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Portfolio (Quarterly) Guide ↗

Tenzing Financial LLC

· CIK 0002111360
13F Portfolio $133M AUM 70 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 17 Reduced 4 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLCH FRANKLIN TEMPLETON ETF TR 39,342.0 $904K 0.68% +2K +4.8% $22.98 -2.4%
22 GOOG ALPHABET INC Communication Services 2,828.0 $903K 0.68% +30.0 +1.1% $319.25 +20.1%
23 FLBL FRANKLIN TEMPLETON ETF TR 25,673.0 $589K 0.44% +3K +14.3% $22.93 +0.7%
24 HYMB SPDR SERIES TRUST 21,875.0 $549K 0.41% +2K +12.5% $25.09 -0.7%
25 TSLA TESLA INC Consumer Cyclical 1,544.0 $544K 0.41% +27.0 +1.8% $352.42 +18.4%
26 FLMI FRANKLIN TEMPLETON ETF TR 18,270.0 $456K 0.34% +1K +7.0% $24.95 -0.8%
27 WMT WALMART INC Consumer Defensive 3,467.0 $432K 0.32% +104.0 +3.1% $124.55 +5.1%
28 IJR ISHARES TR 3,067.0 $404K 0.30% +36.0 +1.2% $131.81 +3.4%
29 XOM EXXON MOBIL CORP Energy 2,588.0 $395K 0.30% +50.0 +2.0% $152.67 +2.4%
30 MU MICRON TECHNOLOGY INC Technology 902.0 $385K 0.29% +28.0 +3.2% $426.64 +78.6%
31 AMAT APPLIED MATLS INC Technology 888.0 $351K 0.26% +22.0 +2.5% $395.60 +8.0%
32 CAT CATERPILLAR INC Industrials 439.0 $348K 0.26% +5.0 +1.1% $791.78 +9.4%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 903.0 $334K 0.25% +41.0 +4.8% $369.64 +8.7%
34 JNJ JOHNSON & JOHNSON Healthcare 1,372.0 $326K 0.24% +55.0 +4.2% $237.91 -2.6%
35 GE GE AEROSPACE Industrials 819.0 $255K 0.19% +9.0 +1.1% $311.94 -3.3%
36 VOO VANGUARD INDEX FDS 356.0 $225K 0.17% +20.0 +6.0% $630.72 +8.3%
37 VONE VANGUARD SCOTTSDALE FDS 689.0 $214K 0.16% +13.0 +1.9% $311.02 +7.7%
38 BBD BANCO BRADESCO S A Financial Services 14,705.0 $60K 0.04% +271.0 +1.9% $4.09 -13.0%
Page 2 of 2  ·  38 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 44.5%
Communication Services 15.3%
Financial Services 12.5%
Consumer Cyclical 8.1%
Healthcare 7.5%
Industrials 4.4%
Consumer Defensive 4.3%
Energy 2.0%
Utilities 1.5%