | Not reported | Not reported | Q3 2025 |
 BRK.B | $216K | 0.08% | Not reported | Not reported | Q2 2025 |
 LMT | $216K | 0.08% | 0.00% | Not reported | Q2 2025 |
 IBKR | $210K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPMD | $4.18M | 1.74% | Not reported | +1.9% | Q2 2025 |
| GLDM | $1.78M | 0.74% | 0.01% | +1.2% | Q3 2025 |
| QQQ | $1.38M | 0.57% | Not reported | +14.1% | Q2 2025 |
| GE | $1.36M | 0.57% | 0.00% | -8.8% | Q2 2025 |
| DIA | $1.29M | 0.54% | Not reported | +5.5% | Q2 2025 |
| AAPL | $1.08M | 0.45% | 0.00% | Not reported | Q2 2025 |
| NVDA | $850K | 0.35% | 0.00% | -1.0% | Q2 2025 |
| GEV | $836K | 0.35% | 0.00% | -19.0% | Q2 2025 |
| FLDR | $714K | 0.30% | Not reported | -0.1% | Q2 2025 |
| BOCT | $686K | 0.29% | Not reported | +20.0% | Q4 2025 |
| MSFT | $658K | 0.27% | 0.00% | -2.0% | Q2 2025 |
| FCAL | $453K | 0.19% | 0.03% | -8.3% | Q2 2025 |
| GOOG | $420K | 0.17% | Not reported | -0.1% | Q3 2025 |
| META | $419K | 0.17% | Not reported | +0.1% | Q2 2025 |
| ISRG | $398K | 0.17% | 0.00% | Not reported | Q2 2025 |
| SPYX | $366K | 0.15% | Not reported | -1.2% | Q2 2025 |
| LRCX | $366K | 0.15% | 0.00% | -4.3% | Q2 2025 |
| AMGN | $358K | 0.15% | 0.00% | +3.4% | Q2 2025 |
| IBIT | $358K | 0.15% | 0.00% | +13.2% | Q3 2025 |
| AMZN | $351K | 0.15% | 0.00% | +0.1% | Q2 2025 |
| ORCL | $341K | 0.14% | 0.00% | +0.4% | Q2 2025 |
| ETHA | $337K | 0.14% | 0.00% | +18.6% | Q3 2025 |
| CAT | $325K | 0.14% | 0.00% | -2.6% | Q2 2025 |
| PCG | $322K | 0.13% | 0.00% | +0.3% | Q2 2025 |
| RTX | $321K | 0.13% | 0.00% | -2.2% | Q2 2025 |
| JNJ | $301K | 0.12% | 0.00% | +1.3% | Q2 2025 |
| COST | $295K | 0.12% | 0.00% | -1.0% | Q2 2025 |
| ANET | $267K | 0.11% | 0.00% | +7.4% | Q2 2025 |
| GOOGL | $241K | 0.10% | 0.00% | -0.2% | Q2 2025 |
 NFLX | $235K | 0.10% | 0.00% | +1.0% | Q2 2025 |
| CVBF | $232K | 0.10% | 0.01% | Not reported | Q2 2025 |
| JPM | $223K | 0.09% | 0.00% | -2.6% | Q2 2025 |
| MCK | $223K | 0.09% | 0.00% | -0.8% | Q3 2025 |
| PLTR | $212K | 0.09% | 0.00% | +4.5% | Q3 2025 |
| PH | $202K | 0.08% | 0.00% | -1.7% | Q2 2025 |
 NKX | $152K | 0.06% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SPMD | $4.01M | 1.67% | Not reported | -11.1% | Q2 2025 |
| GLDM | $1.62M | 0.68% | 0.01% | +27.7% | Q3 2025 |
| GE | $1.62M | 0.68% | 0.00% | +5.6% | Q2 2025 |
| QQQ | $1.28M | 0.54% | Not reported | -4.6% | Q2 2025 |
| DIA | $1.27M | 0.53% | Not reported | +0.2% | Q2 2025 |
| AAPL | $1.15M | 0.48% | 0.00% | -4.7% | Q2 2025 |
| NVDA | $918K | 0.38% | 0.00% | +0.2% | Q2 2025 |
| MSFT | $877K | 0.37% | 0.00% | +9.6% | Q2 2025 |
| GEV | $773K | 0.32% | 0.00% | +5.5% | Q2 2025 |
| FLDR | $718K | 0.30% | Not reported | +4.3% | Q2 2025 |
| BOCT | $589K | 0.25% | Not reported | New | Q4 2025 |
| FCAL | $498K | 0.21% | 0.03% | -39.2% | Q2 2025 |
| ISRG | $489K | 0.20% | 0.00% | Not reported | Q2 2025 |
| META | $482K | 0.20% | Not reported | +10.8% | Q2 2025 |
| GOOG | $460K | 0.19% | Not reported | -11.5% | Q3 2025 |
| ORCL | $449K | 0.19% | 0.00% | +16.6% | Q2 2025 |
| IBIT | $409K | 0.17% | 0.00% | -5.8% | Q3 2025 |
| ETHA | $402K | 0.17% | 0.00% | -1.1% | Q3 2025 |
| SPYX | $393K | 0.16% | Not reported | -2.4% | Q2 2025 |
| AMZN | $388K | 0.16% | 0.00% | -2.8% | Q2 2025 |
| AMGN | $323K | 0.13% | 0.00% | Not reported | Q2 2025 |
| RTX | $312K | 0.13% | 0.00% | -5.9% | Q2 2025 |
| LRCX | $307K | 0.13% | 0.00% | -15.4% | Q2 2025 |
| PCG | $294K | 0.12% | 0.00% | +0.2% | Q2 2025 |
| CAT | $270K | 0.11% | 0.00% | -14.4% | Q2 2025 |
| ANET | $265K | 0.11% | 0.00% | +2.9% | Q2 2025 |
| GOOGL | $262K | 0.11% | 0.00% | -3.8% | Q2 2025 |
| COST | $258K | 0.11% | 0.00% | +15.0% | Q2 2025 |
| JNJ | $251K | 0.10% | 0.00% | -10.4% | Q2 2025 |
| SPY | $251K | 0.10% | Not reported | +20.7% | Q3 2025 |
| JPM | $251K | 0.10% | 0.00% | -2.8% | Q2 2025 |
| PLTR | $247K | 0.10% | 0.00% | +4.0% | Q3 2025 |
 CRM | $245K | 0.10% | 0.00% | -9.6% | Q2 2025 |
| TSLA | $241K | 0.10% | 0.00% | -4.1% | Q2 2025 |
 DHR | $231K | 0.10% | 0.00% | -17.7% | Q2 2025 |
| NFLX | $227K | 0.09% | 0.00% | +20.6% | Q2 2025 |
 ADP | $225K | 0.09% | 0.00% | +0.6% | Q2 2025 |
| CVBF | $222K | 0.09% | 0.01% | Not reported | Q2 2025 |
| MCK | $212K | 0.09% | 0.00% | -4.4% | Q3 2025 |
| SNPS | $210K | 0.09% | 0.00% | +5.2% | Q2 2025 |
| CDNS | $205K | 0.09% | 0.00% | +7.2% | Q2 2025 |
 INTU | $202K | 0.08% | 0.00% | +1.7% | Q2 2025 |
| PH | $202K | 0.08% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| SPMD | $4.46M | 1.95% | Not reported | -6.2% | Q2 2025 |
| GE | $1.5M | 0.66% | 0.00% | -5.2% | Q2 2025 |
| QQQ | $1.32M | 0.58% | Not reported | -6.6% | Q2 2025 |
| DIA | $1.22M | 0.53% | Not reported | +7.0% | Q2 2025 |
| GLDM | $1.14M | 0.50% | 0.01% | New | Q3 2025 |
| AAPL | $1.13M | 0.50% | 0.00% | -9.3% | Q2 2025 |
| NVDA | $916K | 0.40% | 0.00% | +13.4% | Q2 2025 |
| MSFT | $857K | 0.38% | 0.00% | +5.8% | Q2 2025 |
| FCAL | $809K | 0.35% | 0.06% | -3.9% | Q2 2025 |
| GEV | $689K | 0.30% | 0.00% | +0.1% | Q2 2025 |
| FLDR | $688K | 0.30% | Not reported | +14.6% | Q2 2025 |
| ETHA | $571K | 0.25% | 0.00% | New | Q3 2025 |
| IBIT | $568K | 0.25% | 0.00% | New | Q3 2025 |
| ORCL | $556K | 0.24% | 0.00% | -20.7% | Q2 2025 |
| META | $484K | 0.21% | Not reported | +28.0% | Q2 2025 |
| GOOG | $403K | 0.18% | Not reported | New | Q3 2025 |
| SPYX | $393K | 0.17% | Not reported | +38.9% | Q2 2025 |
| ISRG | $386K | 0.17% | 0.00% | Not reported | Q2 2025 |
| AMZN | $380K | 0.17% | 0.00% | -6.9% | Q2 2025 |
 XOM | $323K | 0.14% | 0.00% | -31.1% | Q2 2025 |
| RTX | $302K | 0.13% | 0.00% | -33.0% | Q2 2025 |
| ANET | $286K | 0.13% | 0.00% | -25.5% | Q2 2025 |
| LRCX | $283K | 0.12% | 0.00% | -30.2% | Q2 2025 |
| AMGN | $278K | 0.12% | 0.00% | +0.1% | Q2 2025 |
| PCG | $275K | 0.12% | 0.00% | +0.2% | Q2 2025 |
| CAT | $263K | 0.12% | 0.00% | -27.6% | Q2 2025 |
| ADP | $255K | 0.11% | 0.00% | +10.4% | Q2 2025 |
| JPM | $252K | 0.11% | 0.00% | -40.7% | Q2 2025 |
| JNJ | $251K | 0.11% | 0.00% | -14.9% | Q2 2025 |
| TSLA | $249K | 0.11% | 0.00% | -38.8% | Q2 2025 |
| PLTR | $244K | 0.11% | 0.00% | New | Q3 2025 |
| DHR | $243K | 0.11% | 0.00% | +15.9% | Q2 2025 |
| CRM | $242K | 0.11% | 0.00% | +17.3% | Q2 2025 |
| NFLX | $242K | 0.11% | 0.00% | -13.4% | Q2 2025 |
| COST | $240K | 0.11% | 0.00% | +2.8% | Q2 2025 |
| BRK.B | $233K | 0.10% | Not reported | -30.5% | Q2 2025 |
| CVBF | $226K | 0.10% | 0.01% | Not reported | Q2 2025 |
| CDNS | $214K | 0.09% | 0.00% | -16.0% | Q2 2025 |
| GOOGL | $212K | 0.09% | 0.00% | -56.4% | Q2 2025 |
| SNPS | $209K | 0.09% | 0.00% | -2.1% | Q2 2025 |
| MCK | $209K | 0.09% | 0.00% | New | Q3 2025 |
| INTU | $206K | 0.09% | 0.00% | -3.2% | Q2 2025 |
| SPY | $203K | 0.09% | Not reported | New | Q3 2025 |