1y return+20.1%S&P 500 +20.9%
3y return+65.7%S&P 500 +68.5%
5y return+70.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $191 against $200 in the S&P 500.2
Robbins FarleyS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $11.0M | 4.2% | +1.5% |
| SCHDSchwab Strategic Tr | $10.9M | 4.2% | +16.9% |
| CATCaterpillar Inc | $7.6M | 2.9% | −25.2% |
| AVGOBroadcom Inc | $7.6M | 2.9% | +1.4% |
| MLMMartin Marietta Matls Inc | $7.1M | 2.7% | +20.9% |
| AMZNAmazon Com Inc | $7.1M | 2.7% | +1.7% |
| NEENextera Energy Inc | $7.0M | 2.7% | +13.3% |
| WMTWalmart Inc | $7.0M | 2.7% | +19.1% |
| GVAGranite Constr Inc | $6.9M | 2.7% | +5.3% |
| TJXTjx Cos Inc New | $6.6M | 2.5% | −8.2% |
| SCHFSchwab Strategic Tr | $6.5M | 2.5% | +4.6% |
| ANETArista Networks Inc | $6.4M | 2.5% | +1.3% |
| MSFTMicrosoft Corp | $6.4M | 2.5% | +28.4% |
| PWRQuanta Svcs Inc | $6.3M | 2.4% | −8.0% |
| VVisa Inc | $6.3M | 2.4% | +11.3% |
| DELLDell Technologies Inc | $6.2M | 2.4% | −53.3% |
| QQQInvesco Qqq Tr | $6.2M | 2.4% | +2.8% |
| GOOGLAlphabet Inc | $5.9M | 2.2% | −7.1% |
| AAPLApple Inc | $5.7M | 2.2% | +1.5% |
| CASYCaseys Gen Stores Inc | $5.4M | 2.1% | −16.7% |
| USFDUs Foods Hldg Corp | $5.3M | 2.0% | +14.1% |
| DDominion Energy Inc | $5.3M | 2.0% | +1.6% |
| Eaton Corp PLCCUSIP G29183103 | $5.1M | 2.0% | |
| RTXRtx Corporation | $5.0M | 1.9% | +2.5% |
| Astrazeneca PLCCUSIP G0593M107 | $4.9M | 1.9% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | September 30, 2022 | +1162.6% | $6.2M |
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $11.0M |
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $7.6M |
| CATCaterpillar Inc | September 30, 2021 | +454.7% | $7.6M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $5.9M |
| NFLXNetflix Inc. | September 30, 2022 | +203.3% | $4.8M |
| CASYCaseys Gen Stores Inc | September 30, 2023 | +192.7% | $5.4M |
| METAMeta Platforms Inc | March 31, 2022 | +153.3% | $4.2M |
| TJXTjx Cos Inc New | September 30, 2022 | +143.9% | $6.6M |
| WMTWalmart Inc | December 31, 2020 | +135.7% | $7.0M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $2,588
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.4% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +14.4% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +10.8% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +8.0% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +11.0% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Robbins Farley Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1847820&type=13F-HR&dateb=&owner=include&count=40CIK 1847820
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1847820/000184782026000005/Filed July 23, 2026 · accession 0001847820-26-000005