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Portfolio (Quarterly) Guide ↗

FNY Investment Advisers, LLC

· CIK 0001742998
13F Portfolio $278M AUM 989 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 148 Added 199 Reduced 262 Exited
Page 3 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR ORD Industrials 750.0 $798K 0.29% NEW $1064.00 -17.1%
42 DIS WALT DISNEY ORD Communication Services 8,000.0 $770K 0.28% NEW $96.25 +7.5%
43 JBL JABIL ORD Technology 2,000.0 $770K 0.28% NEW $385.00 -3.9%
44 FORTINET ORD 5,000.0 $768K 0.28% NEW $153.60
45 DAVE CL A ORD 2,000.0 $745K 0.27% NEW $372.50
46 TWLO TWILIO CL A ORD Communication Services 3,500.0 $722K 0.26% NEW $206.29 +10.8%
47 AMKR AMKOR TECHNOLOGY ORD Technology 8,311.0 $716K 0.26% NEW $86.15 -28.8%
48 VIAV VIAVI SOLUTIONS ORD Technology 15,010.0 $716K 0.26% NEW $47.70 -3.0%
49 PENG PENGUIN SOLUTIONS ORD Technology 9,396.0 $714K 0.26% NEW $75.99 -17.0%
50 SPACE EXPLORATION TECH CL A ORD 4,161.0 $710K 0.26% NEW $170.63
51 APOGEE THERAPEUTICS ORD 5,000.0 $663K 0.24% NEW $132.60
52 AMPG AMPLITECH GROUP ORD Technology 92,500.0 $643K 0.23% NEW $6.95 -46.8%
53 MXL MAXLINEAR ORD Technology 5,000.0 $640K 0.23% NEW $128.00 -33.8%
54 BE BLOOM ENERGY CL A ORD Industrials 2,052.0 $621K 0.22% NEW $302.63 -23.3%
55 CRDO CREDO TECHNOLOGY GROUP HOLDING ORD Technology 2,250.0 $611K 0.22% NEW $271.56 +4.1%
56 GBANK FINL HLDGS ORD 20,100.0 $609K 0.22% NEW $30.30
57 BBY BEST BUY ORD Consumer Cyclical 7,700.0 $584K 0.21% NEW $75.84 +12.7%
58 PDC PERPETUALS ADS Technology 97,281.0 $573K 0.21% NEW $5.89 -47.2%
59 ATLX ATLAS LITHIUM ORD Basic Materials 152,498.0 $562K 0.20% NEW $3.69 -15.6%
60 UMC UNITED MICR ELCTRNS ADR REP 5 ORD Technology 20,000.0 $544K 0.20% NEW $27.20 -28.2%
Page 3 of 21  ·  405 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Healthcare 16.0%
Financial Services 11.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Utilities 5.8%
Basic Materials 5.3%
Consumer Defensive 5.2%
Communication Services 4.1%
Energy 2.6%