Portfolio (Quarterly) Guide ↗

JSF Financial, LLC

· CIK 0001802224

13F Portfolio $632M AUM 142 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 32 New 59 Added 38 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ISRG	INTUITIVE SURGICAL INC	Healthcare	412	$233K	0.05%	SOLD
22	SCHW	SCHWAB CHARLES CORP	Financial Services	2,018	$202K	0.04%	SOLD

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Sector Allocation

Technology 39.8%

Financial Services 30.5%

Consumer Cyclical 7.3%

Communication Services 6.4%

Healthcare 5.3%

Consumer Defensive 3.8%

Industrials 3.1%

Utilities 1.9%

Energy 1.1%

Basic Materials 0.8%