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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 6 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TGT TARGET ORD Consumer Defensive 6,300.0 $822K 0.29% +3K +96.9% $130.48 +15.7%
102 SEAGATE TECHNOLOGY HOLDINGS ORD 849.0 $819K 0.29% NEW $964.66
103 CLS CELESTICA ORD Technology 2,245.0 $818K 0.29% NEW $364.37 -6.6%
104 MUX MCEWEN ORD Basic Materials 44,988.0 $815K 0.29% +21K +87.5% $18.12 +4.1%
105 GLD CALL SPDR GOLD SHARES ETF Financial Services 2,206.0 $812K 0.29% NEW $368.09 +10.2%
106 FLEX FLEX ORD Technology 5,000.0 $810K 0.29% NEW $162.00 -19.8%
107 TEAM ATLASSIAN CL A ORD Technology 10,420.0 $810K 0.29% +10K +1503.1% $77.74 +103.7%
108 SONY SONY GROUP ADR REP ORD Technology 40,000.0 $802K 0.29% NEW $20.05 +18.2%
109 BIDU BAIDU ADS REP 8 CL A ORD Communication Services 6,999.0 $799K 0.29% +4K +101.3% $114.16 -8.8%
110 CAT CATERPILLAR ORD Industrials 750.0 $798K 0.29% NEW $1064.00 -17.1%
111 FIX COMFORT SYSTEMS USA ORD Industrials 400.0 $792K 0.28% -100.0 -20.0% $1980.00 -5.0%
112 RBRK RUBRIK CL A ORD Technology 9,677.0 $776K 0.28% +5K +112.7% $80.19 +26.0%
113 DIS WALT DISNEY ORD Communication Services 8,000.0 $770K 0.28% NEW $96.25 +7.5%
114 JBL JABIL ORD Technology 2,000.0 $770K 0.28% NEW $385.00 -3.9%
115 FORTINET ORD 5,000.0 $768K 0.28% NEW $153.60
116 KMB KIMBERLY CLARK ORD Consumer Defensive 6,965.0 $764K 0.28% -8K -51.9% $109.69 -1.6%
117 BOLD EAGLE ACQUISITION CL A ORD 71,400.0 $762K 0.27% $10.67
118 VSCO VICTORIA S SECRET ORD Consumer Cyclical 9,000.0 $751K 0.27% +8K +1143.1% $83.44 +11.5%
119 DAVE CL A ORD 2,000.0 $745K 0.27% NEW $372.50
120 BHF BRIGHTHOUSE FINANCIAL ORD Financial Services 11,680.0 $739K 0.27% +6K +125.5% $63.27 -11.9%
Page 6 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%