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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 18 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SOLS SOLSTICE ADVANCED MATERIALS ORD Basic Materials 1,000.0 $88K 0.03% NEW $88.00 -31.7%
342 AR ANTERO RESOURCES ORD Energy 2,500.0 $87K 0.03% NEW $34.80 +6.4%
343 MDT MEDTRONIC ORD Healthcare 1,100.0 $86K 0.03% NEW $78.18 +17.8%
344 BRZE BRAZE CL A ORD Technology 4,000.0 $86K 0.03% -1K -26.3% $21.50 +35.4%
345 CANADIAN PACIFIC KANSAS CITY ORD 1,000.0 $86K 0.03% $86.00
346 ONTO ONTO INNOVATION ORD Technology 220.0 $83K 0.03% -1K -83.7% $377.27 -16.4%
347 OBE OBSIDIAN ENERGY ORD Energy 10,000.0 $81K 0.03% NEW $8.10 +43.3%
348 PBR PETROLEO BRASILEIRO ADR REPSTG 2 ORD Energy 4,960.0 $80K 0.03% +4K +552.6% $16.13 +12.7%
349 SKM SK TELECOM ADR REPRESENT 5 9TH ORD Communication Services 2,500.0 $80K 0.03% -3K -54.5% $32.00 +20.0%
350 TLN TALEN ENERGY ORD Utilities 206.0 $79K 0.03% NEW $383.50 -17.2%
351 DIGI POWER X ORD 14,500.0 $79K 0.03% NEW $5.45
352 TROW T ROWE PRICE GROUP ORD Financial Services 700.0 $79K 0.03% NEW $112.86 -2.2%
353 BOOM DMC GLOBAL ORD Energy 13,520.0 $78K 0.03% -2K -15.4% $5.77 +22.7%
354 TRUBRIDGE ORD 3,000.0 $78K 0.03% NEW $26.00
355 SENEB SENECA FOODS CL B ORD Consumer Defensive 450.0 $78K 0.03% $173.33 +10.7%
356 UPST UPSTART HOLDINGS ORD Financial Services 2,199.0 $77K 0.03% NEW $35.02 -16.9%
357 QURE UNIQURE ORD Healthcare 1,680.0 $77K 0.03% +309.0 +22.5% $45.83 +3.4%
358 MRK MERCK & CO ORD Healthcare 596.0 $76K 0.03% -304.0 -33.8% $127.52 +6.0%
359 RSKD RISKIFIED CL A ORD Technology 15,110.0 $76K 0.03% $5.03 +22.5%
360 MCK MCKESSON ORD Healthcare 100.0 $75K 0.03% $750.00 +15.9%
Page 18 of 50  ·  981 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%