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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLV SELECT SECTOR SPDR TR 4,127.0 $611K 0.46% NEW $147.97 +0.1%
2 GEV GE VERNOVA INC Utilities 304.0 $301K 0.23% NEW $991.14 +5.3%
3 FERG FERGUSON ENTERPRISES INC Industrials 1,113.0 $288K 0.22% NEW $258.45 -13.4%
4 LRCX LAM RESEARCH CORP Technology 984.0 $263K 0.20% NEW $267.34 +13.1%
5 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 217.0 $213K 0.16% NEW $981.91 +7.0%
6 INTC INTEL CORP Technology 3,120.0 $203K 0.15% NEW $65.19 +81.8%

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%