Krasney Financial LLC
CIK 1600307 · View on SEC EDGAR ↗
- Portfolio value
- $892.0M
- Positions
- 299
- As of
- March 31, 2026 Data as of Q1 2026
#2,637 of 9,443 by 13F value · top 27.9%
Portfolio value QoQ: -0.3% 13F does not disclose cash
- Top 10 holdings weight
- 22.29%
- Top 25 holdings weight
- 39.47%
- Positions above 1%
- 24
- Effective number of positions
- 96.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 4.62% Est. buys $52,171,823 · sells $41,243,031
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 83.3% still held
- New positions
- 24
- Increased
- 104
- Decreased
- 159
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.9%
Industrials
5.8%
Healthcare
5.0%
Communication Services
4.0%
Retail
2.8%
Financial Services
2.7%
Financials
2.7%
Utilities
1.5%
Energy
1.5%
Consumer Discretionary
1.3%
Communications
1.2%
Materials
1.0%
Consumer products
0.9%
Real Estate
0.6%
Telecommunication
0.5%
Consumer Staples
0.4%
Other/Unmapped
56.3%
Full portfolio 299 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $32,262,637 | 3.62% | 329,513 | $-3,358,766 | Down ×5 | ||
| AAPL Apple Inc. - Common Stock | $29,586,724 | 3.32% | 116,580 | $-1,867,403 | Up ×2 | ||
| SPYV | $28,759,960 | 3.22% | 508,306 | $-256,385 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $18,290,438 | 2.05% | 63,761 | $-1,881,857 | Down ×1 | ||
| VUG | $17,930,128 | 2.01% | 41,050 | $-2,208,321 | Down ×5 | ||
| BINC | $16,532,983 | 1.85% | 318,371 | $11,524 | Up ×5 | ||
| SPMB | $15,101,534 | 1.69% | 674,477 | $-32,491 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $13,679,604 | 1.53% | 44,198 | $-1,732,443 | Down ×1 | ||
| SPTS | $13,546,776 | 1.52% | 464,249 | $468,509 | Up ×4 | ||
| JSCP | $13,148,536 | 1.47% | 277,982 | $601,239 | Up ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $11,488,387 | 1.29% | 33,612 | $1,084,858 | Down ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $11,282,674 | 1.26% | 225,879 | $172,358 | Up ×3 | ||
| SPDW | $11,186,784 | 1.25% | 245,056 | $178,632 | Down ×2 | ||
| MDYV | $11,017,303 | 1.24% | 129,387 | $-203,912 | Down ×5 | ||
| MDYG | $10,992,429 | 1.23% | 114,552 | $249,706 | Down ×5 | ||
| IVV | $10,630,927 | 1.19% | 16,275 | $4,249,126 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $10,403,555 | 1.17% | 14,685 | $1,676,562 | Down ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $10,196,843 | 1.14% | 27,546 | $-2,629,967 | Up ×1 | ||
| AVEM | $10,094,779 | 1.13% | 125,276 | $-55,383 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $9,938,458 | 1.11% | 17,371 | $-1,254,137 | Up ×2 | ||
| DYNF | $9,603,845 | 1.08% | 165,071 | $-679,714 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $9,427,025 | 1.06% | 10,249 | $-2,061,059 | Down ×1 | ||
| URI United Rentals, Inc. Common Stock | $9,193,565 | 1.03% | 12,619 | $-1,185,814 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $8,990,197 | 1.01% | 73,222 | $-712,181 | Down ×1 | ||
| VIG | $8,737,740 | 0.98% | 40,629 | $-355,820 | Down ×5 | ||
| IEMG | $8,455,558 | 0.95% | 121,227 | $-532,068 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $8,431,511 | 0.95% | 51,371 | $1,864,925 | Down ×4 | ||
| PWR Quanta Services, Inc. Common Stock | $8,410,394 | 0.94% | 15,319 | $1,865,463 | Down ×1 | ||
| AVLV | $8,375,632 | 0.94% | 103,903 | $-1,262,991 | Down ×1 | ||
| VTI | $8,292,017 | 0.93% | 25,847 | $-387,613 | Down ×2 | ||
| STLD Steel Dynamics, Inc. - Common Stock | $7,692,839 | 0.86% | 42,738 | $333,856 | Down ×2 | ||
| SPTI | $7,671,079 | 0.86% | 267,658 | $161,340 | Up ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $7,203,921 | 0.81% | 5,454 | $1,400,949 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $6,925,798 | 0.78% | 68,804 | $-148,311 | Down ×2 | ||
| SPEM | $6,898,945 | 0.77% | 147,068 | $-149,883 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,878,950 | 0.77% | 33,029 | $-616,006 | Up ×3 | ||
| VTV | $6,733,005 | 0.75% | 34,317 | $124,772 | Down ×5 | ||
| JBL Jabil Inc. Common Stock | $6,653,479 | 0.75% | 25,048 | $852,386 | Down ×4 | ||
| SCHR | $6,519,564 | 0.73% | 261,725 | $1,863,721 | Up ×4 | ||
| VST Vistra Corp. Common Stock | $6,394,078 | 0.72% | 42,534 | $-557,654 | Down ×4 | ||
| UTHR United Therapeutics Corporation - Common Stock | $6,392,917 | 0.72% | 10,781 | $1,062,402 | Down ×2 | ||
| COF Capital One Financial Corporation Common Stock | $5,998,947 | 0.67% | 32,884 | $-2,022,155 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $5,966,931 | 0.67% | 122,399 | $-814,959 | Down ×3 | ||
| IVW | $5,960,783 | 0.67% | 52,699 | $38,731 | Up ×3 | ||
| EXPE Expedia Group, Inc. - Common Stock | $5,883,705 | 0.66% | 25,483 | $-1,411,028 | Down ×2 | ||
| TPH Tri Pointe Homes, Inc. Common Stock | $5,855,861 | 0.66% | 125,313 | $1,877,969 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,798,609 | 0.65% | 5,819 | $812,396 | Up ×2 | ||
| AGZ | $5,779,098 | 0.65% | 52,676 | $-157,436 | Down ×5 | ||
| SUB | $5,704,158 | 0.64% | 53,560 | $154,228 | Up ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $5,639,044 | 0.63% | 26,031 | $858,466 | Down ×4 | ||
| ABBV AbbVie Inc. Common Stock | $5,376,717 | 0.60% | 24,722 | $-383,577 | Down ×1 | ||
| VOOG | $5,270,914 | 0.59% | 12,929 | $-780,352 | Down ×5 | ||
| BAI | $5,261,226 | 0.59% | 159,673 | $255,436 | Up ×3 | ||
| AVDV | $5,227,910 | 0.59% | 52,352 | $323,357 | Up ×1 | ||
| IWD | $5,123,786 | 0.57% | 23,980 | $-37,942 | Down ×5 | ||
| CORO iShares International Country Rotation Active ETF | $4,895,777 | 0.55% | 152,265 | Up ×1 | |||
| STIP | $4,746,436 | 0.53% | 45,890 | $-127,542 | Down ×3 | ||
| SLYG | $4,694,559 | 0.53% | 48,588 | $-32,719 | Down ×5 | ||
| IEFA | $4,597,399 | 0.52% | 50,783 | $-33,422 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,564,573 | 0.51% | 26,173 | $31,875 | Up ×2 | ||
| SPSB | $4,537,999 | 0.51% | 150,914 | $-98,768 | Down ×3 | ||
| DFIC | $4,497,493 | 0.50% | 126,583 | $-58,117 | Down ×5 | ||
| IAUM | $4,467,882 | 0.50% | 95,672 | $-715,637 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $4,433,042 | 0.50% | 5,240 | $2,234,460 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $4,403,670 | 0.49% | 55,316 | $-826,439 | Down ×4 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $4,260,280 | 0.48% | 44,638 | $292,762 | Up ×1 | ||
| JGLO JPMorgan Global Select Equity ETF | $4,226,516 | 0.47% | 64,754 | $1,782,726 | Up ×4 | ||
| DFSV | $4,190,278 | 0.47% | 119,586 | $164,962 | Down ×5 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $4,146,607 | 0.46% | 31,634 | $469,760 | Down ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $4,125,889 | 0.46% | 28,539 | $2,284,298 | Up ×1 | ||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $4,099,440 | 0.46% | 60,670 | $-1,316,849 | Down ×5 | ||
| DFIV | $4,074,626 | 0.46% | 77,200 | $309,722 | Up ×3 | ||
| V Visa Inc. | $4,042,961 | 0.45% | 13,377 | $-693,967 | Down ×3 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $4,033,050 | 0.45% | 29,824 | $-151,114 | Down ×5 | ||
| XLK XLK | $3,992,725 | 0.45% | 30,043 | $-1,524,947 | Down ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $3,902,457 | 0.44% | 47,754 | $86,330 | Down ×4 | ||
| CGXU | $3,822,000 | 0.43% | 129,603 | $66,306 | Up ×3 | ||
| TTE TotalEnergies SE Ordinary Shares | $3,743,833 | 0.42% | 41,136 | $1,000,557 | Down ×1 | ||
| CTRA Coterra Energy Inc. Common Stock | $3,739,422 | 0.42% | 106,415 | Up ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $3,729,330 | 0.42% | 63,706 | $-86,060 | Down ×5 | ||
| KLAC KLA Corporation - Common Stock | $3,669,522 | 0.41% | 2,492 | $348,510 | Down ×5 | ||
| JMST | $3,596,893 | 0.40% | 70,555 | $98,840 | Up ×1 | ||
| OPER | $3,538,946 | 0.40% | 35,361 | $-24,389 | Down ×1 | ||
| MCK McKesson Corporation Common Stock | $3,503,192 | 0.39% | 4,048 | $140,598 | Down ×3 | ||
| FITB Fifth Third Bancorp - Common Stock | $3,395,253 | 0.38% | 73,079 | $-61,046 | Down ×1 | ||
| VOOV | $3,392,288 | 0.38% | 16,646 | $-205,902 | Down ×5 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $3,375,427 | 0.38% | 7,595 | $-370,405 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $3,354,614 | 0.38% | 13,724 | $363,265 | Down ×5 | ||
| THRO | $3,330,989 | 0.37% | 91,965 | $209,903 | Up ×4 | ||
| QUAL | $3,309,880 | 0.37% | 17,256 | $183,240 | Up ×1 | ||
| SPMD | $3,238,639 | 0.36% | 54,688 | $371,703 | Up ×4 | ||
| SPMO | $3,226,490 | 0.36% | 28,780 | $66,710 | Up ×4 | ||
| VOT | $3,122,075 | 0.35% | 12,132 | $-328,939 | Down ×5 | ||
| SYF Synchrony Financial Common Stock | $3,111,774 | 0.35% | 45,748 | $-731,158 | Down ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,107,541 | 0.35% | 10,807 | $-150,470 | Up ×4 | ||
| UBER Uber Technologies, Inc. Common Stock | $3,024,513 | 0.34% | 42,048 | $-313,667 | Up ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $3,009,256 | 0.34% | 3,895 | $-56,451 | Down ×2 | ||
| EFV | $2,948,887 | 0.33% | 39,662 | $-575,262 | Down ×3 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $2,937,805 | 0.33% | 38,089 | Up ×1 | |||
| MAS Masco Corporation Common Stock | $2,925,822 | 0.33% | 48,465 | $-109,910 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BINC | $16,532,983 | 1.85% | up ×5 |
| SPTS | $13,546,776 | 1.52% | up ×4 |
| JSCP | $13,148,536 | 1.47% | up ×3 |
| VTIP | $11,282,674 | 1.26% | up ×3 |
| SPTI | $7,671,079 | 0.86% | up ×4 |
| AMZN | $6,878,950 | 0.77% | up ×3 |
| SCHR | $6,519,564 | 0.73% | up ×4 |
| IVW | $5,960,783 | 0.67% | up ×3 |
| BAI | $5,261,226 | 0.59% | up ×3 |
| JGLO | $4,226,516 | 0.47% | up ×4 |
| DFIV | $4,074,626 | 0.46% | up ×3 |
| CGXU | $3,822,000 | 0.43% | up ×3 |
| THRO | $3,330,989 | 0.37% | up ×4 |
| SPMD | $3,238,639 | 0.36% | up ×4 |
| SPMO | $3,226,490 | 0.36% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CORO | $4,895,777 | 152,265 | 0.55% |
| CTRA | $3,739,422 | 106,415 | 0.42% |
| SFM | $2,937,805 | 38,089 | 0.33% |
| AZN | $2,692,486 | 13,656 | 0.30% |
| BLCR | $2,078,909 | 50,631 | 0.23% |
| GE | $923,391 | 3,254 | 0.10% |
| EIX | $638,642 | 8,727 | 0.07% |
| EUHY | $422,765 | 8,058 | 0.05% |
| MTCH | $358,171 | 11,663 | 0.04% |
| TXN | $325,411 | 1,676 | 0.04% |
| GLW | $274,918 | 2,022 | 0.03% |
| JEPI | $269,235 | 4,750 | 0.03% |
| IVE | $266,049 | 1,260 | 0.03% |
| TAP | $251,136 | 5,832 | 0.03% |
| MA | $249,462 | 499 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +7K | +$4.2M |
| SPYG | Trimmed | -4K | -$3.4M |
| MSFT | Bought more | +1K | -$2.6M |
| CVX | Trimmed | -19K | -$2.6M |
| EOG | Bought more | +11K | +$2.3M |
| GS | Bought more | +3K | +$2.2M |
| VUG | Trimmed | -229 | -$2.2M |
| LLY | Trimmed | -441 | -$2.1M |
| COF | Trimmed | -212 | -$2.0M |
| APP | Bought more | +16 | -$1.9M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DFS | June 30, 2025 | 32,464 | $5,541,649 | No longer tracked |
| LDUR | Sept. 30, 2025 | 43,130 | $4,133,143 | No longer tracked |
| FISV | Dec. 31, 2025 | 29,451 | $3,797,117 | -23.5% |
| BP | June 30, 2025 | 89,427 | $3,021,733 | 50.9% |
| IT | Sept. 30, 2025 | 7,375 | $2,981,123 | -26.0% |
| COP | June 30, 2025 | 26,253 | $2,757,121 | 50.3% |
| WPC | Dec. 31, 2025 | 39,551 | $2,672,472 | 12.0% |
| AVIG | June 30, 2025 | 47,326 | $1,958,837 | No longer tracked |
| SNPS | June 30, 2025 | 4,414 | $1,892,944 | -22.5% |
| IYW | Sept. 30, 2025 | 9,478 | $1,642,263 | No longer tracked |
| AMT | Sept. 30, 2025 | 7,262 | $1,604,951 | -7.8% |
| EAT | Dec. 31, 2025 | 12,361 | $1,565,891 | 59.2% |
| GM | June 30, 2025 | 27,698 | $1,302,615 | 71.1% |
| PYPL | March 31, 2026 | 21,979 | $1,283,162 | 36.4% |
| EMXC | June 30, 2025 | 21,734 | $1,197,326 | |
| LMT | March 31, 2025 | 2,417 | $1,174,689 | 30.6% |
| MOH | Dec. 31, 2025 | 5,903 | $1,129,598 | 15.9% |
| UNM | March 31, 2026 | 11,460 | $888,160 | 19.4% |
| EFG | March 31, 2026 | 7,351 | $837,464 | No longer tracked |
| MFC | March 31, 2025 | 25,698 | $789,186 | 38.2% |
| KMB | March 31, 2026 | 7,028 | $709,068 | 13.2% |
| HEFA | June 30, 2025 | 17,345 | $629,450 | No longer tracked |
| XLRE | March 31, 2025 | 11,348 | $461,523 | No longer tracked |
| IPG | Sept. 30, 2025 | 17,184 | $420,663 | No longer tracked |
| TMF | March 31, 2025 | 9,981 | $398,941 | No longer tracked |
| DCOR | March 31, 2025 | 6,076 | $389,836 | No longer tracked |
| TGNA | March 31, 2026 | 18,793 | $364,769 | No longer tracked |
| AOA | March 31, 2025 | 4,673 | $358,033 | No longer tracked |
| DEM | March 31, 2025 | 8,446 | $341,979 | No longer tracked |
| GBIL | June 30, 2025 | 3,412 | $341,814 | No longer tracked |
| UNH | June 30, 2025 | 619 | $324,133 | 25.8% |
| APP | March 31, 2025 | 979 | $317,030 | 19.4% |
| NVO | March 31, 2025 | 3,559 | $306,145 | -33.0% |
| SPYD | Sept. 30, 2025 | 7,150 | $303,446 | No longer tracked |
| DLB | Dec. 31, 2025 | 4,114 | $297,695 | -1.6% |
| BBRE | Dec. 31, 2025 | 2,961 | $282,716 | No longer tracked |
| TAP | Dec. 31, 2025 | 5,969 | $270,107 | -9.6% |
| JEPI | June 30, 2025 | 4,574 | $261,368 | No longer tracked |
| GNR | March 31, 2025 | 5,130 | $255,283 | No longer tracked |
| IJH | March 31, 2025 | 3,986 | $248,397 | No longer tracked |
| MDT | March 31, 2026 | 2,577 | $247,556 | 8.6% |
| ALLY | June 30, 2025 | 6,724 | $245,220 | 9.5% |
| IHF | Sept. 30, 2025 | 5,036 | $244,981 | No longer tracked |
| KO | June 30, 2025 | 3,355 | $240,302 | 28.8% |
| SCHD | June 30, 2025 | 8,525 | $238,347 | No longer tracked |
| MLM | Dec. 31, 2025 | 376 | $236,985 | -15.4% |
| SCHI | Sept. 30, 2025 | 10,281 | $234,004 | No longer tracked |
| GLD | Dec. 31, 2025 | 649 | $230,700 | No longer tracked |
| QQQ | Dec. 31, 2025 | 382 | $229,341 | |
| HYMB | March 31, 2026 | 9,166 | $228,590 | No longer tracked |
| CIBR | Dec. 31, 2025 | 2,983 | $226,738 | |
| CVS | March 31, 2026 | 2,827 | $224,344 | 30.9% |
| ORCL | March 31, 2025 | 1,342 | $223,631 | 2.0% |
| MLPA | March 31, 2025 | 4,476 | $221,147 | No longer tracked |
| INTU | Sept. 30, 2025 | 276 | $217,238 | -47.0% |
| TMO | June 30, 2025 | 436 | $216,954 | 52.8% |
| GWX | Dec. 31, 2025 | 5,356 | $215,208 | No longer tracked |
| TLH | Dec. 31, 2025 | 2,087 | $214,940 | No longer tracked |
| QQQ | March 31, 2025 | 417 | $213,183 | |
| VYMI | March 31, 2026 | 2,335 | $210,181 | |
| CGDV | March 31, 2025 | 5,898 | $207,969 | No longer tracked |
| IWV | March 31, 2026 | 530 | $205,031 | No longer tracked |
| SCZ | March 31, 2026 | 2,637 | $204,463 | |
| MUR | June 30, 2025 | 7,190 | $204,184 | 70.3% |
| AEO | June 30, 2025 | 15,623 | $181,539 | 69.2% |
| WULF | March 31, 2025 | 10,000 | $56,600 | 478.0% |
| WATTXXXX | Sept. 30, 2025 | 10,000 | $2,729 | No longer tracked |