FORONJY FINANCIAL LLC — 13F Holdings & Portfolio

CIK 2040600 · latest 13F-HR filed 2026-04-24

FORONJY FINANCIAL LLC manages $240.6M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IEI (6.76%), BSCU (6.70%), VGT (6.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 8, added to 24, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$240.6M

Long-equity book

Holdings

97

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+1 / −8 / ↑24 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$817.9K +43.0%
  • SELECT SECTOR SPDR TR$514.8K +9.2%
  • SELECT SECTOR SPDR TR$382.3K +11.6%
  • SELECT SECTOR SPDR TR$227.2K +12.9%
  • GLOBAL X FDS$194.3K +10.5%
Show all 24

Top Trims

  • ISHARES TR-$392.9K -5.3%
  • GE AEROSPACE-$258.5K -16.0%
  • MICROSOFT CORP-$219.1K -25.0%
  • SPDR SERIES TRUST-$152.2K -8.0%
  • ISHARES TR-$150.0K -7.3%
Show all 28

New Positions

  • NUVEEN CALIF AMT FREE MUNI I$152.4K
Show all 1

Exited Positions

  • SPDR S&P 500 ETF TR$251.0K
  • SALESFORCE INC$244.8K
  • TESLA INC$241.1K
  • DANAHER CORPORATION$231.1K
  • AUTOMATIC DATA PROCESSING IN$225.1K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IEI 464288661 $16.3M 6.76% 137,157 SH
2 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $16.1M 6.70% 963,719 SH
3 VANGUARD WORLD FD VGT 92204A702 $15.8M 6.57% 22,655 SH
4 INVESCO EXCH TRD SLF IDX FD BSCW 46139W858 $14.4M 5.98% 698,863 SH
5 ISHARES TR SHYG 46434V407 $12.2M 5.06% 287,637 SH
6 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $10.9M 4.53% 217,516 SH
7 SPDR SERIES TRUST SPYV 78464A508 $10.7M 4.43% 188,494 SH
8 SELECT SECTOR SPDR TR XLK 81369Y803 $9.4M 3.89% 70,459 SH
9 SELECT SECTOR SPDR TR XLF 81369Y605 $8.6M 3.59% 175,055 SH
10 SELECT SECTOR SPDR TR XLC 81369Y852 $7.6M 3.15% 68,272 SH
11 SELECT SECTOR SPDR TR XLV 81369Y209 $7.1M 2.94% 48,170 SH
12 ISHARES TR IWY 464289438 $7.0M 2.93% 28,303 SH
13 SELECT SECTOR SPDR TR XLY 81369Y407 $6.9M 2.88% 63,614 SH
14 ISHARES TR IBTJ 46436E825 $6.5M 2.70% 296,824 SH
15 ISHARES TR IBTL 46436E460 $6.5M 2.68% 316,496 SH
16 SELECT SECTOR SPDR TR XLI 81369Y704 $6.1M 2.54% 37,791 SH
17 SPDR INDEX SHS FDS SPGM 78463X475 $5.6M 2.34% 74,290 SH
18 VANGUARD INDEX FDS VUG 922908736 $5.2M 2.17% 11,948 SH
19 SPDR SERIES TRUST SPMD 78464A847 $4.2M 1.74% 70,575 SH
20 SELECT SECTOR SPDR TR XLP 81369Y308 $3.7M 1.53% 44,763 SH
21 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $3.6M 1.49% 65,663 SH
22 FIDELITY MERRIMACK STR TR FBND 316188309 $2.7M 1.14% 59,973 SH
23 SELECT SECTOR SPDR TR XLE 81369Y506 $2.7M 1.13% 44,390 SH
24 GLOBAL X FDS PAVE 37954Y673 $2.0M 0.85% 40,219 SH
25 SELECT SECTOR SPDR TR XLU 81369Y886 $2.0M 0.83% 43,350 SH
26 SPDR SERIES TRUST SHM 78468R739 $1.9M 0.80% 40,317 SH
27 ISHARES TR SUB 464288158 $1.9M 0.79% 17,805 SH
28 SPDR SERIES TRUST VLU 78464A128 $1.9M 0.78% 8,759 SH
29 INVESCO EXCHANGE TRADED FD T EQWL 46137V449 $1.8M 0.76% 15,957 SH
30 WORLD GOLD TR GLDM 98149E303 $1.8M 0.74% 19,242 SH
31 SPDR SERIES TRUST SPYM 78464A854 $1.8M 0.73% 22,965 SH
32 SPDR SERIES TRUST TFI 78468R721 $1.6M 0.68% 35,947 SH
33 ISHARES TR CMF 464288356 $1.6M 0.67% 28,285 SH
34 ISHARES TR MUB 464288414 $1.6M 0.65% 14,775 SH
35 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.4M 0.60% 35,083 SH
36 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $1.4M 0.58% 12,988 SH
37 INVESCO QQQ TR QQQ 46090E103 $1.4M 0.57% 2,386 SH
38 GE AEROSPACE GE 369604301 $1.4M 0.57% 4,798 SH
39 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.3M 0.54% 2,782 SH
40 SELECT SECTOR SPDR TR XLB 81369Y100 $1.2M 0.52% 24,914 SH
41 APPLE INC AAPL 037833100 $1.1M 0.45% 4,238 SH
42 SPDR SERIES TRUST KIE 78464A789 $862.4K 0.36% 15,681 SH
43 NVIDIA CORPORATION NVDA 67066G104 $849.5K 0.35% 4,871 SH
44 GE VERNOVA INC GEV 36828A101 $836.4K 0.35% 958 SH
45 INNOVATOR ETFS TRUST BUFB 45783Y756 $791.7K 0.33% 22,048 SH
46 INNOVATOR ETFS TRUST BAPR 45782C888 $716.8K 0.30% 14,635 SH
47 FIDELITY MERRIMACK STR TR FLDR 316188408 $714.4K 0.30% 14,274 SH
48 INNOVATOR ETFS TRUST BJUL 45782C789 $690.2K 0.29% 13,892 SH
49 INNOVATOR ETFS TRUST BJAN 45782C409 $688.2K 0.29% 12,904 SH
50 INNOVATOR ETFS TRUST BOCT 45782C771 $686.4K 0.29% 14,303 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $240.6M 97 0002085853-26-000483
2025-12-31 2026-02-03 $239.5M 104 0002085853-26-000177