BCF
Bryan Charles Foronjy Portfolio
Invests via Foronjy Financial LLC | Managed by Bryan Charles Foronjy
Invests via Foronjy Financial LLC
Managed by Bryan Charles Foronjy
Automatically Tracked
Having led strategic finance and investment initiatives across corporate and entrepreneurial settings, Bryan Charles Foronjy is described in market circles as a commercial-minded operator who bridges deal execution and operational scaling. He has experience in capital allocation, portfolio oversight and business development, with practical exposure to mergers, partnerships and growth-stage financing. Typical market relevance centers on advising sponsors and PE-backed teams on value creation and exit planning.
Having led strategic finance and investment initiatives across corporate and entrepreneurial settings, Bryan Charles Foronjy is described in market circles as a commercial-minded operator who bridges deal execution and operational scaling. He has experience in capital allocation, portfolio oversight and business development, with practical exposure to mergers, partnerships and growth-stage financing. Typical market relevance centers on advising sponsors and PE-backed teams on value creation and exit planning.
Investment Philosophy & Strategy
Prioritizes commercial, operationally-driven value creation, favoring growth-stage opportunities where strategic finance and hands-on scaling accelerate exits. Employs a sponsor-friendly investment style that blends disciplined underwriting with active portfolio management, emphasizing cash-flow improvement, margin expansion and revenue partnerships. Capital allocation tilts toward sectors with tangible go-to-market leverage and recurring revenue dynamics. Decision-making is execution-oriented, driven by KPI-based diligence, convertible financing flexibility, medium-term horizons (3–7 years), and conservative downside protections through covenants and staged capital deployment.
Prioritizes commercial, operationally-driven value creation, favoring growth-stage opportunities where strategic finance and hands-on scaling accelerate exits. Employs a sponsor-friendly investment style that blends disciplined underwriting with active portfolio management, emphasizing cash-flow improvement, margin expansion and revenue partnerships. Capital allocation tilts toward sectors with tangible go-to-market leverage and recurring revenue dynamics. Decision-making is execution-oriented, driven by KPI-based diligence, convertible financing flexibility, medium-term horizons (3–7 years), and conservative downside protections through covenants and staged capital deployment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.6%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
11.35%
$259.89M
Equity
Holdings
$259.89M
Investment
$235.2M
$25.96M
Profit -$1.31M
Realized
$1.28M
Unrealized
$24.68M
Dividends
$5.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
70%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.53M
Win %
70%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.4M
Win %
70%
This Year
Compared to last year
Gain
8.03%
Profit
$19.32M
Win %
71%
MCK McKesson Corporation
+5.33%
+$10,909.65 
AMGN Amgen Inc.
+3.36%
+$12,263.67 
ISRG Intuitive Surgical, Inc.
+3.14%
+$10,554.49 
COST Costco Wholesale Corporation
+2.9%
+$7,879.52 
XLP Consumer Staples Select Sector SPDR Fund
+2.64%
+$98,702.41 
CVBF CVB Financial Corp.
+2.25%
+$6,096.03 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$162,332.9 
KIE SPDR S&P Insurance ETF
+1.88%
+$18,346.77 
XLRE The Real Estate Select Sector SPDR Fund
+1.82%
+$28,417.23 
VHT Vanguard Health Care ETF
+1.62%
+$3,872 
AAPL Apple Inc.
+1.46%
+$20,236.45 
MSFT Microsoft Corp.
+1.15%
+$8,072.14 
JNJ Johnson & Johnson
+1.12%
+$3,394.8 
XLE Energy Select Sector SPDR Fund
+0.92%
+$23,082.8 
PH Parker-Hannifin Corporation
+0.7%
+$1,507.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$77,037.5 
VLU SPDR S&P 1500 Value Tilt ETF
+0.6%
+$12,661.13 
EQWL Invesco S&P 100 Equal Weight ETF
+0.5%
+$10,372.05 
XLB Materials Select Sector SPDR Fund
+0.44%
+$5,481.08 
PLTR Palantir Technologies Inc.
+0.42%
+$813.13 
FELV Fidelity Enhanced Large Cap Value ETF
+0.38%
+$1,321.84 
VTV Vanguard Value ETF
+0.38%
+$1,283.93 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$7,369.5 
SPGP Invesco S&P 500 GARP ETF
+0.21%
+$3,311.94 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.15%
+$7,057.5 
PCG PG&E Corporation
+0.11%
+$366.78 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.09%
+$6,997.54 
FCOR Fidelity Corporate Bond ETF
+0.05%
+$132.12 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$91.29 
FLDR Fidelity Low Duration Bond ETF
+0.03%
+$199.84 
XLF Financial Select Sector SPDR Fund
+0.01%
+$875.27 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
ORCL Oracle Corporation
-6.49%
-$19,917.6 
LRCX Lam Research Corporation
-5.44%
-$31,315.9 
GOOGL Alphabet Inc
-4.78%
-$14,823.27 
GOOG Alphabet Inc
-4.7%
-$25,470.83 
CAT Caterpillar Inc.
-4.45%
-$18,667.53 
GE General Electric Company
-4.44%
-$76,768 
NVDA NVIDIA Corporation
-2.98%
-$30,882.14 
ANET Arista Networks, Inc.
-2.94%
-$10,974.41 
META Meta Platforms Inc Class A
-2.91%
-$14,506.67 
ETHA iShares Ethereum Trust
-2.72%
-$8,401.25 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$343,839.92 
FDMO Fidelity Momentum Factor ETF
-2.46%
-$6,253.35 
IWY iShares Russell Top 200 Growth ETF
-2.36%
-$193,026.46 
VGT Vanguard Information Technology ETF
-2.35%
-$496,597.6 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$12,031.04 
GEV GE Vernova Inc.
-2.29%
-$23,188.39 
FELG Fidelity Enhanced Large Cap Growth ETF
-2.28%
-$7,619.91 
GLDM SPDR Gold MiniShares Trust
-2.03%
-$31,364.46 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$33,881.2 
AMZN Amazon.com Inc
-1.85%
-$7,940.06 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.79%
-$5,633.64 
VUG Vanguard Growth ETF
-1.74%
-$109,682.64 
XLG Invesco S&P 500 Top 50 ETF
-1.55%
-$63,364.79 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.51%
-$8,678.03 
JPM JPMorgan Chase & Co.
-1.42%
-$3,729.43 
IBIT iShares Bitcoin Trust
-1.32%
-$4,531.95 
RTX RTX Corporation
-1.21%
-$3,935.39 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.92%
-$58,689.1 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$69,978.8 
VOO Vanguard S&P 500 ETF
-0.84%
-$3,433.8 
IVV iShares Core S&P 500 ETF
-0.83%
-$3,304.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.83%
-$16,879.28 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.75%
-$3,212.68 
SFLR Innovator Equity Managed Floor ETF
-0.67%
-$3,837.08 
BJUL Innovator U.S. Equity Buffer ETF
-0.63%
-$4,791.35 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.51%
-$7,455.76 
BUFB Innovator Laddered Allocation Buffer ETF
-0.51%
-$4,409.6 
FVAL Fidelity Value Factor ETF
-0.42%
-$1,210.02 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.4%
-$1,466.64 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.37%
-$2,859.17 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.35%
-$2,709.84 
CMF iShares California Muni Bond ETF
-0.25%
-$4,101.32 
FQAL Fidelity Quality Factor ETF
-0.25%
-$604.13 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.23%
-$538.78 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$14,738.49 
BAPR Innovator U.S. Equity Buffer ETF
-0.21%
-$1,683.03 
NFLX Netflix, Inc.
-0.21%
-$387.85 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.19%
-$3,055.49 
MUB iShares National Muni Bond ETF
-0.14%
-$2,290.12 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.12%
-$192.15 
FCAL First Trust California Municipal Fund
-0.12%
-$541.48 
FDHY Fidelity Enhanced High Yield ETF
-0.1%
-$439.25 
FIGB Fidelity Investment Grade Bond ETF
-0.09%
-$264.24 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$14,455.78 
IBTL iShares iBonds Dec 2031 Term Fund
-0.07%
-$4,620.84 
FBND Fidelity Total Bond ETF
-0.06%
-$1,499.33 
FSMB First Trust Short Duration Managed Municipal ETF
-0.06%
-$171.75 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$6,988.63 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.05%
-$2,968.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$6,857.85 
PAVE Global X U.S. Infrastructure Development ETF
-0.03%
-$603.28 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.02%
-$403.17 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$1,725.82 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$267.07 
GSY Invesco Ultra Short Duration ETF
-0.01%
-$1,087.58 Events
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Dividends
Dividend Analysis
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| Trades 399 | Longs Won 289/399 72% | Profit Factor 10.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,104.21 |
| Average Win $99,115.94 | Best Trade (Jul 13) $5.96M | Sharpe Ratio -11.92 |
| Average Loss -$24,409.69 | Worst Trade (Jul 10) -$330,059.37 | Z-Score 5.42 (100%) |
| Commissions $0 | Avg. Trade Length 7m 6d | Expectancy $65,061.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
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Returns
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