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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
Page 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALXO ALX ONCOLOGY HLDGS INC Healthcare 17,500.0 $36K 0.01% $2.07 -1.4%
142 ALLO ALLOGENE THERAPEUTICS INC Healthcare 10,640.0 $22K 0.00% NEW $2.08 +0.5%
Page 8 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%