Robbins Farley
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Robbins Farley
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 4.17% | 9.411 M $ | 53964 | 2020/12/31 | -642.425 K $ | -6.49 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 3.98% | 8.990 M $ | 293017 | 2021/03/31 | 1.037 M $ | 11.85 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 3.36% | 7.599 M $ | 47584 | 2022/09/30 | 289.031 K $ | 3.96 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 3.01% | 6.802 M $ | 9601 | 2020/12/31 | 1.593 M $ | 23.67 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 2.89% | 6.535 M $ | 70360 | 2023/06/30 | 963.824 K $ | 15.70 % |
| 2026/03/31 | WMT | WALMART INC | 2.84% | 6.418 M $ | 51642 | 2020/12/31 | 763.950 K $ | 11.55 % |
| 2026/03/31 | AVGO | BROADCOM INC | 2.72% | 6.147 M $ | 19860 | 2021/09/30 | -713.651 K $ | -10.57 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.71% | 6.116 M $ | 29367 | 2020/12/31 | -658.798 K $ | -9.77 % |
| 2026/03/31 | MLM | MARTIN MARIETTA MATLS INC | 2.66% | 6.015 M $ | 10217 | 2020/12/31 | -344.693 K $ | -5.46 % |
| 2026/03/31 | CASY | CASEYS GEN STORES INC | 2.65% | 5.987 M $ | 8226 | 2023/09/30 | 1.799 M $ | 31.69 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 2.47% | 5.578 M $ | 225365 | 2021/03/31 | 69.564 K $ | 2.95 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 2.45% | 5.527 M $ | 57487 | 2022/12/31 | 112.471 K $ | 2.55 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 2.30% | 5.204 M $ | 9479 | 2025/09/30 | 1.141 M $ | 30.08 % |
| 2026/03/31 | DELL | DELL TECHNOLOGIES INC | 2.25% | 5.080 M $ | 30954 | 2020/12/31 | 1.160 M $ | 30.39 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 2.24% | 5.069 M $ | 17629 | 2021/12/31 | -363.181 K $ | -8.13 % |
| 2026/03/31 | GVA | GRANITE CONSTR INC | 2.21% | 4.998 M $ | 41692 | 2024/09/30 | 204.257 K $ | 3.93 % |
| 2026/03/31 | V | VISA INC | 2.20% | 4.961 M $ | 16415 | 2022/09/30 | -784.971 K $ | -13.82 % |
| 2026/03/31 | RTX | RTX CORPORATION | 2.20% | 4.959 M $ | 25708 | 2025/06/30 | 262.238 K $ | 5.18 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 2.19% | 4.958 M $ | 25137 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.19% | 4.938 M $ | 13339 | 2020/12/31 | -1.467 M $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE INC | 2.18% | 4.923 M $ | 19399 | 2020/12/31 | -345.877 K $ | -6.65 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 2.10% | 4.749 M $ | 8228 | 2022/09/30 | -311.669 K $ | -6.04 % |
| 2026/03/31 | D | DOMINION ENERGY INC | 2.08% | 4.698 M $ | 75989 | 2025/12/31 | 198.499 K $ | 5.51 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 2.05% | 4.627 M $ | 64322 | 2023/06/30 | -616.443 K $ | -11.97 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 2.02% | 4.563 M $ | 37167 | 2024/12/31 | -302.329 K $ | -6.30 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 1.98% | 4.471 M $ | 5285 | 2024/06/30 | -173.533 K $ | -3.76 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.94% | 4.372 M $ | 13293 | 2020/12/31 | -263.710 K $ | -4.42 % |
| 2026/03/31 | ETN | EATON CORP PLC | 1.89% | 4.272 M $ | 11945 | 2024/06/30 | 462.479 K $ | 12.29 % |
| 2026/03/31 | USFD | US FOODS HLDG CORP | 1.86% | 4.191 M $ | 45447 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBDS | ISHARES TR | 1.85% | 4.188 M $ | 172785 | 2022/12/31 | -6.641 K $ | -0.16 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.83% | 4.125 M $ | 7210 | 2020/12/31 | -624.252 K $ | -13.33 % |
| 2026/03/31 | SO | SOUTHERN CO | 1.72% | 3.885 M $ | 40255 | 2020/12/31 | 369.211 K $ | 10.69 % |
| 2026/03/31 | ROL | ROLLINS INC | 1.70% | 3.850 M $ | 72087 | 2025/12/31 | -468.563 K $ | -11.01 % |
| 2026/03/31 | SHW | SHERWIN WILLIAMS CO | 1.70% | 3.846 M $ | 11998 | 2022/09/30 | -41.331 K $ | -1.07 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 1.64% | 3.716 M $ | 38551 | 2021/12/31 | -660.976 K $ | -15.29 % |
| 2026/03/31 | JHPI | JOHN HANCOCK EXCHANGE TRADED | 1.59% | 3.588 M $ | 158882 | 2023/03/31 | -40.071 K $ | -1.14 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 1.27% | 2.864 M $ | 7336 | 2024/06/30 | -568.037 K $ | -16.71 % |
| 2026/03/31 | BSX | BOSTON SCIENTIFIC CORP | 1.23% | 2.769 M $ | 44130 | 2025/03/31 | -1.387 M $ | -34.19 % |
| 2026/03/31 | DLR | DIGITAL RLTY TR INC | 1.13% | 2.550 M $ | 14151 | 2020/12/31 | 354.348 K $ | 16.48 % |
| 2026/03/31 | TLH | ISHARES TR | 1.07% | 2.420 M $ | 24026 | 2025/12/31 | -19.270 K $ | -0.93 % |
| 2026/03/31 | BGB | BLACKSTONE STRATEGIC CRED 20 | 1.05% | 2.383 M $ | 213678 | 2023/09/30 | -116.468 K $ | -5.35 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.95% | 2.145 M $ | 8849 | 2020/12/31 | -466.780 K $ | -18.17 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.86% | 1.946 M $ | 7316 | 2023/03/31 | 25.620 K $ | 1.33 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES CORP | 0.86% | 1.943 M $ | 24264 | 2020/12/31 | -125.367 K $ | -6.06 % |
| 2026/03/31 | SNA | SNAP ON INC | 0.86% | 1.934 M $ | 5325 | 2021/03/31 | 106.711 K $ | 5.40 % |
| 2026/03/31 | HCA | HCA HEALTHCARE INC | 0.84% | 1.896 M $ | 4007 | 2022/12/31 | 25.628 K $ | 1.37 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.70% | 1.572 M $ | 9806 | 2023/03/31 | -227.337 K $ | -12.96 % |
| 2026/03/31 | STT | STATE STR CORP | 0.68% | 1.526 M $ | 12059 | 2021/03/31 | -24.272 K $ | -1.90 % |
| 2026/03/31 | HYT | BLACKROCK CORPOR HI YLD FD I | 0.62% | 1.409 M $ | 165336 | 2023/09/30 | -53.443 K $ | -4.27 % |
| 2026/03/31 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 0.53% | 1.190 M $ | 12677 | 2025/09/30 | -307.923 K $ | -34.76 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.52% | 1.184 M $ | 5152 | 2024/12/31 | 51.145 K $ | 4.59 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.31% | 691.905 K $ | 4730 | 2025/06/30 | -143.157 K $ | -17.70 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.26% | 596.896 K $ | 4635 | 2020/12/31 | -195.921 K $ | -24.71 % |
| 2026/03/31 | IBDT | ISHARES TR | 0.20% | 445.960 K $ | 17606 | 2023/03/31 | -2.084 K $ | -0.51 % |
| 2026/03/31 | IBDU | ISHARES TR | 0.19% | 432.474 K $ | 18593 | 2025/06/30 | -2.466 K $ | -0.64 % |
| 2026/03/31 | JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.18% | 408.158 K $ | 19280 | 2025/06/30 | -5.326 K $ | -1.58 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.16% | 361.518 K $ | 605 | 2020/12/31 | -18.990 K $ | -4.72 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.15% | 334.061 K $ | 1969 | 2020/12/31 | 97.111 K $ | 40.98 % |
| 2026/03/31 | PFF | ISHARES TR | 0.14% | 324.879 K $ | 10715 | 2021/03/31 | -6.833 K $ | -2.07 % |
| 2026/03/31 | TSLA | TESLA INC | 0.13% | 294.798 K $ | 793 | 2021/03/31 | -61.830 K $ | -17.34 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 0.12% | 264.244 K $ | 8535 | 2023/03/31 | 7.062 K $ | 2.96 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.11% | 257.155 K $ | 8843 | 2020/12/31 | 3.610 K $ | 2.11 % |
| 2026/03/31 | CVS | CVS HEALTH CORP | 0.06% | 143.640 K $ | 2000 | 2021/03/31 | -15.080 K $ | -9.50 % |
| 2026/03/31 | VPU | VANGUARD WORLD FD | 0.06% | 131.169 K $ | 662 | 2020/12/31 | 6.890 K $ | 7.08 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.05% | 117.059 K $ | 3838 | 2020/12/31 | 3.418 K $ | 3.01 % |
| 2026/03/31 | ES | EVERSOURCE ENERGY | 0.05% | 108.701 K $ | 1569 | 2021/12/31 | 243.000 $ | 2.90 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.05% | 107.307 K $ | 165 | 2022/09/30 | -5.179 K $ | -4.63 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.05% | 106.830 K $ | 500 | 2025/09/30 | 21.239 K $ | 24.82 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.04% | 101.486 K $ | 345 | 2021/09/30 | -9.680 K $ | -8.71 % |
| 2026/03/31 | PGX | INVESCO EXCH TRADED FD TR II | 0.04% | 99.433 K $ | 9139 | 2020/12/31 | -3.286 K $ | -3.20 % |
| 2026/03/31 | ADSK | AUTODESK INC | 0.04% | 97.676 K $ | 408 | 2021/03/31 | -23.096 K $ | -19.12 % |
| 2026/03/31 | ETR | ENTERGY CORP NEW | 0.03% | 78.652 K $ | 700 | 2024/12/31 | 13.950 K $ | 21.56 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.03% | 76.504 K $ | 986 | 2020/12/31 | 552.000 $ | 0.73 % |
| 2026/03/31 | DOW | DOW HLDGS INC | 0.03% | 72.930 K $ | 1751 | 2021/06/30 | 31.990 K $ | 78.14 % |
| 2026/03/31 | WEC | WEC ENERGY GROUP INC | 0.03% | 67.610 K $ | 584 | 2024/12/31 | 6.021 K $ | 9.78 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 0.03% | 65.620 K $ | 717 | 2021/12/31 | 1.663 K $ | 2.60 % |
| 2026/03/31 | CMS | CMS ENERGY CORP | 0.03% | 62.064 K $ | 800 | 2024/12/31 | 6.119 K $ | 10.94 % |
| 2026/03/31 | SGVT | SCHWAB STRATEGIC TR | 0.03% | 60.432 K $ | 600 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.02% | 55.826 K $ | 655 | 2024/03/31 | 5.278 K $ | 7.86 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.02% | 54.767 K $ | 903 | 2020/12/31 | 6.059 K $ | 12.44 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 0.02% | 52.277 K $ | 220 | 2023/06/30 | -2.402 K $ | -6.05 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 0.02% | 44.680 K $ | 160 | 2024/12/31 | -11.843 K $ | -20.95 % |
| 2026/03/31 | AFL | AFLAC INC | 0.02% | 43.884 K $ | 400 | 2020/12/31 | -224.000 $ | -0.51 % |
| 2026/03/31 | DTE | DTE ENERGY CO | 0.02% | 43.866 K $ | 300 | 2024/12/31 | 5.172 K $ | 13.37 % |
| 2026/03/31 | AZO | AUTOZONE INC | 0.02% | 40.534 K $ | 12 | 2021/03/31 | -164.000 $ | -0.40 % |
| 2026/03/31 | IBDR | ISHARES TR | 0.02% | 38.300 K $ | 1580 | 2023/03/31 | 15.000 $ | 0.04 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.02% | 36.666 K $ | 150 | 2020/12/31 | 5.623 K $ | 18.12 % |
| 2026/03/31 | PFE | PFIZER INC | 0.02% | 36.364 K $ | 1295 | 2020/12/31 | 4.172 K $ | 12.77 % |
| 2026/03/31 | ITOT | ISHARES TR | 0.02% | 36.178 K $ | 254 | 2021/03/31 | -2.184 K $ | -4.21 % |
| 2026/03/31 | NTAP | NETAPP INC | 0.02% | 35.120 K $ | 343 | 2024/06/30 | -1.612 K $ | -4.39 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.01% | 30.735 K $ | 155 | 2021/09/30 | -10.851 K $ | -26.09 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.01% | 28.686 K $ | 100 | 2021/12/31 | -2.694 K $ | -8.59 % |
| 2026/03/31 | GLW | CORNING INC | 0.01% | 27.194 K $ | 200 | 2024/06/30 | 9.682 K $ | 55.29 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.01% | 26.982 K $ | 54 | 2022/09/30 | -3.845 K $ | -12.48 % |
| 2026/03/31 | WPC | WP CAREY INC | 0.01% | 23.447 K $ | 345 | 2023/03/31 | 1.241 K $ | 5.59 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.01% | 20.690 K $ | 100 | 2023/03/31 | 5.449 K $ | 35.75 % |
| 2026/03/31 | TDY | TELEDYNE TECHNOLOGIES INC | 0.01% | 20.571 K $ | 34 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBTI | ISHARES TR | 0.01% | 20.323 K $ | 912 | 2024/03/31 | -100.000 $ | -0.40 % |
| 2026/03/31 | IBTH | ISHARES TR | 0.01% | 20.277 K $ | 904 | 2022/12/31 | -55.000 $ | -0.18 % |
| 2026/03/31 | IBTG | ISHARES TR | 0.01% | 20.257 K $ | 884 | 2022/12/31 | 35.000 $ | 0.17 % |